Blanca E. Blanco
1839 Alta Vista St., Houston, Texas 77023
Cell # 713-859-6415
Professional Summary:
Obtained Series 7 Securities license in 2003, as well as, Series 6 and 66, and General Lines Agent
Insurance License, and been in the business, banking and financial industry field for 13 years, including
some financial modeling and valuation experience. In addition, have sales management experience of
16 years, and have strong communication and process management skills.
Experience:
JP Morgan Securities, LLC.
Financial Advisor
Vice-President of Investments
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Effectively manage a team of 11 personal bankers through training and performance
management;
Administer a portfolio of $25 million of assets under management;
Advise clients on appropriate investment strategies; assess risk tolerance; execute long-term
financial strategies; and build long-term relationships with customers;
Possess strong management and communication skills in English and Spanish and interact with a
variety of customers and advise on processes to achieve desired financial goals;
Administer and manage two bank branches, Gulfgate and Broadway branches, as financial
advisor;
Manage and train personal bankers in both branches in skills of listening and identifying
processes to streamline and improve to better connect with customers;
Advise licensed bankers on FINRA Regulations required to be in compliance.
Merrill Lynch
Financial Advisor
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Houston, Texas
12/2008 - present
Galveston, Texas
10/2005 – 12/2008
Accomplished managing a portion of the fixed income portfolio of City of Crystal Beach, Texas;
advise on investments as their public investment officer;
Accomplished in the Texas Public Funds Investment Act of 2010;
Administered a portfolio of assets under management of $15 million;
Worked with high-net worth clients and business owners to achieve their long-term financial
strategies; and build long-term relationships;
Strong communication and management skills advising how to achieve their goals effectively;
Advised and managed assistants on processes of organizing financial seminars every other
month; implement budget controls on financial presentations.
Blanca Blanco – Curriculum Vitae
Page 2
Edward Jones Investments
Investment Representative
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Administered processes to successfully manage my branch office in Texas City, Texas;
Managed and organized financial presentations outside the office, including implementing
budget controls for branch office;
Advised individuals and business owners on attaining their financial goals through disciplined
financial planning, along with long-term strategies; and build long-term relationships;
Trained assistant on how the process worked on organizing financial presentations;
Administered $12 million of assets under management;
Accomplished being named All American Team for over 5m in gross production sales for
American Funds mutual fund company
Service Corporation International (SCI)
Sales Manager
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Texas City, Texas
12/2002 – 10/2005
Houston, Texas
1996 – 2002
Advanced from sales associate to Sales Manager within a 2-yr. period;
Managed a team of sales counselors on work hours; training sessions, commission payouts;
Managed and trained on processes on sales and closing techniques; writing contracts; set up
structure for training manuals for sales counselors; set up structures on making cold calls;
implementing sales scripts;
Managed a cemetery in Pasadena, Grandview; implemented budget controls for running sales
positions effectively;
Achieved being named SCI's Gulf Region 200% Top Performer Award.
Education:
University of Phoenix
Master’s Business Administration
 GPA of 3.83
 Total UOP Cumulative GPA 3.58
Phoenix, Arizona
03/2009
University of Phoenix
Bachelor of Science in Business/Finance
 GPA of 3.46
 Major in Business and Finance
Phoenix, Arizona
08/2007
Blanca Blanco’s Resume
Page 3
Skills:
Investment Banking Institute
Houston, Texas
07/2012 – 8/2012
Intensive 4-week financial modeling and valuation training program
 Performed company valuation utilizing (i) comparable public company analysis, (ii) precedent
transactions analysis, and (iii) discounted cash flow (DCF) analysis
 Built fully integrated financial statements projection model, LBO model, accretion/dilution
merger models, including ability to run operational and capital structure sensitivities within
models and data tables for sensitivity analysis
Language:
 Spanish – fluent in speaking/reading/writing
Activity/Professional/Community Service:
Rotary of La Marque, Texas
 Secretary
 Paul Harris Fellow in 2004-2008
 President – 2007-2008
 Named Rotarian of the Year 2008
2004 – 2008
Houston Community College – Southeast Campus
2006
 Chaired Ad Hoc Community 2000
 Named 2006 “Spirit of the Eagle Award” for work and contributions to the east end community.
Hispanic Women in Leadership
 Member - Named 2011 HWIL’s Trailblazer Award
 Inducted in 1991 HWIL Hispanic Women Hall of Fame
1991 – 2011
American Leadership Forum
1994
 Senior Fellow of Leadership Forum Class XI, in demonstrating leadership and working
collaboratively different segments of the community
Houston Hispanic Chamber of Commerce
11/1992
 Member
 Named “Hispanic Business Woman of the Year” as publisher/editor of Viva Magazine, for many
stories written and published in the magazine highlighting the Hispanic community.