David Marquez: Financial Advisor in Juarez, CHH
David Marquez
Financial Advisor
Juarez | MX
Skills
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Interests
Community service (rotary)
Summary
Activity
Projects
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Work experience
Seguros MOnterrey New York Life
Financial Advisor | 03/2015 - Current
• Advisor to customers who are looking to buy their new home
• Real Estate Network, to better serve our customers in finding them new homes
• Administration of buying/renting customer homes
• Mortgage credit advisor with a broad network of banks
• Pyme credits for companies in need of more finance for current of future projects.
• Advisor to customers looking to get a mortgage credit, based on their profile we would file a petition to a specific bank institution to manage customer’s credit.
• Advisor to companies, in need of liquid money, to grow their companies, remodel them, or just for payroll purposes.
• Based on their profile we would advise how to find the ways to cover their needs
TE Connectivity
Master Scheduler | 04/2013 - 03/2015
• Performed monthly review of supply forecast as well as yearly consumption of product’s based on customer demand
• Analyzed manufacturing capacity to work on a rough cut plan that provided an accurate inventory forecast plan
• Implemented internal “Supply Review” to analyze improvements opportunities on excess reduction, safety stocks recalculations
• Worked with Product Manager, to coordinate efforts in providing customer better commitment dates and have the distribution center ship on time the product.
• Reviewed with Product Manager, excess and obsolete products to advise Finance team on the reservations needed for the quarter
• Determined capacity constraints and supply risks on customer current and future requirements, to advise in a timely manner what needed to be expedited from our supplier and advise on customer delays
• Continuously driving improvement activities, such a delivery reliability, or frequency of inventory turnover
Lexmark
WW Supply Chain Planner | 01/2007 - 03/2013
• Analyzed possible problems during the quarter for lack of supply to fulfill our customer demand
• Worked with new product introduction, and developed the process flow for successful announcement of these products, identifying the bottlenecks and how communication amongst all departments involved could be improved.
• Analyzed last time buys, for old products, developing a dashboard to follow-up with the Geo representatives to track the timing for a withdrawal of the product WW.
• Analyzed key performance metrics like backorder (availability issues), inventory performance, excess, per geography developing dashboards that would advise upper management when and issue needed their attention
• Analyzed production volumes in a quarterly basis against forecast from WW Marketing, to determine the trend and react on a timely manner to any demand variation greater than our policy.
• Analyzed of consigned and non-consigned inventory to determine if it was cost effective
EDS (Electronic Data Systems)
Infrastructure Associate | 02/2004 - 01/2007
• Managed resources of user’s account for our customer Delphi
• Granted and restricted permissions to user’s shared resources
• Creation of accounts in Active Directory, Novell, Citrix and Lotus Notes.
• Collaborator on new tools developed to analyze our quality of service to our clients
Education history
Instituto Tecnologico de Cd. Juarez
Bachelor's Degree | 1995 - 2000
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Companies (0)
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