Daniela Cervantes
General Manager at Prime Gestora de Fondos- Claim this Profile
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Bio
Experience
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Prime Gestora de Fondos
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Peru
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Investment Banking
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1 - 100 Employee
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General Manager
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Feb 2019 - Present
Golden Prime is an investment fund management firm, which will dedicate itself to revaluing the surpluses of its clients so that they can meet their objectives and profitability goals. -Coordinated tasks and projects with the development and sales team. -Designing the products and specifications. -Building the conduct protocol company, process, and procedures. -Dealing with the providers and negotiate the best market environment. -Collaborate with the sales department with training and promotion tools. Show less
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Golden Capital FX
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Peru
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Financial Services
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1 - 100 Employee
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General Manager
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Dec 2015 - Present
Golden Capital FX, provides the best execution for trading CFDs. This market is full of competitors and we are here to make a difference by giving the best platform experience, service, and availability. During the time I deal with building the first Latinamerican broker with my team, I also deliver functions to all the areas in the company. Experienced the day trading via the clients being always an intermediary participant creating the best market environment with the highest levels of the product, platform and price feed. Creating a cultural environment that practices our own values working on preparing the most professional people who care about staying with us for long-term and be part of an excellent team who is looking for the highest and most ambitious goals. - Monitoring sales team by daily reports, goals and working on rewards to motivate the team. - Evaluate budgets and assign them accordingly - Expose the company following the broker interest. - Look for the most experienced partnerships. - Open business boards. - Contact new and existing clients ensuring they receive the highest level of service - Ensure an adequate communication system and clients satisfaction with regards to their needs and interests, providing sale representation if necessary. - Identify business opportunities, potential clients, and VIP customers and negotiate in order to create a profitable account - Ensure the success of marketing strategy objectives and goals Always open to new business to add to our list of products. Show less
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IronFX
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Cyprus
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Financial Services
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400 - 500 Employee
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Aug 2014 - Jul 2015
IronFX is the Global Leader in Online Trading.• Assisting with the implementation of the Company’s strategy• Ensuring that the daily operations of the Office runs smoothly• Monitoring and evaluating the performance of the employees• Sales supervising, managing and training, ensuring they achieve their monthly and yearly targets• Business development and involvement with the Company’s sales and marketing strategy• Overviewing the sales and customer support training, ensuring that is conducted accurately and efficiently• Provide feedback to Sales Management and Management on team’s progress Show less
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Jul 2013 - Aug 2014
IronFX is the Global Leader in Online Trading specializing in Forex, CFDs on US and UK stocks, commodities, and spot metals.We are part of an international Financial Services group founded in 1972, hence providing trust and confidence to our clients. Our native speaking support team delivers an exceptional service in 45 local languages to both retail and institutional customers. Our clients also benefit from over 200 trading instruments, best-of-markets spreads and the best trading conditions globally with the IronFX “One Account, Fifteen Platforms” trading functionality. Our achievement has been recognised by multiple international awards including Fastest Growing FX Broker 2011 and CEO Markos A. Kashiouris winning the CEO of the Year 2013 award from European CEO Magazine. The company has equally won a number of World Finance awards.With recent expansion, we have established global operations with over 20 offices around the world, from New York, London to Sydney. The company is fully compliant with the European Markets in Financial Instruments Directive (MiFID), authorized and regulated by the FCA (Registration no. 585561), CySEC (Licence no.125/10) and ASIC (Licence no.417482).All clients have access to our daily market analysis prepared by our Head of Global FX strategy, Marshall Gittler, who has been an investment strategist for over 25 years at numerous major international firms and a frequent speaker on CNBC, Bloomberg, and international investment conferences. Show less
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Asistente de Importaciones
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Oct 2011 - Jun 2013
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Interbank
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Peru
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Banking
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700 & Above Employee
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Agente de ventas y servicios
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Feb 2009 - Jul 2011
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Education
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MasterClass by Chris Voss
Expert in Negotiation -
London Academy of Trading LAT
Professional Trader -
HBX | Harvard Business School
Negotiation Mastery -
CENTRUM Graduate Business School
Diploma -
Universidad de Piura
Course -
Southern New Hampshire University
Bachelor of Business Administration (BBA) -
Universidad Europea Miguel de Cervantes
Especializacion -
ISIL
Administracion d eNEgocios Internacionales