Experience

Compass Group

• Analista Senior Middle Office

  • Jan 2019 - Present

• Client Service Associate

  • Mar 2015 - Dec 2018



AllBank

• Gerente de Banca

  • Nov 2012 - Feb 2015



Intervalores

• Gerente General

  • Mar 2012 - Oct 2012

  Atender a los clientes de la Casa de Valores en las diferentes operaciones de Reporto, Margen, Compra Venta de Títulos, Custodia de Valores y Finanzas Corporativas.



BOD Valores Casa de Bolsa

• Business Manager

  • Jan 2004 - Feb 2010

  Offer a wide range of products and financial services, adapted to the customer's needs throughout the various BOD business units, including investment portfolios, mutual funds, fixed rate securities, corporate finances, negotiation and management of national debt bonds, etc. Develop, implement and lead sales management of the business unit through consistent and continuous use of the BOD process. Lead the continuous building of the BOD Brand. Affirmatively seek to continuously increase own… Offer a wide range of products and financial services, adapted to the customer's needs throughout the various BOD business units, including investment portfolios, mutual funds, fixed rate securities, corporate finances, negotiation and management of national debt bonds, etc. Develop, implement and lead sales management of the business unit through consistent and continuous use of the BOD process. Lead the continuous building of the BOD Brand. Affirmatively seek to continuously increase own knowledge of financial services, operational systems/ processes, leadership, and industry trends. Planning investment portfolios tailored to specific customers. Assist in the development and implementation of annual and long-range business plans for the bank location which result in achieving portfolio profitable targets and increasing “value added” offers to the customer. Show more Show less



bbo Servicios Financieros

• Account Executive

  • Apr 2000 - Dec 2003

  Management of financial products for the international and national market through brokerage house Pershing LLC. Products included bonds, shares, mutual funds, deposit certificates, and structural products. Assist customers with the use of the Pershing LLC account (checking, saving accounts, and cards). In charge of the International Department, dealing with overseas transfers, debit and credit cards and following up transactions made by customers abroad through the Internet. Advice management… Management of financial products for the international and national market through brokerage house Pershing LLC. Products included bonds, shares, mutual funds, deposit certificates, and structural products. Assist customers with the use of the Pershing LLC account (checking, saving accounts, and cards). In charge of the International Department, dealing with overseas transfers, debit and credit cards and following up transactions made by customers abroad through the Internet. Advice management about investment accounts both in national and international currency. Report on investment products for customers. Close exchange operations. Show more Show less