Senior Wealth Strategy Associate Resume Example
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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Company Name – City, State
- 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 manage 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
Company Name – City, State
Company Name – City, State
- 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 Manager and Operations Manager 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
Company Name – City, State
- 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.
MIT - City, State
KELLOGG SCHOOL MANAGEMENT NORTHWESTERN UNIVERSITY - City
Artificial Intelligence for Business Strategy
INSTITUTO DE EMPRESA - City
INSTITUTO TECNOLOGICO AUTONOMO DE MEXICO - City
Research Assistant: Risk area and derivative market analysis (forwards, options, futures, swaps); Professor assistant Economics IV.
Publications: Thesis work - Corruption and economic growth of countries
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Resume Overview
School Attended
- FINRA
- MIT
- KELLOGG SCHOOL MANAGEMENT NORTHWESTERN UNIVERSITY
- INSTITUTO DE EMPRESA
- INSTITUTO TECNOLOGICO AUTONOMO DE MEXICO
Job Titles Held:
- Senior Wealth Strategy Associate
- Client Services Associate
- Qualification Manager Assistant
- Operations Manager Assistant
Degrees
- Series 7 And Series 66 : Finance
Course : Medical And Drug Device Development , 05/2020
Course : AI , 02/2020
MBA : Economics, Finance , 07/2003
Bachelor in Economics : Major in Finance , 05/2000
