Felipe Garcia

Felipe Garcia has extensive work experience in the field of client relationship management, financial services, and team management. From 2011 to 2013, they worked as a Crisis Account Manager at Pivotal Payments. In this role, they increased client retention by addressing and resolving client's concerns within 12 hours. From 2013 to 2015, they were a Financial Services Manager at BMO Financial Group, where they achieved 125% of sales quota and increased revenue by focusing on lending facilities such as mortgages, lines of credit, and personal loans. From 2015 to 2017, they were a Client Relationship Manager at Propulo Consulting, where they generated 700,000 in yearly revenue through upselling and new business. From 2020 to 2022, they were an Associate Commercial Director at McLean & Company, where they worked collaboratively and creatively with clients to maximize company project success and identified and recommended appropriate initiatives and strategies to meet client's yearly objectives. Currently, they are an Account Manager, North America at Fliplet.

Felipe Garcia has a diverse educational background. Felipe obtained a Bachelor of Science degree from Full Sail University in 2008, majoring in Music Business and Administration. Prior to that, they earned an Associate of Science Degree in Recording Arts from Full Sail University in 2007. In 2016, they completed the Life License Qualification Program LLQP from The Financial Advisors Association of Canada Advocis, majoring in Insurance. Felipe also holds an Investment Funds In Canada License (IFC) from the Canadian Securities Institute, which they obtained in 2015. Currently, they are enrolled in Harvard Business School Online, pursuing a Design Thinking and Innovation program.