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Credentials

  • BNS - Certificación Asesoria en Inversiones Scotia Bank
    Scotiabank
    Oct, 2018
    - Sep, 2024
  • Certificado AMV Asesor Comercial Renta Variable
    Autorregulador del Mercado de Valores de Colombia - AMV
    Oct, 2018
    - Sep, 2024
  • Certificado AMV Asesor Comercial Derivados
    Autorregulador del Mercado de Valores de Colombia - AMV
    Oct, 2018
    - Sep, 2024
  • Certificado AMV Asesor comercial Renta FIja
    Autorregulador del Mercado de Valores de Colombia - AMV
    Oct, 2018
    - Sep, 2024
  • Certificado AMV Asesor Comercial Fondos de Pensiones
    Autorregulador del Mercado de Valores de Colombia - AMV
    Oct, 2015
    - Sep, 2024
  • Énfasis en Estrategia FInaniera
    Universidad Sergio Arboleda

Experience

    • Colombia
    • Education Management
    • 1 - 100 Employee
    • Directora de país
      • Jan 2023 - Present
    • United States
    • Wholesale
    • Cofundador
      • Mar 2022 - Present

      CoFundador de Incubatory, un ecosistema para el desarrollo de emprendimientos. CoFundador de Incubatory, un ecosistema para el desarrollo de emprendimientos.

    • Financial Services
    • 700 & Above Employee
    • Commercial executive
      • Sep 2017 - May 2022

      - Manage accounts of 20 multinational companies providing financial services and solutions. - Fulfill goals for demand generation for the sale of investment solutions exceeding US$ 300K. - Led the commercial strategy obtaining a 105% over-compliance with the sales goal for 2018 - 2020. - Close deals with new companies of the financial & consulting sector including BCG and Titularizadora Colombiana. - Manage accounts of 20 multinational companies providing financial services and solutions. - Fulfill goals for demand generation for the sale of investment solutions exceeding US$ 300K. - Led the commercial strategy obtaining a 105% over-compliance with the sales goal for 2018 - 2020. - Close deals with new companies of the financial & consulting sector including BCG and Titularizadora Colombiana.

    • Colombia
    • Financial Services
    • 700 & Above Employee
    • Investment solutions advisor
      • Oct 2015 - Sep 2017

      - Advice high-value clients through consultative services and built-to-suit solutions in order to help them achieve financial goals. - Created a new portfolio with 120 clients for the company. - Created a strategy to identify high-value clients, attracting new businesses to the company for over US$ 300K. - Advice high-value clients through consultative services and built-to-suit solutions in order to help them achieve financial goals. - Created a new portfolio with 120 clients for the company. - Created a strategy to identify high-value clients, attracting new businesses to the company for over US$ 300K.

Education

  • Universidad Externado de Colombia
    Specialist in corporate finances, Finanzas, general
    2018 - 2019
  • Universidad Sergio Arboleda
    Professional in finances and foreign trade., Finanzas, general
    2008 - 2014
  • Universidad Sergio Arboleda
    Profecional Finazas y Comerxio exterior, Finanzas y Comerio Exterior
    2008 - 2014

Community

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