Experience

ACFX

• Cyprus
• Financial Services
• 1 - 100 Employee

• Senior Account Manager

  • Jan 2015 - Present

  Senior Account Manager for the Spanish Market Senior Account Manager for the Spanish Market



FxPro

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Gerente de Cuentas-Account Manager

  • Jul 2013 - Nov 2014

  FxPro GroupJanuary 2013 – November 2015Duties And Responsibilities Senior Account Manager at FxPro Financial Services:- Focusing on IB the conversion of leads into depositing clients and on the retention of existing clients.- seeking new opportunities for partnerships in PAMM, Institutional Partners or Money Managers, and generate their own leads.•Following up on leads for prospective clients•Offer the best Customer service and administration generated by sales activity•Handling of leads on a daily basis, following up on potential clients and effectively retaining existing clients•Verifying client's information and informing clients regarding account opening procedures and documentation requirements.•Conversion of leads and contacting clients who are interested in trading•Assisting clients with trading related inquiries•Ensuring timely follow up of all leads and contacts•Customer retention, and management of trustful relationships with clients



iFOREX

• Virgin Islands, British
• Financial Services
• 100 - 200 Employee

• Senior Account Manager

  • Aug 2012 - Jun 2013

  Senior Account Manager – Spanish Market Responsible for IB, clients from Spain, Latin America. Opening major accounts for Regional Agents, from Spain, Brazil and Chile. Prepare Economic News and post it on foreign forums. Prepare new monthly strategy for actives regions.  Maintain a close relationship with CRM to resolve or discuss any problems with accounts. Prepare Monthly Concern Memos, and major achievements. Research and development for new and efficient Payment Systems. Translations’ of company’s news and website updates into Spanish and English. Close interaction with clients and leads: Consulting clients, opening accounts, client service, and follow up



United World Capital

• Account Manager

  • Oct 2008 - Jul 2012

  Senior Personal Broker – Spanish/USA Markets  Responsible for IB, clients from Spain, Latin America, (including Brazil) USA, and Canada. Opening major accounts for Regional Agents, from Spain, Brazil and Chile. Prepare Economic News and post it on foreign forums. Prepare new monthly strategy for actives regions.  Maintain a close relationship with CRM to resolve or discuss any problems with accounts. Prepare Monthly Concern Memos, and major achievements. Research and development for new and efficient Payment Systems. Translations’ of company’s news and website updates into Spanish and English. Close interaction with clients and leads: Consulting clients, opening accounts, client service, and follow up



Assurant Group

• Investment Accounting Manager

  • Jan 1992 - Nov 2007

  2000 – 11/15/2007 Assurant Group/ (aka) American Bankers Insurance Group Miami, Fl Investment Accountant – Investments  Validate all Investment transactions such as purchases, sales, maturities, interest and dividends. Produce and review monthly schedule D for general ledger companies. Reconcile ABIC, ABLAC, BALAC, and Barc Investment suspense accounts and expense accounts. Manage PAM investments system cash match function and interface with general ledger. Act as back-up manager in all PAM related issues. Analyze dividends declared to update the Pam investment system.1997- 2000 American Bankers Insurance Group Miami, FlAccount Representative  Evaluate account location to provide proper collateral protection. Analyze customer’s loan servicing system to identify data elements required for tracking. Communicate client on tracking decision. Responsible for monitoring the PMS, MSA, and USB systems.1992 - 1997 American Bankers Insurance Group Miami, FlAccount / Operations Analyst I  Provide testing documentation for system implementation. Provide consulting services regarding newly implemented/modified processes and systems. Apply system analysis and design skills in carrying out fact finding and problem analysis on projects of small to medium scope. Recommend and implement improvements to all systems supported by Systems Support.