Joan-Diego Rodriguez

Co-Founder at RealAdvisor
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Contact Information
us****@****om
(386) 825-5501
Location
CH
Languages
  • English Native or bilingual proficiency
  • French Native or bilingual proficiency
  • German Full professional proficiency
  • Spanish Full professional proficiency
  • Italian Elementary proficiency
  • Swiss German Limited working proficiency

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Bio

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Experience

    • Switzerland
    • Real Estate
    • 1 - 100 Employee
    • Co-Founder
      • Jun 2017 - Present

      Our mission at RealAdvisor is to make the real estate market more transparent and more efficient. Our mission at RealAdvisor is to make the real estate market more transparent and more efficient.

    • Switzerland
    • Real Estate
    • 1 - 100 Employee
    • Head Of Portfolio Management
      • Jan 2015 - May 2017

      As the leader of the portfolio management department, my role was to help conceive, develop and sell software and data solutions to institutional real estate investors throughout Switzerland. Key achievements: - Increased revenues by 25% to 30% each year - Moved several legacy apps and paper reports to web-based SaaS solutions (IAZI Benchmark, IAZI real estate portfolio management system) - Conceived and launched IAZI Maps, a map-based data solution for investors and lenders - Conceived and launched the IAZI Real Estate awards, both as an excellence distinction to outstanding investors but also as powerful lead magnet tool for our benchmark and portfolio management business - Lead a team of 10 people, both on the business and engineering side Show less

    • Business Consulting and Services
    • 700 & Above Employee
    • Assistant Manager - Corporate Finance
      • Sep 2013 - Dec 2014

      Working with the business modeling team on building integrated financial models to support our clients in M&A transactions, investments, divestments, and strategic decisions.

    • Senior Associate - Banking Audit
      • Oct 2010 - Aug 2013

      Financial audit of banks, mainly in the Swiss private banking industry. Major clients include Morgan Stanley, Société Générale, BBVA, Arab Bank, Dexia & Rosbank. Other clients in physical commodity trading and real estate.

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Client Advisor
      • Nov 2006 - Sep 2009

      As a part-time private client advisor in the outbound team for Western Switzerland, my role was to cold call leads in order to sell banking products and arrange appointments for client advisors in the local branches. During my 3 years there, I have contacted over 10'000 potential clients and converted hundreds of them. This student job taught me the importance of doing outreach, which has served me ever since. As a part-time private client advisor in the outbound team for Western Switzerland, my role was to cold call leads in order to sell banking products and arrange appointments for client advisors in the local branches. During my 3 years there, I have contacted over 10'000 potential clients and converted hundreds of them. This student job taught me the importance of doing outreach, which has served me ever since.

Education

  • HEC Lausanne - School of Business
    Bachelor of Science, Economics
    2006 - 2009
  • Ludwig-Maximilians Universität München
    Bachelor of Science, Business Administration
    2009 - 2010

Community

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