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Manager Real Estate

Toronto, ON, Canada
November 18, 2018

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Veronica Chapa

*** ******* ** ****, ***** **** Toronto, Ontario M4Y0A9 +1-416-***-**** EDUCATION

Rotman School of Management, University of Toronto, Toronto, ON M.B.A. Graduate, 2016

• Recipient of “Leaders of Tomorrow Scholarship”, Rotman School of Management Entrance Award

• Elected for 2016 Meeting with Mr. Warren Buffett, Omaha, Nebraska

• Elected for Richard Nesbitt’s Personal Mentoring Program SPECIALIZED TRAINING

• Completed The Marquee Group’s Financial Modeling Workshop

• Completed Argus Valuation DCF Training Program

• Member of Women in Capital Markets

Mexican Association of Financial Intermediaries (AMIB), Mexico City, Mexico

• Investment Strategies Advisor Certification- Figura 3 Universidad Panamericana, Mexico

Bachelor in Business Administration and Finance, 2011

• Specialization in Finance.

• 70% Entrance Scholarship, 2007

• Dean's Honour List, 2011

• Member of Mexican Institute of Finance Executives. (IMEF) EMPLOYMENT EXPERIENCE

Manulife Financial Asset Management, Toronto, Canada Real Estate Investment Analyst, May 2015 – September 2015

• Assisting in the due diligence and underwriting aspects of commercial real estate acquisitions falling in the range of USD$150M to $600M in Canada and primarily in the U.S

• Reporting directly to the Managing Director and Senior Portfolio Manager for the general accounts $11.2 billion fund Citibank, Mexico

Private Banker, 2011–2014

• Managed 40 of division’s top clients’ portfolio representing USD$65M in assets and USD$1.3M in annual revenues.

• Exceeded division’s goal by 20%; achieved 70% close ratio, which resulted in 32 new clients and referred $275M in new business opportunities to other bank divisions.

• Partnered in on-boarding two UHNW Family Office clients with AUM approaching $200 million.

• Tripled referrals in first six months by implementing an innovative incentive program designed to get actual clients more involved in the referral process.

Scotiabank, Mexico

Private Banking Associate, 2009–2011

• Increased revenues per client by 30% by identifying and assessing client’s needs according to their risk profile

• Increased Net Promoter Score, a "tool" to measure client’s satisfaction, from 62% to 93%, by implementing a follow up strategy that optimized every customer contact to assess their needs and uncover additional sales opportunities.

• Performed competitive analysis of global Stock Market presented twice a week among bankers Mexican Stock Exchange, Mexico

Summer Intern, 2009

• Worked on the research, analysis and rating investment of a Mexican Stock Exchange listed company within the petrochemical sector and wrote an extensive company and industry research to project their financial statements. SOCIAL AND EXTRACURRICULAR ACTIVITIES

• Member of Citigroup Volunteer Program, 2011 – 2014

• Active participant in the program “SABER CUENTA” and “VIFAC, AC” promoting financial and economical culture among children from Mexico’s poorest public schools and misfortunate pregnant women.

• Raised a record amount of donations for INFAL, A.C., a non-profit focused in the education and reintegration of street children.

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