Seventeen years of experience in the financial industry.
Deep knowledge in Capital markets including complex financial solutions.
Expertise level in operations, customer service, and process reengineering
Native Spanish, Fluent English
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- Team with 800 MM of AUM, primary responsibilities include building relationships with those inside firm as well as with partners outside of UBS to better meet client investment needs.
- Proactively identify new business opportunities from our existing and prospective clients.
- Coordinate and mJessicage team’s business development efforts by creating and implementing strategic client book development plan.
- Solve complex problems and develop creative solutions for client portfolios.
- Increased production 10% YTD with same AUM
- Define and implement strategy for testing and launching new software that would support Cetelem’s financial activity in Spain.
- Pilot project for G5 expansion (Italy, Belgium, Spain, Portugal, and Germany)
- Coordinated team of 100 people and 10 strategic areas.
- Achievements: Successfully launched in November 2011, version 1 of new software.
- Positions held within firm include Call Center Control MJessicager and Operations MJessicager responsible (+/- 1.8 MM cards) handling 1.3 MM calls per year achieved 91% Av Service Level and outsourced billing, call center an embossing processes lowering costs and improving efficiency
- Ibing C&A was a financial entity created in 2003. C&A family owners wanted to add to the retail business a financial branch.
- Achievements: Successfully Defined policies and procedures to set up and implement credit cards and personal loans for the new firm.
Artificial Intelligence for Business Strategy
Research Assistant: Risk area and derivative market Jessicalysis (forwards, options, futures, swaps); Professor assistant Economics IV.
Publications: Thesis work - Corruption and economic growth of countries
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School Attended
- FINRA
- MIT
- KELLOGG SCHOOL MJessicaGEMENT NORTHWESTERN UNIVERSITY
- INSTITUTO DE EMPRESA
- INSTITUTO TECNOLOGICO AUTONOMO DE MEXICO
Job Titles Held:
- Senior Wealth Strategy Associate
- Client Services Associate
- Qualification MJessicager Assistant
- Operations MJessicager Assistant
Degrees
- Series 7 And Series 66
- Course
- Course
- MBA
- Bachelor in Economics
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