Profesional con amplia experiencia en gestión de carteras, atención al cliente, y liderazgo de equipos en el sector financiero. Especializado en desarrollo de negocios, asesoría financiera y capacitación de personal.
Gestiona y desarrolla carteras de clientes, brindando soluciones financieras adaptadas a sus necesidades.
Ha dirigido y formado equipos de trabajo en diferentes funciones y regiones, promoviendo su eficiencia y cohesión.
Proporciona asesoramiento en inversión y gestión financiera a clientes particulares y corporativos.
Brinda soporte y asistencia a clientes, asegurando altos niveles de satisfacción.
Banco Bisa S.A.
Developed and managed client portfolios, increasing product penetration and revenue growth., Provided financial solutions for individuals and SMEs, ensuring compliance with internal policies and regulations.
SAFI Unión S.A.
Led regional operations, managed investment portfolios, and implemented growth strategies for institutional and individual clients., Conducted training and team development programs.
SAFI Mercantil Santa Cruz S.A.
Managed key accounts, advised clients on investment opportunities, and maintained strong relationships to maximize portfolio performance.
SAFI Mercantil Santa Cruz S.A.
Provided customer support and resolved client inquiries, ensuring high satisfaction levels.
International Certification in Professional Speaking
Diploma in Human Talent Management, Coaching & Mentoring
Diploma in Investment Advisory & Financial Structuring
Bachelor’s Degree in Business Administration
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Diseña y ejecuta programas de entrenamiento para mejorar habilidades del personal y optimizar procesos.
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Processed and activated customer lines, ensuring accuracy and timely service delivery.
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Delivered frontline customer assistance for telecom services.
