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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLE LinkedIn: LINKEDIN LINK AVAILABLE EDUCATION UNIVERSITY OF MIAMI HERBERT SCHOOL OF BUSINESS Miami, FL Master of Science in Finance Miami Business School Award Scholarship July 2019 - May 2020 THE GEORGE WASHINGTON UNIVERSITY, School of Business Washington, DC Bachelor of Business Administration; Double major: Finance and International business May 2015 WORK EXPERIENCE INTERPRICE TECHNOLOGIES, INC. New York, NYClient Relations Manager April 2023 August 2023 Served as a client relations manager for fully onboarded Fortune 500 companies utilizing the InterPrice platform while also managing the full customer journey for trial clients. Curated daily outreach to specific corporate treasury teams to ramp up engagement, usage, and cross sell to different products(bonds, commercial paper, loans, derivatives, etc.) Additionally, took on business development and account executive responsibilities pertaining to cold outreach, warm leads, and converting current pipeline into fully onboarded clients to manage the relationship thereafter. (ACV: $50,000) BLOCKFI INC. New York, NYPrivate Client Senior Consultant August 2020 March 2023 Performed as SME for Loans product dealing with product improvements, refinances, new loans, payoffs, and collateral returns for the collateralized loan product. Established and maintained relationships with over 50 engaged HNW clients and worked with cross-functional teams including marketing, customer success, and product, to drive revenue growth and customer satisfaction. Managed the full sales cycle from lead generation to contract negotiation and closing for Private Client outreach Sales campaign to over 500 clients. Negotiated custom deals for fixed term offerings, loans, and trading spreads utilizing CRM software to track leads, opportunities, and sales activities (HubSpot).ADCAP SECURITIES LLC Miami, FLOperations/Middle Office Associate June 2016 June 2019 Administered all new accounts for Argentina, Colombia, Uruguay, Peru, and USA while dealing with all required tasks involved in the account maintenance, wire transfers, ACATs, online account registration, and margin requirements. Handled all trade allocations, Trace and MSRB reporting, ORF Reporting, Trade Settlements, Net capital requirements, Daily Revenue reporting, and became comfortable with two clearing systems: Pershing and RBC. Had direct communication with clients and brokers, as well as other firms worldwide with regards to Customer transfers, asset transfers, DVP trades, broker-to-broker trading, and trade settlements and TRACE reporting. SANTANDER PRIVATE BANKING Miami, FLPrivate Banking Financial Analyst (Fully in Spanish) June 2015 June 2016 In charge of creating and updating reports dealing with bankers from Argentina and Chile objectives for Q3 and Q4 2015. Working directly with bankers to monitor their progress and changing their objectives in compliance with their previous ability to meet these goals. Handling the upkeep and preparation of reports issued to clients of their performance and informational presentations for new prospects.SABADELL UNITED BANK Miami, FLFinancial Planning Summer Analyst May 2014 - August 2014 Lead a large-scale project pertaining to the presentation of quarterly reports by updating the financial reporting data of all branches and subsidiaries for distribution to all chair heads. Analyzed daily financial reports and updated account values in accordance to their new rates on excel with the use of pivot tables, v and h-lookups, and a wide array of formulas and their combinations. Created and distributed a new excel report to all employees for the weekly monitoring of assets and accounts controlled by JGB Bank, which was acquired during the internship. BANK OF AMERICA MERRILL LYNCH WEALTH MANAGEMENT Miami, FL Wealth Management Summer Analyst May 2013 - August 2013 Mentored by a Financial Advisor to be introduced to the daily tasks of Wealth Management. Worked closely with advisor, analyzing investment alternatives for client proposals. Participated in various learning sessions including Bloomberg, Alternative Investments, Equity Research, and Fixed Income research, and provided team with weekly market recap for various asset classes. SKILLS/ACTIVITIES .-Programs: Microsoft Excel, Brief Python usage, Coding in R for regression analysis, HubSpot (CRM Tool), Languages: English (native), Spanish (fluent), French (fluent), Portuguese (moderate) Leadership Functions: Co-Founder of Por El Deporte Amateur Soccer team/community grown with over 250+ players in South Florida Un Techo Para Mi Pais participated in non-profit work for underprivileged communities in South America Club Soccer George Washington University 2011-2015 West Coast Connection Community Service in Costa Rica Interests: Sports (lifelong soccer enthusiast), Music, Cinema, Languages, Travel |
