Michael Suarez
Operations Associate at Applied Financial Planning, Inc
Based in Costa Mesa, United States
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Seniority
Staff
Department
Operations
Location
Costa Mesa
Industry
Financial Services
Company size
15
Contact information
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m•••••••@appliedfinancialplanning.com
Phone
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Background
About Michael Suarez
I am a highly-motivated professional with a passion for positioning customers for success through consultations, product matching, and advocacy. An engaging communicator, I am able to relay complex product information in a clear manner and directly relate solutions to the customers' core needs. I possess an educational foundation in finance and have worked as an intern where I was able to sharpen my strength in relationship-building, making data-driven and fact-based pitches, creating compelling presentations, and driving high-volume sales conversions. I work well as part of a collaborative team and maintain top efficiency. I am also open to learning new techniques and strategies based on your company's missions and objectives
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