Management Assistant

IGNACIO RODRIGUEZ

Francisco Vidal *** Ap. *** – CP 11300 – Montevideo, Uruguay

Home: +598*-***-**** Mobile: (+59899) 224106 – E-mail: **************@*****.***

EXPERIENCE__________________________________________________________________________________

VICTOR PAULLIER & CIA STOCKBROKERS Montevideo, Uruguay

Private Banking - Director 2005 – Present

Lead a team of 5 investment officers with the objective to maintain and increase the number of investors locally

and internationally through our contacts in Uruguay, Argentina, Chile and Brazil.

Administer large individual and institutional investment portfolios, direct responsibility for a portfolio with more

than $150 million in assets.

Responsible for cash and operational management (transfers, payments, buy/sell orders) for these large accounts.

Assets under management are growing at a 30%+ rate a year.

In charge of maintaining strong professional relationships with the financial community, mainly large institutions

such as Royal Bank of Scotland, UBS, Wachovia Corp. and Oppenheimer & Co. where our company has

“introducer broker” agreements.

Analyze and negotiate new investment products to introduce in the region (Southern cone of South America) for

our client base.

Develop new tailor-made structured products for distribution to retail clients. Conducted the negotiations with the

underwriters (Deutsche Bank and Barclays) for several successful products.

Negotiate distribution agreements with different mutual fund and financial product companies.

LEGG MASON WOOD WALKER, INC. New York, NY

Summer Associate / Beverages Equity Research Summer 2004

Built and updated financial and valuation models during Wall Street’s earnings season and Coors-Molson merger.

Conducted a research project on the soft drinks industry and its value drivers for the last 10 years.

Researched the private label industry and laid foundation for initiation report on a new company in that industry.

Managed a survey of 51 grocery stores in 37 U.S. states that laid foundation for a mid-calorie research report.

VICTOR PAULLIER & CIA STOCKBROKERS Montevideo, Uruguay

Private Banking - Senior Account Officer / Financial Advisor 2002 – 2003

Increased assets under management by more than $20 million or 50% in a small, family-run organization, through

a personal established customer network.

Negotiated Agent and Commission agreement with Coutts Bank von Ernst resulting in the selection as exclusive

agent of Coutts Bank von Ernst in Uruguay.

Managed large individual and institutional investment portfolios and provided private banking services to assist

clients reach their investment objectives; achieved 97% client retention.

BANCO COMERCIAL S.A. Montevideo, Uruguay

Private Banking - Senior Account Officer 2000 – 2002

Managed a portfolio composed of large individual and institutional accounts totalling $50 million in assets.

Conducted periodic meetings with institutional clients in order to recommend actions in investment portfolios and

proposed new investment strategies and instruments; resulted in $20 million new assets for the firm.

Increased revenues of the Private Banking Department by 10% through the implementation of a mutual fund sales

report that was used by the branch offices and investment officers to recommend financial instruments.

ING BANK URUGUAY Montevideo, Uruguay

Private Banking - Senior Account Officer 1998 – 2000

Increased portfolio funds under management by 200% ($24 million) through an aggressive sales effort

Contributed to a team that increased funds under management from $260 million to more than $400 million in the

Uruguay office over a 3 year period through the expansion of the customer network to Brazil and Argentina.

Private Banking - Junior Account Officer

Managed small clients’ accounts, prepared portfolio statements and entered orders to buy and sell different

securities which facilitated the department’s objective of 100% client retention.

Provided financial and operational assistance to the four Senior Account Officers by preparing investment options

reports, mutual fund reports and diagnostic studies on the local and regional economic situation.

Promoted to Senior Account Officer after only 6 months with the company.

MERRILL LYNCH URUGUAY Montevideo, Uruguay

Brokerage Department - Financial Assistant 1996 – 1998

Assisted a Senior Financial Consultant managing a portfolio of $120 million in assets under management for the

South American Region.

Prepared financial and accounting statements for individual clients, controlled commission schedules, client

portfolio valuation and processed buy / sell orders for bonds, stocks, mutual funds, options and loans.

Audited trailer commissions from several different families of mutual funds; recovered in excess of $20,000.

EDUCATION___________________________________________________________________________________

ROBERT H. SMITH SCHOOL OF BUSINESS, UNIVERSITY OF MARYLAND College Park, MD

MBA Graduate – Class of 2005

Concentration: Finance and International Business - GPA 3.87

Graduate Assistant: Teaching Assistant for Financial Accounting

Awards: CIGNA MBA Award for Leadership

Other curricular activities: Participated on a 6-month advisory project for K2 Advisors, a hedge fund of funds

manager. The project consisted in analysing with regression and other statistical models how different macroeconomic

variables influenced the returns of the different hedge funds strategies.

Extracurricular Activities: President - Hispanic MBA Association, Vice President - Finance MBA Association

UNIVERSIDAD ORT Montevideo, Uruguay

Bachelor of Arts, Business Administration 2000

Concentration: Finance

ADDITIONAL INFORMATION & HOBBIES_______________________________________________________

Fluent: Spanish (native), English (advanced), Portuguese (basic).

Experience with Bloomberg and Reuters information systems.

Series 7 license (inactive)

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