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Real Estate Life Insurance

New York, New York, United States
January 08, 2017

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**-** ***** **. *** Floor

College Point, NY *****

Mobile. +1-929-***-****

Summary: Financial and international business professional with over seven years of experience. Proactive, versatile, innovative, reliable and multi-lingual. Experienced at executing operations in life insurance, financial planning, brokerage, international trade, currencies and commodities trading in fast pace environments. Varied skills include research, client relations, active learning, organizational and analytical skills. Ability to work with or manage numerous individuals to successfully ensure the timely completion of projects on or under budget.

Education: University of Oulu, Oulu, Finland Berkeley College, New York, NY, USA M. Sc. Economics and Business Administration Bachelor of Business Administration Major: International Business Management Major: International Business Graduation Date: May, 2016 Graduation Date: June, 2003 Thesis: Negative Effects of Currency Devaluation International Scholarship Award GPA: 4.0 Dean’s list: 2002-2003


May, 2011 to International Logistics and Distribution, Central America, Associate – (Based in Panama) July, 2014 Chamber of International Commerce at the Royal Academy of the United Nations, New York, NY 10005

Secured accurate information from vendors or manufacturers on export operations: ocean, shipping rates, etc.

Coordinated shipment with warehouses and maintain punctuality in agreements.

Prepared and presented a variety of tangible and intangible goods to various suppliers in Panama.

Increased product range from dry foods to hospital products, real estate, and other variety of food staples.

Forged relationships with new suppliers to introduce new trademarks to the Central American markets.

Negotiated a very profitable real estate commission deal with one of Panama’s largest construction firms. Business or Sector: Management Consultancy / Import/Export / International Trade January, 2004 to Foreign Exchange and Commodities Trader – (2004-2011: Based in NY, 2011-2013: Panama) December, 2013 Self-Employed, Astoria, NY 11103/ Panama, Panama.

Researched financial reports and press from various countries and entities.

Applied risk management, leverage and return on investment assessment on trading operations.

Analyzed price charts to follow patterns and trends for exit and entry trade points.

Examined countries’ economic development: inflation, employment trends, countries’ interest rates, etc.

Achieved better trading by using a balanced fundamental and technical approach starkly decreasing risk.

Enhanced market timing for short and medium term trading by developing and learning new strategies. Business or Sector: International Finance / Alternative Investments / Asset Management March, 2005 to Venture Capital Investment Associate – (2005-2011: Based in NY, 2011-2012: Panama) November, 2012 ZTL Companies, Inc., New York, NY 10022.

Drafted and introduced new ideas into the investment committee meetings.

Screened and analyzed the portfolio for investment performance.

Conducted company forecasting throughout different stages of company formation.

Identified the key risks and potential investment opportunities; examined other due diligence parameters.

Performed various industry, sector and relevant subsectors analyses for key and nascent companies.

Introduced new idea origination from strong industrial and commercial development of emerging markets.

Reviewed business plans and prepared the most important metrics for new VC and accelerator engagements. Business or Sector: Management Consultancy / Private Equity / Venture Capital February, 2004 to Office Manager – (Based in NY)

May, 2011 AXA Advisors, LLC, New York, NY 10014.

Maximized risk management tracking on investments based on the clients’ financial planning profile.

Ran life insurance quotes of complex products for clients’ presentations and sales.

Drafted monthly reports from clients’ portfolios for senior investment managers.

Analyzed mutual fund performance for short and long term strategy setup.

Increased client relations with individuals of various ethnic backgrounds, which increased referrals.

Enhanced the processing rate by improving application of International Life Insurance Underwriting protocols.

Business or Sector: Wealth Management / Brokerage / Financial Consultancy Skills:

Computer Intermediate: HTML; Open Link Knowledge. Languages Bilingual in Spanish and English; Fluent in French; Intermediate: Finnish. RODRIGO J. ARAÚZ F.

References Provided Upon Request

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