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Sergio MontesinosSM
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Sergio Montesinos

@sergiomontesinos

Administrative Assistant at Wealth Insured who developed control reports and performance metrics for the Dialers team.

Bolivia
Message

At Wealth Insured, I developed control reports and analyzed performance metrics to evaluate and improve the Dialers team's performance. I also managed the client and policy portfolio submitted by agents and followed up with insurance companies on policy acceptance.

At Grupo GOIT, I developed strategic plans and social media content to establish the company's corporate image. I managed the marketing department's schedules and organized company events, overseeing logistics from planning to completion.

At La Cascada S.A., I handled supplier quotations and negotiations and managed product logistics in supermarkets and warehouses. I also prepared reports on proposals and strategy results, and gave presentations to train the sales team.

At Quantum Group S.R.L., I conducted market research to assess customer brands and competitors and support marketing and promotional strategies. I also managed supplier and client communications; at Universidad Privada Boliviana, I organized confidential documents and supported academic promotion.

Experience

Work history, roles, and key accomplishments

LS

Trade Marketing

La Cascada S.A.

Jul 2022 - Sep 2022 (2 months)

Handled supplier negotiations and managed product logistics in supermarkets to optimize layouts and direct sales. Prepared reports and presentations to train the sales team.

UB

Document Management Assistant

Universidad Privada Boliviana

Aug 2019 - Nov 2019 (3 months)

Managed confidential documents and organized them physically and digitally. Implemented office packages for document tracking and control, increasing efficiency.

UB

Academic Promoter

Universidad Privada Boliviana

Jan 2019 - Jun 2019 (5 months)

Contacted alumni and interested individuals to offer diploma and master's programs by presenting academic opportunities.

Education

Degrees, certifications, and relevant coursework

UB

Universidad Privada Boliviana

Diplomado, Estrategia Comercial

2026 - 2026

Diploma in Commercial Strategy from May to September 2026.

UB

Universidad Privada Boliviana

Ingeniería Comercial, Ingeniería Comercial

Graduated in Commercial Engineering with notable achievements in commercial and administrative areas, including marketing, logistics, and business administration.

AI

Aspire Institute

Program, Leadership

2025 -

Leadership Program completed in March 2025.

CL

Claseflix

Curso, ChatGPT

2024 -

ChatGPT course completed in September 2024.

CL

Claseflix

Curso, Organización de eventos

2024 -

Event planning course completed in September 2024.

IF

Instituto Latinoamericano de la Franquicia

Diplomado, Franchise Business

2023 - 2023

Diploma in Franchise Business Master completed from September to November 2023.

IA

Instituto Técnico Anura

Curso, Mercadotecnia Digital

2023 - 2023

Digital Marketing course completed from May to September 2023.

HubSpot Academy logoHA

HubSpot Academy

Curso, Marketing Inbound

2024 -

Inbound Marketing course completed in June 2024.

LL

LinkedIn Learning

Curso, Gestión de proyectos

2024 -

Project management with Microsoft 365 course completed in June 2024.

TE

Teachlr

Curso, Marketing

2023 -

Course on how to manage marketing in small businesses completed in January 2023.

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