David Zhindon
Fort Lauderdale
Summary
Results-driven Financial Consultant and Investment Real Estate Specialist with a strong background in financial analysis, client relationship management, and strategic planning. Adept at developing customized financial plans and delivering detailed reports to support sound decision-making. Successfully managed over $1,000,000.00 in client capital, driving profitability through data-driven strategies. Proven expertise in commercial real estate investments, including market research and contract negotiation. Recognized for cultivating lasting client relationships and consistently exceeding sales and financial objectives through clear communication and strategic problem-solving.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Sales Advisor
ManZhi Products International Corp
Miami
07.2023 - Current
- Coordinated shipments and deliveries to enhance logistics efficiency.
- Managed inventory levels to ensure consistent product availability.
- Monitored safety regulation compliance in all logistics operations.
- Processed customer transactions accurately through point-of-sale systems.
- Assisted customers with product inquiries and selection during sales interactions.
- Provided friendly, knowledgeable service to address customer requests and concerns.
- Stayed current on trends in sales promotions and product updates.
- Prioritized tasks effectively to achieve service objectives.
Senior Financial Consultant
Skyline Financial
Miami
01.2025 - 08.2025
- Prepared detailed financial reports for client presentations, enhancing communication effectiveness.
- Collaborated with clients to assess financial goals and develop tailored plans.
- Utilized financial software to streamline reporting and analysis processes.
- Educated clients on financial products, market trends, and debt management strategies.
- Identified cost-saving opportunities through process improvement initiatives.
- Conducted research on financial regulations impacting client debt relief options.
- Coordinated with team members to improve service delivery for clients.
Investment Commercial Real Estate Agent
Keller Williams
Miami
01.2024 - 12.2024
- Conducted comprehensive market analysis utilizing local real estate data and trends.
- Identified suitable commercial properties for clients seeking investment opportunities.
- Analyzed property values and trends through thorough market research.
- Developed targeted marketing materials to enhance property visibility.
- Coordinated property showings and open houses to engage potential buyers.
- Cultivated strong client relationships through effective communication and support.
- Created incentive strategies for realtors, builders, and buyers to drive sales.
- Negotiated contracts and leases, resulting in improved profitability.
Education
Bachelor of Arts - Finance
Florida International University
Miami, FL12-2026
Skills
- Financial analysis
- Client relationship management
- Market research
- Team collaboration
- Sales forecasting
- Customer service
- Closing deals
- Market forecasting
Accomplishments
- Managed over $1,000,000 in client capital, focusing on maximizing returns through strategic financial planning.
- Successfully closed commercial real estate transactions totaling more than $6,000,000.
- Earned promotion to Senior Financial Consultant within a few months, recognizing exceptional performance and client success.
Certification
- Real Estate License
- Microsoft Excel Certificate
- Microsoft Powerpoint Certificate
Languages
Spanish
First Language
References
References available upon request.
Timeline
Senior Financial Consultant
Skyline Financial
01.2025 - 08.2025
Investment Commercial Real Estate Agent
Keller Williams
01.2024 - 12.2024
Sales Advisor
ManZhi Products International Corp
07.2023 - Current
Bachelor of Arts - Finance
Florida International University
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