William Manzano
Senior Portfolio Manager @BHG Financial
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WORK HISTORY
Senior Portfolio Manager @BHG Financial
Consistently exceeded sales targets by leveraging a deep understanding of customer needs and BHG financial products to drive revenue growth. Built long-term client relationships by guiding customers through complex sales processes, resulting in high satisfaction and repeat business. Proactively identified opportunities to cross-sell and upsell additional products, enhancing client value while expanding the sales pipeline. Educated clients on product benefits to support informed decision-making and utilized CRM systems and analytics to optimize lead qualification and streamline deal cycles.
EDUCATION
Johnson and Wales University
Bachelor of Science
SKILLS
ABOUT WILLIAM MANZANO
Value-based sales professional with an uncommon background spanning consumer finance…
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