Client Onboarding Relationship Analyst@Apollo Global Management Inc.
Verified
I'm a results-driven professional with over five years of experience in financial services, specializing in counterparty management, client onboarding, and legal data management. I understand a bit of SQL and working with Tableau but adept with contract management systems with a a proven track record of streamlining processes, enhancing reporting efficiency, and ensuring regulatory compliance within my day to day roles.
Within the financial services industry, I've done reverse KYC reviews for high-pressure initiatives to close more than 100$ million dollar deals and optimized onboarding workflows at an Institutional Bank by reducing manual touchpoints through innovative templates and automation.
To complete those projects I've often enjoyed collaborating with cross-functional teams to deliver actionable insights and support internal tech enhancements to support the front office.More...
Maximo Cubilette
Managing Partner@La Colina Equity Partners LLC
Verified
Maximo Cubilette is a seasoned financial professional and entrepreneur, currently serving as head of La Colina Equity Partners LLC. With a vast background in investment and finance, he has built a reputation for identifying unique investment opportunities. Maximo's expertise lies in investment strategy, private equity, and risk management.More...