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David Marquez: Financial Advisor in Juarez, CHH

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David Marquez

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Financial Advisor
Juarez | MX
Skills

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Interests
Community service (rotary)
Industries
Bike
Golf
Fishing
Lifestyle
Moto & Powersports
Outdoor
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Summary
Activity
Projects

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Work experience
Image Seguros MOnterrey New York Life

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
Image TE Connectivity

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
Image Lexmark

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
Image EDS (Electronic Data Systems)

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
Image Instituto Tecnologico de Cd. Juarez

Instituto Tecnologico de Cd. Juarez

Bachelor's Degree | 1995 - 2000

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1501 Lincoln Blvd.#1014 Venice, CA. 90291