Keyla Alvarado
Business Administrator and Project Management at Microsoft
- Role
- Senior Wealth Advisor at Onetrust Advisors
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Keyla Alvarado
Strategic and intuitive Executive Assistant with a proven ability to anticipate needs, streamline operations, and support C-level executives with discretion and poise. Known for proactive problem-solving, seamless travel coordination, and trusted partner to senior leadership with a calm, strategic presence and a passion for precision. Strategic and client-focused Wealth Management Senior Account Manager with over 9 years of experience delivering tailored financial solutions to high-net-worth individuals and institutional clients. Proven track record in portfolio management, investment strategy, and relationship cultivation, consistently exceeding performance benchmarks and client expectations. Leading cross-functional teams and ensuring compliance with regulatory standards. Recognized for building trust-based relationships and driving long-term client retention through proactive planning and exceptional service.Skills: Strategic Calendar Management, Executive-Level Communication, Travel & Itinerary Planning, Google Workspace & Microsoft Office, Discretion & Confidentiality, Crisis Management & Adaptability, Event & Meeting Coordination.
Experience
Senior Wealth Advisor
Jan 2011 — Present · US
o Led a cross-functional team of financial advisors and sales professionals to exceed quarterly revenue targets through strategic planning and performance coaching.o Developed and implemented comprehensive financial plans for clients, aligning investment strategies with long-term goals and risk profiles.o Analyzed market trends and client portfolios to identify upselling opportunities o Conducted regular training sessions to enhance team knowledge of financial products, compliance standards, and consultative selling techniques.o Collaborated with senior leadership to forecast revenue, set KPIs, and streamline sales operationso Fostered a high-performance culture through goal setting, recognition programs, and continuous feedback
Education
Universidad 'Santa María'
Master's degree, Marketing
2001 — 2002
Instituto Universitario de Tecnologia Venezuela
Associate's degree, Advertising
1994 — 1998
Universidad 'Santa María'
Bachelor of Business Administration - BBA, Business Administration and Management, General
1998 — 2001
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