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Network Power<100 people
Roles
📝100%
Influencer or Blogger
👍100%
Sales & BizDev
🗿100%
HR
Geos
🇿🇦100%
South Africa
Work Background
Stable®Treasury Manager- Finance Manager
Apr. 2023 - Apr. 2024ColombiaCash Management: compensation process
Supervise and manage cash flows to ensure the necessary liquidity for daily operations in Colombia and the USA. Prepare and analyze monthly financial reports, including income statements, balance sheets, budgets, and cash flow forecasts.
Identify trends, risks, and opportunities to optimize financial performance.
Develop strategies to optimize the use of financial resources and minimize the risk of liquidity.Establish and maintain effective relationships with financial institutions in Colombia, the USA, and Mexico.
Negotiate and manage banking agreements and other financial services.
• Financial Projections, short and long-term cash flow projections • Investments: Efficiently and securely manage the company's investments.
Evaluate investment opportunities and strategies to maximize financial returns.
Efficient and secure management of the company’s investments.
Financial reports and regulatory compliance.
Profesional IndependienteIndependent Consultant
Oct. 2012Bogotá, Distrito Capital, ColombiaAs a seasoned professional, I have been instrumental in designing, implementing, and managing financial strategies that drive the administrative, operational, and commercial growth of organizations. My key contributions include: Team Leadership: I lead cross-functional teams, fostering collaboration and achieving collective goals.
Client Relationship Enhancement: I excel at nurturing customer relationships, ensuring satisfaction and loyalty.
Market Expansion: I strategically plan and execute online sales initiatives, opening new market channels via platforms like eCommerce and Shopify.
Strategic Alliances: I forge impactful partnerships to drive business growth and explore synergies.
Alternative Assets: I identify innovative solutions and capitalize on new opportunities in alternative asset classes.
Private Banking Expertise: I provide tailored financial advice to high-profile clients, optimizing their wealth management strategies.
Selected Client Portfolio: INGGAR SA (2021)
MULLENS SAS (2018)
SALA CUNA NUNU SAS (2017)
PARUC CONSULTORES (2012)
Helm SecuritiesFreelance Senior Consultant
Feb. 2008 - Jun. 2011Bogotá, Distrito Capital, ColombiaResponsible for providing financial advice and support to clients to enable them to make investment decisions
Business structuring, investment of resources and market opportunities.
Forex, export and import customers currency coverage.
Profesionales de BolsaSenior Trader
Sep. 2005 - Jan. 2008Bogotá, Distrito Capital, Colombia-Planning, development and execution of current economic and financial issues.
- Investment, analysis of portfolios and market opportunities.
-Daily trading in different markets: currencies, fixed income, equities, and securities, among others, technical and fundamental analysis.
-Development of commercial strategies for current and potential clients, recommendation and advice of the financial and stock market.
Corredores Asociados Trader Senior Business Sector
Nov. 2002 - Jun. 2005Bogotá, Distrito Capital, Colombia• Advice on resources investment, portfolios analysis and market opportunities.
• Knowledge in different markets: fixed income, equities, bonds issued abroad, currencies, stock funds, among others.
• Technical and fundamental analysis.
• Elaboration of commercial strategies for current and potential clients, recommendations and advice in the financial and stock market.
• Create and development new businesses, products and services.
Santander Investment Securities IncLegal Representative- Senior Trader
Sep. 2000 - May. 2002Bogotá, Distrito Capital, Colombia• Analysis of markets, stocks and tracked stock fluctuations.
• Providing advice and market reports for the execution and management of investment orders in equity and fixed income markets, mainly from foreign funds and local clients. • Identify commercial strategies for current and potential clients, recommendations and advice in the financial market.
• Analysis of off-shore funds, like swaps, futures in order to diversify the business opportunities of the stock exchange.
Internet SecuritiesSales Manager Andean Region
Dec. 1999 - Jul. 2000• Manage Andean Region sales targets • Marketing of ISI Emerging Markets products in the countries in charge.
• Developing tools to promotion the information service.
• Customer service and training of new users
Bolsa de Valores de BogotáCommercial Coordinator
Jan. 1998 - Dec. 2000Bogotá, Distrito Capital, ColombiaManage, promotion and sales of the stock market information systems Identify and develop strategies to promote and identify potential clients.
Sales budget of the area and development of new products.
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