Irene E S Juan

Dallas, TX

Financial Services

Axa Advisors Nov 2014 - Oct 2019
Financial Professional
Bank of Texas Nov 2013 - Nov 2014
Bilingual Relationship Banker
Inspirus, Llc Oct 2011 - Sep 2013
Account Representative
Wells Fargo May 2011 - Oct 2011
Personal Banker- Loan Officer
Texas Woman's University Aug 2008 - Dec 2010
Business Advertising Manager

Texas Woman's University 2012 - 2014
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management Texas Woman's University 2007 - 2010
Bachelors, Bachelor of Business Administration, Finance Harlaxton College 2008 - 2008
Arlington Heights High School 2003 - 2007

Sales
Microsoft Office
Leadership
Customer Service
Time Management
Teamwork
Budgets
Spanish
Peachtree
Customer Satisfaction
Human Resources
Outlook
Microsoft Excel
Training
Quickbooks
Advertising
Public Speaking
Windows Vista
Microsoft Office Xp
Data Analysis
Os X
Social Networking
Notary Public
Hogan Assessments
Team Building
Strategic Planning
Mortgage Banking
Critical Thinking
Communication
Virtual Teams
Client Relations Skills
Customer Retention
Determined To Succeed
Operating Systems
Operating Budgets
Store Vision Platform
Store Vision Teller
Retail Banking
Account Management
Business Development
Team Oriented
Retirement Benefits
Life Insurance
Retirement Planning
Financial Planning
Client Education
College Education Planning
Financial Services
Insurance Planning
Insurance Services
Insurance Strategies
Pension Distribution Planning
Retirement Planning Strategies
Tax Deferred Investment Planning
Tax Efficient Investing Strategies
Wealth Management
Strategic Partnerships
Social Media
Social Media Marketing
Retirement Planning Specialist
Marketing
Ira Rollover Strategies
Ira Distribution Planning
Investment Services
Income Strategies
401K Distribution Planning
401K Rollover Strategies
Employee Benefit Strategies
Financial Management

Spanish

General Lines Agent - Life, Accident, Health & Hmo
Series 6
Series 63
Series 7
Public Notary, State of Texas

inspirus
Fort Worth, TX
Oct 2011 to Sep 2013
Account Representative
Wells Fargo
Fort Worth, TX
May 2011 to Oct 2011
Loan Officer/Banker
Wells Fargo
Fort Worth, TX
Jun 2010 to May 2011
Teller
The Lasso - Texas Woman's University
Denton, TX
Aug 2008 to Dec 2010
Business Manager

Texas Woman's University
Denton, TX
2012 to 2014
Masters in Business Administration
Texas Woman's University
2007 to 2010
BBA in Finance
Harlaxton College
Grantham
2009 to 2009
Study Abroad

Intermediate knowledge of Mac OS X, Vista, XP, Microsoft Office Suite, Peach Tree Accounting Software, QuickBooks Software, Store Vision Teller, Store Vision Platform, Hogan 3270, Add-On, Console, DMS, Crystal Reports, Fluent in Spanish