Mateo Romero

Partner at Gridline Properties
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Contact Information
us****@****om
(386) 825-5501
Location
Miami, Florida, United States, US
Languages
  • Spanish Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Sep, 2015
    - Nov, 2024
  • Certified Professional in Accounting Systems
    Broward College
    May, 2010
    - Nov, 2024

Experience

  • Gridline Properties
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Partner
      • Jan 2020 - Present

    • Senior Associate
      • Mar 2018 - Jan 2020

      Manage daily operations and develop short and long term strategies for steady growth in Miami’s Urban Core.-Negotiate commercial Real Estate contracts with investors, tenants, and landlords which deliver the projected outcome-Develop internal procedures that provide insightful and efficient reports-Design marketing strategies that deepen the client relationships by delivering timely results-Build business development strategies that position the company as a market leader

  • Metro 1
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Sales And Leasing Associate
      • Feb 2016 - Mar 2018

      Contributed insightful knowledge to the top producing team - Presented market reports and analyzed market trends to clients and peers - Developed Financial Analysis models that played a key role in the investment decision process - Accomplished Real Estate leasing and sales goals consistently exceeding the $30MM USD mark per year Contributed insightful knowledge to the top producing team - Presented market reports and analyzed market trends to clients and peers - Developed Financial Analysis models that played a key role in the investment decision process - Accomplished Real Estate leasing and sales goals consistently exceeding the $30MM USD mark per year

  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Associate
      • Aug 2013 - Dec 2015

      Executed a seamless relationship development plans with clients from Guatemala, Mexico, Dominican Republic, and Colombia - Oversaw client ‘s risk profile evaluations - Identified and Executed cross-sell opportunities to multiple HSBC segments of over $80MM USD in assets under management - Analyzed alternative investment vehicles and presented understandings to managers - Ensured understanding of client’s current financial situation, investment objectives and risk tolerance Executed a seamless relationship development plans with clients from Guatemala, Mexico, Dominican Republic, and Colombia - Oversaw client ‘s risk profile evaluations - Identified and Executed cross-sell opportunities to multiple HSBC segments of over $80MM USD in assets under management - Analyzed alternative investment vehicles and presented understandings to managers - Ensured understanding of client’s current financial situation, investment objectives and risk tolerance

Education

  • Florida International University
    Bachelor's degree, Economics
    2010 - 2012

Community

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