You are on page 1of 3

M. Yael Mendez Skype: Yael.

Mendez
956 279 2275 yael.mendez@yahoo.com

OBJECTIVE
At 30 years of age and nearly 10 years of banking experience I consider myself a
young veteran. A combination of youth, energy, ambition and the experience and
training of Fortune 50 companies that have allowed me to acquire and manage
multi-million dollar books of business. A trained sales person that establishes
instantaneous client relationships based on trust and expertise in banking,
investments and insurance. Fully cross-trained and able to manage complex
projects with innovative ease.
At this point of my career I search for a company that will present long-term career
opportunities that will harbor and develop my entrepreneurial spirit. An
organization that offers a fast-paced challenging environment, that awards
responsibility and performance. An ethical business enterprise that maintains high
expectations from their employees and itself.
Daily I am driven to be the best at what I do and my biggest motivation is the
recognition from my clients. I place great value on my career, goals and
accomplishments and in belonging to an organization that seeks mutual success for
its clients, business and employees. I consider myself a modern renaissance man
with abundant knowledge within the field of banking and finance as in liberal arts
and sciences. My background is vital in my sales approach to build lasting client
relationships and helps me resolve workplace issues both in a corporate or creative
atmosphere.

WORK EXPERIENCE
Vice President, Head of International Business
Jan-2010 – Present
Lone Star National Bank | State: TX Banking
Develop and launch an International Private Banking and Wealth Management
Platform for 2 Billion dollar regional bank. Effectively segmenting entire bank
portfolio in preparation for cross-selling of Bank, Investments and Insurance.
Responsible for the Core 1,000 -Top customers that represent 70% of Bank revenue.

International Investment Advisor, International Business Development


June 2006 - 2009
Banorte Securities International | State:TX Banking
Development of Private Banking department within a national Bank, primarily
serving international clients (offshore accounts), domestic commercial accounts and
401k retirement plans. Personal acquisition of a 50 Million US Dollar Book of
business, management of investments both in sales and trading and business
development.
Training of bank personnel in referral process of commercial and private accounts to
investment/brokerage service. Sales presentations and calls within the US and
internationally in Latin America. Seminar presentations at private client events.
International Financial Advisor
June 2005 - June 2006
JPMorganChase | McAllen, TX Banking
$2,500,000/month sales producer. Integrates with banking center to provide JP
Morgan Chase Bank clients the necessary financial advise, service and products.
Responsible for 140% performance of domestic investments compared to prior year.
Left JPMorganChase due to upward mobility and opportunity provided by Banorte
Securities.

Financial Advisor
August 2004 - November 2005
Thrivent Financial | McAllen, TX Banking
Independent Financial Advisor
$1,500,000/month sales producer
Left Thrivent due to tremendous opportunity to work with international clients at
JPMorganChase, clients which I could not work with within the Thrivent
compliance model.

Branch Manager
April 2003 - July 2004
Jackson Hewitt | Minneapolis, MN
Manage the Minneapolis branch for this Tax and Financial services company. Have
increased sales by 120% when compared to last year's totals. Received the "Rookie
of the Year" company award for outstanding performance, efficiency of client service
and record growth. *Left Jackson Hewitt after relocation to Texas.

Financial Advisor
June 2001 - May 2003
American Express Financial Advisors Inc. | Edina, MN
Recruited from St. Olaf College and specialized in the initial consultation meeting,
sales psychology and techniques. Trained specifically to be the point person in
developing client relationships.
Assisted clients in achieving personal and business financial objectives. Brokered
financial products and insurance; analyzed specific situations and provided
financial counseling. Gained experience in markets, business transactions and high-
end networking.
Worked heavily with OPEN (Small Business Network) in acquisition and
management of corporate profit –sharing and pension plans.
Moises Yael Mendez

*Left AEFA after client recruited me to manage business operations and main
branch.
EDUCATION

B.A. Political Science, May 2001


St. Olaf College | Northfield, MN

Minor - Biological Sciences and Molecular Biology. Spanish Language and


Literature.
Honors - Professional Exploration Program Alumni.
Hispanic Entrepreneurial Society Prospectus award.
Mosaic Multicultural Leadership Award, St. Olaf College
Lutheran Leadership Award and Academic Scholarship
Abundant Leadership posts-held (available upon request) most notably 2000
Student Government Activities Coordinator.

High School,
University City High School | San Diego, CA

Subjects >Strong interest in communications and public affairs. Interest in music


and the arts.

LISCENCES

Series 7 and 66 March 2001

Securities And Exchange Commission


Registered Financial Representative.

SKILLS
Investment Sales Expert
Corporate Training Expert
MSOffice Products, Dbase, Foxpro, Corel Expert
Fully Bilingual (Spanish-English) Expert
Translation and interpretation (real time) Expert

LANGUAGES
English Fluent
German Intermediate
Spanish Fluent
M. Yael Mendez

PROFESSIONAL MEMBERSHIPS / AFFILIATIONS


McAllen Chamber of Commerce
Minneapolis Hispanic Chamber of Commerce
Founding Member/Organizer.
Minnesota Latino Business Development Center