Bio
Experience
-
-
Partner in Financial Services
-
May 2022 - Present
-
-
-
-
Private Banking Investments Professional
-
May 2009 - Present
Design and management of investment portfolios for high net worth clients in international markets, specializing in securities short, medium and long term. Design of investment strategies and adequate diversification of assets, according to the profile and customer requirements.
-
-
-
-
FINANCIAL ADVISOR
-
Jun 2007 - Apr 2009
Financial Services Company. Worldwide organization, with presence in 24Countries around the world, with customers in about 130 countries.Responsible for supervising 1 people under the following assignments:+ Customer Services and Quality + Foreign currency products and services.Key Achievements ...
-
-
-
-
FINANCIAL ADVISOR-MANAGER
-
Feb 2001 - Mar 2007
Financial Services Company. Worldwide Leader organization, with presence in moreThan 120 countries arround the world. Responsible for supervising 2 people under the following assignments:+ Customer Services and Quality + Local currency products and services.Key Achievements during the period:Bus...
-
-
-
-
SENIOR FINANCIAL ADVISOR EXECUTIVE
-
Jan 2001 - Jan 2002
Financial Services Organization in Venezuela. One of the leaders in this Country.Responsible for supervising 2 people in the following assignments:+ Customer Services and Quality + Local currency products and services.BusinessFinancial Planing and Advising to customers, helping them reach, their ...
-
-
-
-
SENIOR TRADER
-
May 1996 - Aug 2001
TREASURY DEPARTMENT.Financial Services Organization in Venezuela. One of the leaders in this Country.Developing Skills in the following areas:Corporate and Distribution Treasury. Attendance of Multinacional and Local Companies in Treasury Financial Services and Products.Provide fundi...
-
-
-
-
FINANCIAL ADVISOR
-
Jan 1995 - Jan 1996
Financial Services Organization and Insurance leader in Spain. Financial Planing and Advising to customers, helping them reach, their investment goals.Create and design Investment Portfolios and Strategies in Foreign Currencies, handle risk tolerance analisis with capital markets isntruments, tha...
-
-
-
-
SALES EXECUTIVE
-
Jan 1993 - Jan 1995
Company dedicated to distribution of polymers and petrochemical products Produced by enterprises like Estirenos del Zulia, Propilven, Resilin and Plastilago.Attendance of company customers .Increasing sales volume of petrochemical products in the local marketProfessional advicing related with ...
-
-
-
-
FINANCIAL EXECUTIVE
-
Jan 1991 - Jan 1993
Offshore Financial Services Organization, property of Banco Provincial SaicaLeader in Financial Services in Venezuela Handle and administration of the Bank Fixed Income Portfolio.Participating in primary market issues and Sindicate Issues in foreign markets.Trading in secondary market making shor...
-
-
Education
-
1982 - 1990Universidad José María Vargas
-
Universidad José María Vargas
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. Add an industry
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community