Oscar MacHado
Financial Services Professional
- Role
- Chief Sales Officer (CSO) at Multigla Strategies
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Oscar MacHado
With over a decade of experience as a Securities Investment Specialist, I bring a wealth ofexpertise to the table. My career has been dedicated to helping individuals and familiesshape their financial futures in a dynamic financial landscape.My approach centers on trust, transparency, and open communication with clients. I\'veguided them through market ups and downs, creating customized financial solutions thatalign with their unique goals, risk tolerances, and long-term objectives.My expertise covers a wide range of financial areas, including investment management,retirement planning, tax optimization, estate structuring, and risk management. I leveragemy deep knowledge and understanding of market intricacies to craft strategies thatempower clients to make informed financial decisions.I\'m committed to lifelong learning and staying up-to-date with industry trends. I believe inequipping clients with the knowledge they need to make wise financial choices andfostering a partnership built on shared success.Throughout my career, I\'ve seen the transformative power of sound planning. Whether it\'sguiding young professionals on their investment journey, helping families pursue theirdreams, or assisting retirees in preserving their wealth, I\'m passionate about making apositive impact on the lives of those I serve.I invite you to connect with me and embark on a journey where my decade of experienceand wisdom can light the way to financial prosperity and confidence. Together, we can turnyour aspirations into tangible, lasting realities.Securities offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Supervisory address: 2300 Windy Ridge Pkwy SE Suite 150-SAtlanta, GA 30••••••••00I am licensed to sell insurance in: Georgia, Alabama, California, Colorado, Connecticut, Florida, Illinois, Indiana, Maryland, New Jersey, North Carolina, Ohio, Oregon, Virginia, Washington and Texas.I am registered to sell securities in: CA, CO, CT, FL, GA, MD, NC, OH, OR CA Insurance Lic. 42•••27, domiciled in GACetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.
Experience
Chief Sales Officer (CSO)
Jul 2023 — Present · Atlanta, GA, US
As the Chief of Sales Officer (CSO), I\'m entrusted with propelling revenue growth, client acquisition, and business development. I craft and execute strategic sales plans, analyze market trends, and identify new opportunities. I lead client outreach, collaborate with the sales team, and transform prospects into loyal clients.My leadership nurtures a high-performing sales team, setting targets, monitoring progress, and providing guidance. By analyzing sales metrics, I optimize strategies for maximum impact.Strategic alliances and partnerships amplify our reach, while market research ensures our adaptability and competitiveness. I manage existing client relationships, identify upselling chances, and contribute to financial planning through sales forecasting and budgeting.I craft compelling sales content and consistently refine strategies to stay ahead in the ever-changing business landscape. In essence, I drive our company\'s growth by formulating sales strategies, empowering the team, and fostering client relationships.
Education
Columbus High School
High School Graduate, Graduate
2004 — 2008
Columbus State University
Bachelor of Science (BS), Biology, General
Skills
- Term Life Insurance
- Social Networking
- Mutual Funds
- Leadership Development
- Fixed Annuities
- Budgets
- Life Insurance
- Microsoft Office
- Sales
- Strategic Planning
- Iras
- Microsoft Excel
- 401k
- Customer Service
- Marketing
- Series 63
- Retirement
- Coaching
- Retirement Planning
- Long Term Care Insurance
- Series 26
- Public Speaking
- Long-Term Care
- Leadership
- Series 6
- Insurance
- Management
- Team Building
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