Luis Green

Summary: I am a recent graduate holding a Bachelor's degree in Business Administration and a Master's degree in Data Science, seeking a career in sales. My professional journey has encompassed diverse experiences that have honed my skills and equipped me with a strong foundation for success.

Professional Experience:

Investment Firm Experience (4 years): During my tenure at a registered investment firm, I delivered high-quality research presentations to executives and high-net-worth individuals. My ability to analyze data, extract meaningful insights, and communicate them effectively played a pivotal role in shaping investment decisions. Additionally, I maintained a steadfast focus on providing optimal customer service, ensuring client satisfaction, and building lasting relationships.

Current Role at Solar Sales Company (California): In my current role at a solar sales company in California, I have embraced the dynamic world of sales with enthusiasm and dedication. My responsibilities encompass a wide spectrum of sales activities, including:

Prospecting Clients: I proactively identify potential clients through research and market analysis, allowing me to target individuals and organizations most likely to benefit from our products and services.

Negotiation: My negotiation skills are put to the test daily as I work to secure deals that are mutually beneficial for both our clients and our company.

Setting Appointments: I excel at arranging meaningful meetings with prospective clients, leveraging effective communication and persuasion to schedule appointments.

Cold Calling: I engage in cold calling with a systematic approach, utilizing data-driven insights to tailor my pitch and maximize the chances of success.

My current role has provided me with valuable experience in the art of persuasion, effective communication, and the ability to adapt to a wide range of customer preferences and needs.

MomentVs (July 2023-Current)

• Role at Solar Sales Company:
  • Prospecting Clients: Identifying potential clients through research and market analysis.
  • Negotiation: Negotiating mutually beneficial deals with clients.
  • Setting Appointments: Scheduling meaningful meetings with prospects.
  • Cold Calling: Systematic approach to cold calling with data-driven insights.
• Skills Developed: Persuasion, effective communication, adaptability to customer preferences.

Sather Financial Group (June 2019 – June 2023)

• Investment Firm Experience (4 years):
  • Delivering high-quality research presentations to executives and high-net-worth individuals.
  • Data analysis, meaningful insights extraction, and effective communication.
  • Optimal customer service, client satisfaction, and relationship building.

Bulldog Investment Company (BIC) (December 2018 – May 2023)

• Student-Run Portfolio Management:
  • Delivering over fifty company presentations to Certified Financial Planners, Chartered Financial Analysts, and Certified Public Accountants.
  • Leadership as team captain, overseeing a team of over thirteen students.

Big Dog Endowment (February 2022 – May 2023)

• Co-Founder of Big Dog Endowment:
  • Managing a student-run program overseeing a $2 million charitable foundation.
  • Evaluating and funding worthy causes, including support for war-torn Ukraine, flood victims in Florida and Cuba, and earthquake victims in Syria.
  • Fundraising activities for the Breast Cancer Research Foundation.

I hold a Bachelor of Business Administration and a Masters in Data Science from Texas Lutheran University. With a strong foundation in both business and data analytics, coupled with fluency in both Spanish and English, I am well-equipped to contribute to an organization's success through my versatile skill set and cultural competence. My academic achievements and linguistic capabilities make me a valuable asset in today's diverse and data-driven business landscape.