Stephany Reyna Escalante
Calgary,AB
Summary
Seasoned Small Business Consultant with a proven track record from Independant, adept at leveraging customer relationships and operations management. Skilled in guiding small businesses to secure funding and enhance growth through strategic planning and marketing strategies. Demonstrates exceptional financial services acumen, contributing to client success and satisfaction.
Overview
12
12
years of professional experience
Work History
Small Business Consultant
Independant
Mexico City
01.2020 - Current
- Identified funding opportunities for small businesses, assisting with grant writing and loan applications as needed.
- Leveraged strong networking skills to connect clients with potential partners or investors who could support their growth initiatives.
- Addressed regulatory compliance concerns by staying abreast of industry standards and guiding clients accordingly.
- Mentored and trained small business owners on best practices, contributing to their long-term success.
- Collaborated with clients to develop strategic plans, setting clear goals and milestones for success.
- Provided guidance on marketing strategies, helping clients attract new customers and increase sales.
Financial Advisor
Caja De Previsión Y Ahorros Del SNTSS
Mexico City
12.2013 - 12.2019
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated new client onboarding process and investment account setup.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
Bank Officer
Santander Bank Mexico
México City
12.2012 - 11.2013
- Enhanced customer satisfaction by efficiently handling inquiries and providing accurate information on banking products.
- Assisted customers in identifying financial goals and recommended tailored banking solutions that aligned with their objectives.
- Oversaw daily cash management functions, ensuring accuracy and security in all transactions conducted at the branch level.
- Developed strong relationships with clients, resulting in increased business and referrals.
Education
Psychology - Clinical Psychology
Latinoamerinca University
México City04-2018
Trade Relations - Marketing
National Polytechnic Institute
México City07-2012
Skills
- Customer relationships
- Relationship building
- Operations management
- Social media marketing
- Financial services
- Marketing strategies
- Business planning
- Customer service
Languages
Spanish
Native or Bilingual
English
Professional Working
Timeline
Small Business Consultant
Independant
01.2020 - Current
Financial Advisor
Caja De Previsión Y Ahorros Del SNTSS
12.2013 - 12.2019
Bank Officer
Santander Bank Mexico
12.2012 - 11.2013
Psychology - Clinical Psychology
Latinoamerinca University
Trade Relations - Marketing
National Polytechnic Institute