Regional Sales Manager

• Dec 2020 - Present

Increase the active sales force by 150%Exceeding sales targets by 257% with a focus on high value customersRecruiting & training Independent Financial AdvisorsResponsible for for the Mexico, Colombia & Central America regions Increase the active sales force by 150%Exceeding sales targets by 257% with a focus on high value customersRecruiting & training Independent Financial AdvisorsResponsible for for the Mexico, Colombia & Central America regions

Director of Savings and Investments

• May 2019 - Dec 2019

Sales leader for Investments and SavingsIdentified clients’ problems to deliver solutions that could be part of the platformEstablished 13 partnerships with banks, mutual funds, and brokerage firms to integrate their product to the platformFocused on increasing revenue, business expansion, profitability by building strategic partnerships, and making strategic business decisions. Sales leader for Investments and SavingsIdentified clients’ problems to deliver solutions that could be part of the platformEstablished 13 partnerships with banks, mutual funds, and brokerage firms to integrate their product to the platformFocused on increasing revenue, business expansion, profitability by building strategic partnerships, and making strategic business decisions.

Director of Wealth Management Investment and Strategy

• Sep 2018 - Mar 2019

Leader of the Investments Solutions team for Wealth ManagementIn charge of the product and communication strategy for high net worth clientsExceeded sales target by 24%

Investment Structures Specialist

• Jan 2016 - Sep 2018

Offshore Investments Specialist - Colombia

• May 2015 - Jan 2016

Financial Market Specialist

• Feb 2013 - May 2015

Personal Executive of Investment funds

• Apr 2011 - Feb 2013

Generated new deals and clients for the investment fund, provide my clients with a structured and effective financial advice. Generated new deals and clients for the investment fund, provide my clients with a structured and effective financial advice.

Financial Risk Analyst

• Nov 2009 - Feb 2011

Responsible for the measurement, analysis, monitoring, control and risk administration that the company is exposed due to its activities in the capital market. On the other hand, I was responsible for the verification of compliance with policies and limits, and the analysis of national and international market. Furthermore, I was in charge to prepare reports on compliance with policies and limits, and exposure levels of the various risks inherent in the treasury operations of the trust fund. Similarly, within my responsibilities is to monitor international and national market through Bloomberg ® and other financial information systems and the creation of market reports to traders and customers.

Intern

• Aug 2007 - Feb 2008

Make and update daily margin reports and sales projections. Monitoring compliance with the targets set for business executives. Manage, update and streamline the system of Customer Relationship Managament - Salesforce for the area of North Latin-America. Translate English to Spanish user manuals for various products. Make and update daily margin reports and sales projections. Monitoring compliance with the targets set for business executives. Manage, update and streamline the system of Customer Relationship Managament - Salesforce for the area of North Latin-America. Translate English to Spanish user manuals for various products.