Roberto Perez

Senior Associate at Igeneris
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Contact Information
us****@****om
(386) 825-5501
Location
MX

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Experience

    • Spain
    • Business Consulting and Services
    • 1 - 100 Employee
    • Senior Associate
      • Apr 2023 - 9 months

      Mexico City Metropolitan Area Building innovative business models for enterprises trying to capture new markets, build new products and pivot their value propositions.

    • United States
    • Professional Training and Coaching
    • 100 - 200 Employee
    • Mentor
      • Jan 2023 - 1 year

      Caracas, Federal District, Venezuela

    • Venezuela
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Member and International Ambassador (Mexico)
      • Dec 2022 - 1 year 1 month

      Mexico City Metropolitan Area

    • Mexico
    • Higher Education
    • 200 - 300 Employee
    • Professor in Innovation
      • Mar 2023 - Sep 2023

      Mexico City Metropolitan Area Professor of the courses: - Innovation in the value chain - Methodology for technological innovation

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Marketplace Associate
      • Sep 2022 - Apr 2023

      Remote - Launched an entirely new product called the Finalis Marketplace to attack new lines of business and diversify revenue opportunities beyond investment bankers, like Fund Managers. - Implemented discovery methodology and database to improve networking and matchmaking among M&A advisors and Placement Agents aiming to close deals. - Facilitated the interaction of more than 200 investment bankers and Broker-Dealers by creating an automated process of conversation inside the… Show more - Launched an entirely new product called the Finalis Marketplace to attack new lines of business and diversify revenue opportunities beyond investment bankers, like Fund Managers. - Implemented discovery methodology and database to improve networking and matchmaking among M&A advisors and Placement Agents aiming to close deals. - Facilitated the interaction of more than 200 investment bankers and Broker-Dealers by creating an automated process of conversation inside the platform. - Client-facing interview and validation methodology in place for product development of features. - Obtained CSAT scores of 4.5/5.0 in 2022.

    • Marketplace Specialist
      • Jan 2022 - Sep 2022

      Remote

    • Argentina
    • Internet Publishing
    • 700 & Above Employee
    • MBA Intern Marketplace
      • Sep 2021 - Dec 2021

      Mexico City Metropolitan Area - Implemented Scrum methodology to fast-track weekly tasks involving the day-to-day business. - Created a methodology to predict the probability of churn by a seller.

    • Financial Trader
      • Jul 2019 - Aug 2020

      Caracas, Venezuela - Amplified the use of the Asset Management platform Pershing to a more diverse set of actions, aimed to improve customers’ experience when investing in international assets. - Established and coordinated engaging weekly business strategy reunions with the sales team to discuss financial reporting goals, overcome internal stakeholder obstacles, and help improve key performance indicators of the team’s performance compared to previous years. - Elaborated efficient control schemes to… Show more - Amplified the use of the Asset Management platform Pershing to a more diverse set of actions, aimed to improve customers’ experience when investing in international assets. - Established and coordinated engaging weekly business strategy reunions with the sales team to discuss financial reporting goals, overcome internal stakeholder obstacles, and help improve key performance indicators of the team’s performance compared to previous years. - Elaborated efficient control schemes to minimize risk over the course of 2 years.

    • Sales Manager
      • Jul 2018 - Aug 2020

      Caracas, Venezuela

    • United States
    • Recreational Facilities
    • 1 - 100 Employee
    • Director
      • Jul 2010 - Aug 2020

      Caracas, Venezuela - Learned how to solve management problems under pressure, by leading more +250 Venezuela’s Coca-Cola FEMSA workers to develop team building and leadership skills. - Faced a lot of challenges regarding how to manage diverse and multicultural teams, by engaging with staff member from Venezuela, Miami and Madrid - Supervised and delegated more than +150 staff members, through self-managed teams in charge of overseeing more than 3000 children assisting the private summer programs per… Show more - Learned how to solve management problems under pressure, by leading more +250 Venezuela’s Coca-Cola FEMSA workers to develop team building and leadership skills. - Faced a lot of challenges regarding how to manage diverse and multicultural teams, by engaging with staff member from Venezuela, Miami and Madrid - Supervised and delegated more than +150 staff members, through self-managed teams in charge of overseeing more than 3000 children assisting the private summer programs per year. Show less

    • Research Economist
      • Apr 2017 - Jul 2018

      Caracas Area, Venezuela - Implemented ERP system Bitrix24 to improve CRM, increasing our interaction with clients by double. - Went through several due diligence assessments inside the company, with a focus on Know Your Customer (KYC) to develop safe and real controls through potential clients and avoid legal conflicts.

Education

  • EGADE Business School del Tecnológico de Monterrey
    Master of Business Administration - MBA, Innovation and Entrepreneurship
    2020 - 2021
  • Universidad Católica Andrés Bello
    Economista de la República, Economics
    2013 - 2017

Community

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