carlos grijalva

officer, banking advisor

About

* Firm and decisive leader who provides end-to-end process management of critical business priorities with responsibility for identification of focus areas, approach, and driving execution. * Proficient in formulating strategies and developing meaningful solutions to the firm’s critical business issues and driving the communication with all key stakeholders and senior managers. * Adept at structuring quantitative and qualitative analyses, assessing operational and financial information, and partnering with professionals across the firm to gain expert insight. * Detailed oriented, self-starter with strong communication and listening skills capable of organizing and prioritizing projects from start to finish.

Country

united states

City

west palm beach

Industry

financial services

Skill

valuation modeling, corporate finance, mergers and acquisitions, private banking, fiduciary services, financial analysis, consumer lending, financial services, banking, relationship management, management, credit analysis, project management, operations management, finance, asset management, asset allocation, investments, risk management, portfolio management, leadership, veterans, credit, financial planning, loans, strategic planning

Experience

non-commissioned officer

united states marine corps

2008-9 - 2013-7 · 4 yrs 11 mos

* Managed and directed a team to achieve business results and oversaw the execution of strategies and performance objectives. * Interpreted and reviewed data with senior management, including trends/issues and opportunities in order to drive actionable responses. * Leveraged reporting to monitor the performance and development of team members and proactively identify and coach team members to drive performance to meet or exceed goals.

customer service associate

payment alliance international

2007-9 - 2008-9 · 1 yr 1 mo

* Developed strategies to grow the client base and effectively implement appropriate sales plans to achieve individual, branch, and regional goals. * Identified and made sales referrals using cross-selling techniques and direct clients into alternate channels for products and services resolution. * Engaged both new and existing clients to ensure loyalty, minimize risk/losses, and maximize the depth and profitability of the client’s relationship.

officer, banking advisor

pnc

2013-9 - Present · 13 yrs 1 mo

* Deliver expert insight to high net worth clients regarding deposit and lending practices to acquire, retain, and expand relationships with assets under management exceeding $3MM. * Present and communicate complex financial concepts and strategies in a simplistic manner that appropriately align with client/prospect objectives. * Assess and effectively manage all of the risks associated with business objectives to ensure activities are in alignment with the bank’s risk appetite and risk management framework.