Luis Brea
About
Luis Fernando Brea. CSM, CSPO, SAFe 4.5 Certified and PMP (Certification pending). Qualified IT Professional with solid background and experience on software project implementations, Sales Operations and Customer Service. Proven experience on Project Management, Sales Operations and over 8 years of CRM and SaaS implementation. Founder and CEO of Agitrend, an advisory firm created to assist companies and individuals in the transformation process from traditional organizational model into an agility culture embracing Scrum principles. Analytical and structured thinker focused on business process analysis, design, improvements and documentation. Demonstrated leadership in managing cross-functional teams. Experience implementing and managing Customer Relationship Management (CRM) and BI projects. Experience in building, maintaining and growing relationships with stakeholders and customers. Coaching, training and developing users/stakeholders in products, services and compliance. Qualified speaker in hosting workshops and training sessions to onsite audiences and remote audiences via webinars. In addition, licensed professional in Life & Health Insurance and Securities (Series 6/63) advising and coaching individuals, small and medium businesses on personal finances, and performing Financial Needs Analysis.
Experience and services
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Career history
- 2013-05-03 - present - Agitrend Inc. (President and Owner)
- 2011-11-01 - present - Primerica (Financial Advisor)
- 2002-10-01 - 2008-01-31 - Level 3 (Senior Account Mngr.)
- 2008-05-05 - 2009-02-06 - Giroski Agro (Project Mngr.)
- 2009-02-06 - 2011-10-31 - Giroski Agro (Sales Admin. Manager)
- 2013-08-05 - 2016-08-26 - Bupa (Sales Operations Systems Manager)