Catalina Paz
Agente Productor (CNV Matrícula 1644AP) at Inviu- Claim this Profile
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English Full professional proficiency
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French Limited working proficiency
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Bio
Experience
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Inviu
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Argentina
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Technology, Information and Internet
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100 - 200 Employee
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Agente Productor (CNV Matrícula 1644AP)
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Nov 2022 - Present
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Lección Financiera
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Argentina
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Primary and Secondary Education
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Director
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Jan 2020 - Present
Direct an education project that offers academic programs and consulting services to institutions with a goal of introducing financial education in schools. Coordinate training activities, teacher training, learning material development, communication, and sales management. Direct an education project that offers academic programs and consulting services to institutions with a goal of introducing financial education in schools. Coordinate training activities, teacher training, learning material development, communication, and sales management.
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Banco Macro
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Argentina
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Banking
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700 & Above Employee
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Fintech Product Specialist
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Mar 2020 - Mar 2022
Collaborated on a fintech start up development (Argenpay) and its product launchings: digital payments platform and digital wallet (Viumi). Worked with a team and other departments on business plan design, organizational structure design, budget planning, process development, operational risk management, compliance, technological suppliers´ proposal analysis, contracts and legal agreements, cybersecurity contingency plan coordination and business intelligence model development. Conducted market analysis, sales projections, pricing and commercial strategy proposals.Worked with a team on commercial campaigns design, business performance monitoring, P&L and KPIs with deviation analysis, action proposals and reporting to General Management. Show less
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Business Banking Product Specialist
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Jul 2015 - Feb 2020
Promoted business banking growth working with other departments on the design, development and management of products for corporate, big, medium, small and micro enterprises, agribusiness as well as public sector: accounts, checks, credits, deposits, investments and merchants. Conducted market analysis and reporting, investigated and developed innovation proposals based on new technologies, channels and trends. Designed content for an artificial intelligence customer service project. Designed and coordinated with other departments proposals for commercial strategy, pricing, process improvement, quality management, operational risk and compliance. Programmed and coordinated with other departments product´s communication and positioning. Performed budget planning, P&L and KPIs monitoring with deviation analysis, action proposals and reporting. Coordinated and implemented private companies, public sector and financial institutions checking accounts ´integration in banks´ merge working with Banco Macro´s and Banco Tucuman´s IT and segment areas. Show less
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Business Banking Cash Management Officer
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Sep 2013 - Jun 2015
Promoted cash management business development in agribusiness, micro, small and medium enterprises at national level coordinating cash management product sales: collection accounts, payments, cash deposits, checks, electronic transfers, Interbanking, and corporate credit cards. Performed budget planning and monitoring, P&L analysis and reporting. Planned commercial strategy, coordinated commercial campaigns with regional sales teams, and coordinated the development of marketing material with institutional relations, product and segment departments. Provided training on cash management analysis, consulting, and sales to commercial teams across the nation. Leaded an institutional cultural change program as an ontological master coach, reaching 3.000 employees. Show less
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Banco Patagonia
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Argentina
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Banking
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700 & Above Employee
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Credit Officer
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Mar 2013 - Sep 2013
Managed an agribusiness and small and medium enterprises client portfolio, meeting the deposits, credits, payroll, foreign trade and new clients goals. Performed credit analysis and designed credit line proposals for agribusiness and small and medium enterprises: current account overdraft facilities, check discounting, loans, leasing, import and export credit lines and corporate credit cards
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Cash Management Officer
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Apr 2010 - Mar 2013
Promoted cash management and foreign trade development in an agribusiness and small and medium enterprises portfolio for an assigned ten province region, leading commercial strategy as well as coordinating sales and implementations with regional sales teams. Managed client portfolio providing advice on ways to optimize collections, payments and foreign trade operations according to their needs through related products and services: foreign trade, electronic payments, collection accounts, Interbanking, corporate credit cards and leasing. Show less
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Galicia Bank
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Argentina
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Financial Services
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700 & Above Employee
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Business Banking Marketing and Product Analyst
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Dec 2005 - Apr 2010
Contributed to business banking growth, assisting with business banking products´ management, development and launching: deposits, foreign exchange, securities, mutual investment funds and corporate credit cards. Collaborated with other departments in process optimization, quality management, compliance and operational risk management for business banking products. Performed market analysis, budget planning, monitoring and reporting for management and the Board of Directors. Designed with product and segment departments commercial campaigns, coordinated marketing material development and provided training to commercial and customer service departments nationwide. Show less
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Sigma Advisors
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Financial Services
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1 - 100 Employee
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Private Banking Commercial Assistant
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Jul 2004 - Mar 2005
Assisted brokers and clients in conducting investment portfolio monitoring, designed profit reports, performed administrative tasks with international investment funds and providing customer support. Assisted brokers and clients in conducting investment portfolio monitoring, designed profit reports, performed administrative tasks with international investment funds and providing customer support.
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Education
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Digital House Argentina
Excecutive Program, Digital Immersion -
Universidad del CEMA
MBA, Master in Business Administration -
Instituto de Comercio Internacional Fundación Standard Bank
Excecutive Program, Foreign Trade -
Universidad del CEMA
Excecutive Program, Business Finance -
Lamar University
Bachelor of Arts and Sciences, Major: Political Science - Minor: Communication