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Carlos Pagan

@carlospagan1

Sales Execution Lead at L&R Distributors who managed $21M in key customer accounts and used Power BI to identify performance gaps.

United States

Message

What I'm looking for

I’m aiming to leverage my abilities to successfully contribute and add value to a company.

At L&R Distributors, I directed strategic management of key customer accounts valued at $21M. I collaborated with marketing, supply chain, and operations teams to execute sales initiatives and used Microsoft Power BI to analyze customer performance and uncover gaps.

As a Financial Services Representative at Mass Mutual, I maintained client documentation, prepared reports on recommended courses of action, and built long-term client relationships. I also worked as a self-employed day trader, monitoring markets and developing trading, option, and hedge strategies.

Experience

Work history, roles, and key accomplishments

Current

Day Trader

Current

Self Employed

May 2016 - Present (10 years 6 months)

Monitored and analyzed markets to increase profitability. Devised trading, option, and hedge strategies to increase probability of success.

Technical analysis Fundamental analysis Risk Management Financial Markets Trading strategies

Sales Execution Lead

L&R Distributors

Nov 2022 - Jul 2026 (3 years 8 months)

Directed strategic management of key customer accounts valued at $21M. Collaborated with marketing, supply chain, and operations teams to ensure successful execution of sales initiatives.

Power BI Data Analysis Customer Relationship Management Cross Functional Collaboration Strategic Planning

Financial Services Representative

Mass Mutual

Dec 2018 - Nov 2022 (3 years 11 months)

Maintained files and verified completeness of notes to organize client documentation. Identified operational problems to implement changes and provide solutions.

Customer Relationship Management Cold Calling Financial Planning Report Writing Scheduling