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Latam Markets / relationship manager /international financial services

New York, New York, United States
November 04, 2018

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** ******* *****, ***. *** New York, NY 10280 n 917-***-**** (M) n


Bilingual Spanish & English


Financial servces expert experienced in fueling the growth of international financial services firms by effectively communicating company messages and building relationships with current and prospective shareholders.

EMERGING MARKETS. Secured new large accounts for large brokerage in Latam markets by building the company’s brand among large financial institutions.

CLIENT BASE EXPANSION. Delivered explosive growth for new Colombian brokerage by producing 500% increase in clients through focus on identifying, targeting and cultivating qualified prospects.

COMMUNICATIONS & EVENTS. Opened US offices for international brokerages, organized IR events, and produced corporate communications that engaged the external investment community.

IR Strategy Communications Public Relations Event Management Corporate Reputation Management

Market Research Investor / Analyst Education Prospect Identification & Targeting Presentations


NEW YORK LIFE- New York, NY Jan 2016 -Present

Licensed Agent

Financial Service Professional

Building own book of business based on my natural market. Affluent Latino families living in NYC

Organizing networking event within the Latino community in NYC

Creating events to educate wealthy Latino families in how grow, protect and distribute their assets.

Exploring the options of roll overs and investment accounts.

AXA ADVISORS – New York, NY Feb 2015 – Dec 2015

Financial Professional focus in the Latino Market

Financial Advisor

Started creating a natural market for professional women living in NYC.

Exploring also the possibility for divorce Latin woman in NYC.

Certified Life and Health Insurance Specialist.

CO-BALANCE – New York, NY n 2009 – 2014

Financial management coaching firm focused on women clients

Principal Coach

Launched and headed coaching firm to improve clients’ financial position and personal control. Performed marketing, led engagement planning, defined deliverables, and managed day-to-day interactions with clients. Fused insightful thinking with disciplined execution to enable client breakthroughs.

PROGRAM MANAGEMENT. Created and offered program that provided clients with a big picture perspective and tailored solutions that allowed them to quickly reach their objectives.

ENLACE NY – New York, NY n 2007 – 2009

Division of large interdealer brokerage firm in Mexico with 15 traders in NYC

Broker, Latam NDFs / Business Development & Investor Relations

Created and executed a guiding vision for US division charged with expanding its Latam market presence, with initial focus on Colombia. Leveraged expertise, interpersonal skills, and network of business contacts to build relationships with local banks, strengthen brand identity across region, and encourage trading with Enlace.

BUSINESS DEVELOPMENT. Delivered new Latam business pipeline for company with no previous experience in the region beyond Mexico.

BRAND BUILDING. Within 1 year of hire, succeeded in building brand recognition from zero to ensuring that most Colombian financial institutions recognized Enlace as a major trading partner.

SALES PERFORMANCE. Captured 10 new accounts in Colombia, 2 in New York, and several in Peru despite global economic crisis.

MARKET EXPANSION. Enabled company to open an office in Bogotá by delivering rapid market results.

TEAM LEADERSHIP. Fostered a high-performance culture that focused team on targets and follow-through.

GFI GROUP – New York, NY n 2005 – 2006

Global interdealer brokerage firm with 1,700 employees

Broker, Latam NDFs / Business Development & Investor Relations

Held full P&L responsibility for New York business unit. Identified high-potential prospects in the currency markets of Mexico, Brazil, Chile, Argentina, Peru, and Colombia.

SALES PERFORMANCE. Turned around underperforming markets in Colombia and Chile to exceed targets by standardizing and improving sales processes.

TEAM LEADERSHIP. Led by example to create a highly engaged workforce. Instituted a new system to accurately evaluate broker performance.

CIMD DE COLOMBIA (now ICAP Securities Colombia S.A.) – Bogotá, Colombia n 1998 – 2004

Branch of Spain-headquartered interdealer brokerage firm

Head of Fixed Income, Global Bonds

Fueled growth for company by establishing its first office in Colombia and recruiting, hiring, and training 25 brokers to deliver aggressive revenue goals. Executive team member who served in the capacity of CFO and advisor to CEO for international strategy. Member of Board of Directors shaping corporate strategy.

EXECUTIVE MANAGEMENT. Elevated company to a new level of competitive advantage by introducing a streamlined operational infrastructure.

MARKET STRATEGY. Refocused company on new business areas by creating new trading desks for FX, forwards, derivatives, fixed local income, and global bonds. Propelled trades of global bonds, the company’s most successful area of business.

SALES PERFORMANCE. Achieved 500% increase in number of clients.

REVENUE RESULTS. Delivered 36% of broker operations in last year of billings.

CLIENT RELATIONS. Promoted business relationships between Latin American clients (Colombia, Peru, and Venezuela) and international clients (New York, London, Madrid). Organized special events for clients including 2 courses on financial analysis and 20+ social gatherings.

COMPLIANCE. Created produtive relationships with all regulatory authorities including central bank and stock exchange representatives.


Internal Debt Consultant

Advised government representatives on strategies for managing internal debt and spurring economic growth while mitigating inflation. Organized meetings of 22 market makers (Colombia’s biggest banks) to gain consensus on an efficient internal debt system.

THOUGHT LEADERSHIP. Led Colombia to become the first Latin American country to create an efficient market maker system. Brought together Colombia’s largest banks to review Spanish market maker system as a potential model for managing Colombia’s internal debt.

DEBT MANAGEMENT. Designed and implemented Colombia’s Market Makers Scheme featuring a public-private partnership in emerging finance markets. Led training in Spain for 15 principal financial entities.

CASA DE BOLSA, S.A. – Bogotá, Colombia n 1994 – 1995

Largest brokerage firm in Colombia

Director, Research Department

Authored economic and financial reports for international investors. Analyzed Colombian capital markets through studies conducted with department of Investment Banking from Corfivalle and developed recommendations.




Master in International Economics, 1998

B.A. in Finance & International Relations, 1994


Coaching for Transformation, ACTP

Technical Analysis, Intermoney

Risk Management, Colombian Finance Ministry


Professional Life Coach

Insurance Agent

Series 7 & 63

LANGUAGES: Native Spanish, fluent English


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