MBA Candidate

• Sep 2022 - Present

Commercial Chief

• Feb 2021 - Sep 2022

I was able to manage 20 private bankers and supervise the key indicators of the commercial department, some of the results were:-Increasing 20% revenue of high-wealth customer base by managing cross-sale efforts -Doubling a $5MM retirement fund in a 2-yr period by seizing a regulatory opportunity and operating a targeted campaign-Trading national and international platforms with an average of 30 transactions per day. (StoneX, UBS, Allfunds, SEBRA).Additionally, I was able to support cross-cutting projects within the company and be part of the recruitment processes. Show less

Customer Service Manager

• Mar 2020 - Feb 2021

I had the opportunity to manage and to evaluate the performance of four commercial assistant. Some of my responsibilities were:- Preventing the loss of more than $100mm of local customers during COVID-19 by incorporating new international platforms and products- Ensuring the retention and full satisfaction over 500 high-net-worth clients and coordinating conferences between them and portfolio managers - Being the commercial counterpart for different projects.

Senior Analyst Middle Office

• May 2018 - Mar 2020

- Building and performing valuation of 6 family offices and +3000 private banking accounts, with assets over $1bn in more than 15 custodians and financial entities- Saving 10 hours of work per week by automating spreadsheets with Excel VBA, Google Appscript and Imacros- Closing funds one hour early daily by introducing a new transactional platform between back office and front office

Operation Analyst

• May 2017 - May 2018

- Performing valuation over 50 investment funds, 20 offshore portfolios, and two family offices, and serving as counterpart for offices in Panama, Uruguay, and New York - Improving efficiency and mitigation of operational risk by incorporating new controls prior to closing portfolios - Assisting in monthly financial closing of other back office departments, in compliance with local regulations - Performing valuation over 50 investment funds, 20 offshore portfolios, and two family offices, and serving as counterpart for offices in Panama, Uruguay, and New York - Improving efficiency and mitigation of operational risk by incorporating new controls prior to closing portfolios - Assisting in monthly financial closing of other back office departments, in compliance with local regulations

Regional Coordinator

• Jan 2012 - Jul 2016