Aldo Newberry
Bis 2020, Investor Service Specialist, Janus Henderson Investors
Abschluss: Business Creation and Development, Instituto Tecnológico y de Estudios Superiores de Monterrey
Denver, Vereinigte Staaten
Werdegang
Berufserfahrung von Aldo Newberry
· Proactive recognition of all shareholder services to offer a dynamic suite of services · High level of customer service to shareholders through the application of industry and company knowledge · Thorough knowledge of the company website and technical understanding to decipher web and multimedia concerns · Processed various transactions including transfers, redemptions, and exchanges received by telephone · Resolved problems and corrected errors which were complex in nature
8 Monate, März 2019 - Okt. 2019
Account Manager
BairesDev
In charge of the retention and expansion of 20 clients - Including 8 Project Managers - Including 30 Software Engineers which I increased the headcount to 40+ - New Business referrals - Biweekly and monthly followups with clients
8 Monate, Apr. 2018 - Nov. 2018
Account Executive
ProducePay
- Adding and managing new leads - Cold calling - Generate interest in ProducePay - Discover client needs - Send contracts - Maintain relationships with clients
7 Monate, Jan. 2016 - Juli 2016
Innovation Manager Intern
Airbus Group
6 Monate, Jan. 2015 - Juni 2015
Consultancy Project
Megacable
Analyzed several retail locations of MEGACABLE: 1st by observation of customer and employee work flow. 2nd by interacting with customers and employees asking questions regarding quality of service, types of services used, reasons to use that retail point, work flow efficiency, team work and collaboration between locations. - Changed low-demand redundant roles to specific service roles - Redesign of space to promote new products through in-store experiences - Creation of new product bundles
1 Jahr und 9 Monate, Mai 2013 - Jan. 2015
Founder
NoteSick
Strategic Planning and Business Development. I managed a virtual team from Guadalajara; a senior software engineer from India, relationship with potential investors in California, 2 employees in Mexico city and users from different Latin American countries.
7 Monate, Juni 2014 - Dez. 2014
Consultancy Project
Real Nutrición y Belleza
Internationalization Plan Created the logistics plan for RNB to ship its products to the U.S. market including cost analysis. The plan detailed product packing, cost by volume, total freight costs, export procedures, Mexican border, total shipping time, plus information relevant to potential U.S. clients. Attended the 2014 PLMA show in Chicago, setting up meetings with over a dozen cream, moisturizer and lotion manufacturers to expose RNB as an outsourcing solution for their products.
6 Monate, Dez. 2013 - Mai 2014
Consultancy Project
Procter & Gamble
Product and Brand Positioning of "Salvo", a kitchen soap twice as concentrated as Palmolive soap, but second to it in market share in the country of Mexico. Redesigned marketing strategy including retail positioning, bottle design, price, label design, marketing stunt, promotional video.
3 Monate, Mai 2013 - Juli 2013
Sales Assistant
Villa Group
Touring north americans through our beachfront, 5-star, world-class resort "Villas del Arco", transforming all their negative energy into positive energy, leading them to the sales room with energy and interest to buy timeshare.
2 Monate, Dez. 2012 - Jan. 2013
Sales at Spa
Cabo Villas Beach Resort & Spa
Getting people, who are staying at the resort, excited about the idea of any SPA treatment and transforming this emotion into many sales for the company.
Ausbildung von Aldo Newberry
5 Monate, Aug. 2015 - Dez. 2015
International business
Jönköping International Business School
Exchange program International Management Change Management Services Marketing and Management Strategy and Technology Project Management
1 Jahr, Jan. 2014 - Dez. 2014
International business
ITESM
5 Jahre und 5 Monate, Aug. 2012 - Dez. 2017
Entrepreneurship
Instituto Tecnológico y de Estudios Superiores de Monterrey
3 Monate, Juni 2011 - Aug. 2011
Musical Theory and Execution
Academia de Música Fermatta
Sprachen
Spanisch
Muttersprache
Englisch
Fließend