Reached 150% of target margins by structuring a wide range of risk management products and market guidance.
FX Sales Trader (2011 - 2013) / Jr.
FX Sales Trader (2009 - 2011).
Developed new FX / SWAP credit sales strategies, including fixed income financing/investment alternatives (capital markets) with mid-size companies.
Expanded companies' database by 15% through conducting efficient and effective cross-selling with product managers; tailored integrated solutions to customers.
Reduced financial losses by 80% for many mid-size companies by an improved application of financial modeling, preventing clients from defaulted positions.
Selected for promotion from a team of six, due to a margin increase of 40%, while being the newest team member.
International Commerce Manager (2009).
Managed, negotiated and reduced cost funding in USD with international banks, meeting financial needs while providing excellent customer service and lowering costs.
Helm/Corpbanca University Training Program (2008).
Completed training program in all banking areas with emphasis on formal credit and commercial banking.
Achieved #2 performance ranking out of 16 participants.
MORGAN STANLEYBoston, USA, MAFinancial Advisor Associate01/2016 to 01/2017
One of the leading Investment banks with over USD 2 Trillion worth of client assets.
Responsible for the evaluation of investment portfolios, providing tailored financial solutions while performing client credit and investment analysis according to current financial conditions.
Series 7 and Series 66.
FX Senior Sales Trader01/2013 to 01/2015
Led corporate team in trading sales, negotiation, advising clients, and executing structured strategies on FX trading, financing opportunities and investments on fixed income (capital markets) with major companies in the country.
Contributed to achieve credit target goals of the Treasury Department by performing timely credit analysis and reviews, monitoring existing client exposures for both deteriorations and improvements in financial performance.
Increased revenues by USD 1M in 2015 by engaging clients and established strong relationships with key client contacts and effectively respond to client inquiries.
Achieved top ranking in annual performance review for three consecutive years.
Recognized for increasing client portfolio by USD 3B in FX and DCM, identifying opportunities, undertaking appropriate analysis and preparing presentations and pitches for new products and services.
CORPBANCA COLOMBIA- Bogota D.C, Colombia01/2008 to 01/2015
Publicly traded multinational bank with over USD 30B worth of total assets.
CREDICORP CAPITAL- Business Promoter - Bogota D.C, Colombia01/2006 to 01/2008
Investment brokerage firm providing financial services with over USD 1.2B worth of assets.
Education and Training
Corporate FinanceJan 2017HULT INTERNATIONAL BUSINESS SCHOOL, Boston, MACorporate Finance
Sep 2016HARVARD UNIVERSITY EXTENSION SCHOOL BAV, Boston, MA
MBA:Managerial EconomicsSep 2016HULT INTERNATIONAL BUSINESS SCHOOL, Boston, MAManagerial Economics Dean's List