Juan Felipe Vega

Senior Relationship Manager Director @Raymond James

Tampa, FL, US
MOBILE NUMBERS
+17•••••••02

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WORK HISTORY

Oct 2024 — Present

Senior Relationship Manager Director @Raymond James

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Transition Management TeamFostering and Leveraging Relationships

EDUCATION

N/A

University of Tennessee at Martin

Master of Business Administration - MBA

N/A

Adams State University

Bachelor of Business Administration - BBA

SKILLS

BudgetsInvestmentsFinancial ServicesSalesOutlookSales ManagementTradingSeries 7AnalysisRetirement PlanningWealth ManagementStrategic PlanningPublic SpeakingTeam BuildingAsset AllocationTeamworkMutual FundsWindowsRetirementMarketingSeries 63Retail

ABOUT JUAN FELIPE VEGA

Proven Sales Management and Business Development. Sales Leadership and Relationship Management. Guiding Implementation and Solutions.Core Competencies Include:New Business Development | Account Management | Sales Management | Revenue Generation | Customer Success Training | People Management | Project Management | Collaboration | Organization & Planning Networking Process Management | Client & Partner Retention | Recommendations & Solutions Communication | Business Acumen | Relationship Management | Conflict Resolution | Sales Conversions Closed Deals | Stakeholder Management | Leadership | Coach & Mentor | Program & Process Optimization | Client Engagement Presentations | Product & Service Knowledge| Partnerships

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