Rafael Garcia

Rafael Garcia has worked in the financial industry since 1999. Rafael began their career at Merrill Lynch as a Client Associate, where they developed a marketing campaign and managed the internship program. In 2005, they moved to UBS Wealth Management as a Client Services Advisor, where they appeared as a guest speaker in local colleges and compiled equity research. In 2006, they joined Jacob Dean Mortgage, Inc. as a Territory Sales Manager, where they managed a team of 3 brokers and achieved sales growth of 21% YoY. In 2011, they moved to Sysco as a Territory Sales, Marketing Associate, where they were recognized as an eCommerce champion and awarded the 2016 Chairman Club recognition. In 2018, they joined Keller Williams Realty as a NYS Licensed Real Estate Salesperson, and also joined Mint Financial Group as a New Business Development Manager, where they reached a Top Producer Status and developed strategies to enhance the capabilities and drive higher revenue. In 2020, they joined Idea Financial as a Customer Success Manager.

Rafael Garcia received their Bachelor of Arts in Business Administration and Management, General from Queens College between 2002 and 2005. Rafael has also obtained certifications as a Florida Notary in August 2019, an Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities from the New York State Department of Taxation and Finance, and a Licensed Real Estate Salesperson from the New York State Department of Financial Services.