Years of experience: 15

TranslatorBanking OperationsPortfolio ManagerTraderFinancial AnalystFinance

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Julien's Career Path
TreasurerApr. 2019 -
Present
GNB Sudameris BankTreasurer
Panama City, PanamaSearch and identify investment opportunities for the bank’s account. Trade securities on behalf of the bank. Process foreign exchange currency transactions. Produce treasury and liquidity reports and present them to top management. Transfer funds between correspondent banks. Participate and give inputs on the investment committee. Record corporate actions linked to the bank’s investments.
Account ManagerApr. 2017 -
Apr. 2019
GNB Sudameris BankAccount Manager
Panama City, PanamaSearch and identify investment opportunities matching clients’ investment profile. Trade securities on behalf of 20+ clients. Respond to clients’ question about their portfolios and investments. Inform clients of corporate actions and explain implications of potential choices. Produce clients’ compliance files and present them to the compliance committee. Give inputs and feedbacks on the inve...
Portfolio AnalystMay. 2014 -
Nov. 2016
K&B Financial GroupPortfolio Analyst
Panama City, PanamaClient account management. Analyze and monitor client’s portfolios. Make investment research & analysis. Make investment recommendations. Maintain relationship with existing clients. Supervise operation team.

Julien's Posts

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    How I can help you

    I specialize in analyzing investment opportunities and trading securities to maximize returns. My competitive edge lies in identifying lucrative investment prospects that others might overlook.

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    People I am looking for

    Seeking clients who are high net worth individuals, banks, and investment funds. Ideal partners are those looking to enhance their investment portfolios with expert guidance.

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    Experience & Cases

    Successfully identified investment opportunities and executed securities trades for major corporations. Demonstrated ability to deliver results and exceed expectations for previous big company clients.

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    How to contact

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