Five Year Marketing Plan Presentation

Apr 24, 2012Download as PPT, PDF2 likes796 views

The document outlines a 5-year marketing plan for Cesar Q. Del Rosario, Jr. to earn various certifications and degrees, including an MBA, with the goal of obtaining a career in the financial sector in New York City. It details his educational timeline, strengths, weaknesses, and plan to apply to top business schools, with a backup plan if he does not gain acceptance to his top choice programs. The plan aims to help clients become financially secure in retirement by providing financial planning and investment services.

FIVE-YEAR MARKETING PLAN
Cesar Q. Del Rosario, Jr.

��Success consists of going from
failure to failure without loss of
enthusiasm.�� C Winston Churchill

Quick Facts
? Cesar Q. Del Rosario, Jr.
? Born June 2, 1992
? Stockton, CA
? Finance Major, Junior
? Move to New York City because of its title as the
Financial Capital of the World.

Vision
? To make sure that clients in the future have the
tools necessary to become financially sound by
having a humble sized nest egg come retirement.
? to become self sufficient and able to find a job in
the financial market sector preferably in
investments, mutual funds, and/or retirement
planning that makes enough money to live a
comfortable life and have a manageable work
schedule.

5-Year Goals
? Receive Licensure in Life and Health Insurance
? Take the GMAT
? Complete B.S. Finance
? Enroll/Complete in M.B.A. Program
? Certification in Series 6, 7, 63
? Chartered Financial Analyst Certification

Pathway To New York University
Stern School of Business

Strengths
? GPA falls within 80% Range
? Average Work Experience is 5.5 years
? Minority Student
? RHA Senator of Carey Hall (2009-10), Member of
St. John��s University Debate Society, Member of
Leadership Development
? Volunteer at: St. Mary��s Interfaith Community
Services, 3rd Degree Holder from the Knights of
Columbus, Filipino Catholic Association
? Public Speaking Skills, Presentation Skills,
Understanding of Management through
professional work experience

Weaknesses
? Cumulative GPA does not meet average
undergraduate NYU GPA.
? No GMAT Score
? No other significant co-curricular leadership
positions.

Opportunities
? Internship opportunities with Aflac, New York
Life.
? Achieve a minimum of 700 on GMAT this
August.
? Graduate Admissions Assistance Program
Summer Research Funding:
? The Psychology of Business Management

Threats
? 4,416 applications received, 391 total class size =
8.85% acceptance rate
? GMAT format change

Plan ��B��
City St. John��s Fordham University of Columbia
University of University University California, University
New York, (Tobin) (GSB) Berkeley (Columbia BS)
Baruch (Haas)
(Zicklin)
Tuition (Entire $51,356.00 $55,370.00 $80,676.00 $92,832.00 $113,180.00
MBA)

Enrollment 122/2,473 248/784 550/1,497 492/1,511 1,278/2,281
(Full Time
MBA)
GMAT score 627 557 609 715 716
Average 3.3 3.3 3.64 3.5
Undergraduate
GPA
Work 4.67 6 5 5
Experience

[1]
http://zicklin.baruch.cuny.edu/admissions/grad/student_profile.html
[2]
http://www.businessweek.com/bschools/rankings/full_time_mba_profiles/stjohns.html
[3]
http://www.businessweek.com/bschools/rankings/full_time_mba_profiles/fordham.html
[4]
http://mba.berkeley.edu/community/classprofile.html
[5]
http://www4.gsb.columbia.edu/mba/admissions/classprofile

EDUCATIONAL TIME LINE
2012 2013 2014 2015 2016 2017
Career Fairs,
1Q Career Center,
Internship CPA
Life and Health EXAM III
Insurance
License
(PLAN A)
2Q Internship, B.S. M.B.A. CPA
GMAT, Finance, Finance, EXAM
GAAP St. John��s Accounting IV (PLAN
Summer
University or A)
Research
Manageme
nt.
3Q Internship, Job in CPA
GMAT Financial EXAM I
Sector, (PLAN A)
M.B.A.
Program
4Q Internship Series 6, 7, CPA Chartered
63 EXAM II Financial
Licensing. (PLAN A) Analyst
Preparation

FINANCIAL TIME LINE
2013 2014 2015 2016 2017

1Q

2Q Begin paying off Begin search for
Student Debt, Job Permanent Life
Insurance

3Q Begin funding on a
mutual fund or Major
Investment, Rent a
studio apartment in
Manhattan.

4Q

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Five Year Marketing Plan Presentation

1. FIVE-YEAR MARKETING PLAN Cesar Q. Del Rosario, Jr.

2. ��Success consists of going from failure to failure without loss of enthusiasm.�� C Winston Churchill

3. Quick Facts ? Cesar Q. Del Rosario, Jr. ? Born June 2, 1992 ? Stockton, CA ? Finance Major, Junior ? Move to New York City because of its title as the Financial Capital of the World.

4. Vision ? To make sure that clients in the future have the tools necessary to become financially sound by having a humble sized nest egg come retirement. ? to become self sufficient and able to find a job in the financial market sector preferably in investments, mutual funds, and/or retirement planning that makes enough money to live a comfortable life and have a manageable work schedule.

5. 5-Year Goals ? Receive Licensure in Life and Health Insurance ? Take the GMAT ? Complete B.S. Finance ? Enroll/Complete in M.B.A. Program ? Certification in Series 6, 7, 63 ? Chartered Financial Analyst Certification

6. Pathway To New York University Stern School of Business

7. New York University Academic Profile New York University �C Stern Average undergraduate GPA 3.42 Undergraduate GPA 80% range 3.0-3.8 Average GMAT score 719 GMAT score 80% range 680-760 Average years of work experience 4.7 Minority students 34% International students and dual 33% citizens Female students 33% Underrepresented minority students 16%

8. Strengths ? GPA falls within 80% Range ? Average Work Experience is 5.5 years ? Minority Student ? RHA Senator of Carey Hall (2009-10), Member of St. John��s University Debate Society, Member of Leadership Development ? Volunteer at: St. Mary��s Interfaith Community Services, 3rd Degree Holder from the Knights of Columbus, Filipino Catholic Association ? Public Speaking Skills, Presentation Skills, Understanding of Management through professional work experience

9. Weaknesses ? Cumulative GPA does not meet average undergraduate NYU GPA. ? No GMAT Score ? No other significant co-curricular leadership positions.

10. Opportunities ? Internship opportunities with Aflac, New York Life. ? Achieve a minimum of 700 on GMAT this August. ? Graduate Admissions Assistance Program Summer Research Funding: ? The Psychology of Business Management

11. Threats ? 4,416 applications received, 391 total class size = 8.85% acceptance rate ? GMAT format change

12. Plan ��B�� City St. John��s Fordham University of Columbia University of University University California, University New York, (Tobin) (GSB) Berkeley (Columbia BS) Baruch (Haas) (Zicklin) Tuition (Entire $51,356.00 $55,370.00 $80,676.00 $92,832.00 $113,180.00 MBA) Enrollment 122/2,473 248/784 550/1,497 492/1,511 1,278/2,281 (Full Time MBA) GMAT score 627 557 609 715 716 Average 3.3 3.3 3.64 3.5 Undergraduate GPA Work 4.67 6 5 5 Experience [1] http://zicklin.baruch.cuny.edu/admissions/grad/student_profile.html [2] http://www.businessweek.com/bschools/rankings/full_time_mba_profiles/stjohns.html [3] http://www.businessweek.com/bschools/rankings/full_time_mba_profiles/fordham.html [4] http://mba.berkeley.edu/community/classprofile.html [5] http://www4.gsb.columbia.edu/mba/admissions/classprofile

13. EDUCATIONAL TIME LINE 2012 2013 2014 2015 2016 2017 Career Fairs, 1Q Career Center, Internship CPA Life and Health EXAM III Insurance License (PLAN A) 2Q Internship, B.S. M.B.A. CPA GMAT, Finance, Finance, EXAM GAAP St. John��s Accounting IV (PLAN Summer University or A) Research Manageme nt. 3Q Internship, Job in CPA GMAT Financial EXAM I Sector, (PLAN A) M.B.A. Program 4Q Internship Series 6, 7, CPA Chartered 63 EXAM II Financial Licensing. (PLAN A) Analyst Preparation

14. FINANCIAL TIME LINE 2013 2014 2015 2016 2017 1Q 2Q Begin paying off Begin search for Student Debt, Job Permanent Life Insurance 3Q Begin funding on a mutual fund or Major Investment, Rent a studio apartment in Manhattan. 4Q

15. Thank You! Any Recommendations?

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Five Year Marketing Plan Presentation

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