Juan Morales
Over 20 years in Commercial Lending, B.S. In Economics and marketing from Eastern Connecticut State University. Masters of Business Administration in Finance from Western New England College
| Headline: | Entrepreneur |
| Work status: | Employed Full-Time |
| Website: | http://www.theconnectingrouppr.com |
| Industries: | Education, Financial, Real Estate, Retail |
| Skills: | Business, Management, Marketing, Sales |
| Next step: | N/A |
| Location: | Puerto Rico |
| Groups: | Enterprize 2008 [INACTIVE], Enterprize 2009 [INACTIVE], [INACTIVE] EnterPRize 2010 |
| Visas: | All |
| Interested in: | Brainstorming, Career advice, Consulting opportunities, Finding mentors, Finding team mates, Getting press, Growing my group, Learning about entrepreneurship, Meeting new people, Mentoring, Partnering with other groups, Professional opportunities, Promoting my startups, Raising money, Sharing my projects |
| Tags: | "business brokers of puerto rico." |
| Schools: | Eastern Connecticut State University, Western New England College |
WORK EXPERIENCE
| Employer: | The Connecting Group |
| Position: | Vice President of Sales and Business Development |
| Time period: | December 2006 - Present |
| Description: | Responsibilities: Managed day to day operation of The Connecting Group. Cold Calling and visiting existing and potential clients.
Scope: Establish sales pipeline for the Connecting Group. Work Performed: • Develop day to day operations. Called clients to help with Business Plans • Helped clients with all the documentation process for a commercial loan • Prepared and constructed financial projection, by using RMA ratios • Helped clients with templates for marketing plans. • Specialized in all SBA Programs. |
| Employer: | Small Business Develepment Technology Centers |
| Position: | Regional Manager |
| Time period: | December 2005 - November 2007 |
| Description: | Responsibilities: Managed day-to-day operations of start- up and joint venture including: joint venture negotiation, marketing, domestic and international sales, international regulations/banking/distribution, budgets and legal trade agreements.
Scope: Established sales infrastructure layout for new products to be implemented into the market. Work Performed: • Developed 30 new business accounts due to excellent prospecting and follow-through abilities. • Prepared monthly sales reports and monthly forecasts. • Prepared presentation used for customers, through consultative selling. • Generated new sales and built territory infrastructure. • Worked with the small business administration to facilitate loans for small businesses and professionals. |
| Employer: | Financial Insurance Management Company |
| Position: | Regional Account Sales Manager (Caribbean market) |
| Time period: | December 2003 - November 2006 |
| Description: | Responsibilities: Analyze client needs and strategize appropriate communications, sales and relationship building solutions.
Scope: Involvement in the reporting of monthly sales outcomes, to be discussed and analyzed with managers, directors and executives. Work Performed: • Grew sales revenues and gross profits by developing regional and Caribbean client businesses. • Attended training and developed relevant knowledge and skills. • Carried out market research, competitor and customer surveys. • Assisted in developing the strategic business plan for target markets, with a strong emphasis on financial planning. • Ensured the business plan is in line with the strategic direction and revenue goals. |
| Employer: | Citizen’s Financial Group |
| Position: | Vice President of Business Banking Sales |
| Time period: | December 2001 - November 2004 |
| Description: | Responsibilities: Serviced customers seeking loan and/or deposit relationships with the bank, interviewing applicants to develop information concerning their business and requirements. Evaluate credit information and make relationship recommendations. Maximize the business’s profitability through the maintenance of a high quality portfolio.
Scope: Involved in serving key member of the business banking development team in helping to drive overall business and technical strategy to report and to be discussed with manager, directors, and executives. Work Performed: • Manage the District market, including implementing and executing a sales strategy. • Aggressively grow the sales organization in key markets and segments. • Employee development and performance management. • Drive productivity at the organizational, regional, local and individual levels. • Successfully managed the district financials as related to sales to include cost control and budget management, expense ratios and profit objectives, sales forecasts and losses. |
| Employer: | Hartford Economic Development Commission |
| Position: | Small Business Specialist |
| Time period: | December 1997 - November 2002 |
| Description: | Responsibilities: Provided technical assistance to neighborhood businesses and entrepreneurs interested in starting new businesses.
Scope: Services are provided by a team of Small Business Specialists assigned who walk the commercial corridors and build productive relationships with business owners. Work Performed: • Business Plan Development Assistance, Financial Projections and Analysis. • Financial Loan Packaging, Licensing and Permitting. • One on One Sales Consultation. • Competitive market analysis, leading to growth and opportunity. • Input into trade show planning and management. |
| Employer: | Sales Account Executive |
| Position: | Federal Express Corporation |
| Time period: | December 1987 - November 1998 |
| Description: | Responsibilities: Supported commercial development through identifying, analyzing and documenting new business opportunities in typical business plan format with a heavy emphasis on new business development and relationships
Scope: Participation in various activities essential to the reporting of the company operation. Work Performed: • Contact customers and prospects to sell a variety of FedEx services. • Focus on personal sales targets by developing new business opportunities. • Troubleshoot customer problems. • Enhance existing customer relationships |
EDUCATION
| University: | Western New England College |
| Degree: | General Management , MBA |
| University: | Eastern Connecticut State University |
| Degree: | Marketing and Sales, BSc |
PUBLICATIONS
| Patents: | N/A |
