Manager

DIEGO MARTIN DURAN, CFA®

786-***-****

*******@*********.***

Miami, FL

(Will relocate independently)

EXECUTIVE SUMMARY

Ethical and charismatic bilingual professional with 9 years of global and international experience available to help drive excellence as a Manager for a like-minded ethical firm.

Executive Presence

Ethical and Responsible

Analytical Problem Solver

Bilingual with Global View

Empathetic Leader

Client Focused Manager

Compliance-minded

Project Manager

• Disciplined and ethical professional able to make important decisions taking into account competing interests

• Recognized analytical ability in modeling, reconciliations, financial analysis, and drawing logical conclusions from same

• Leader by example utilizing natural personal traits to garner and maintain trust of peers and clients quickly

• Executive presence allows for experience and comfort speaking with upper management and sophisticated clients

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ACCOMPLISHMENTS

Team Leadership:

 Lead team responsible for timely and accurate monthly reviews of 350 trust investment accounts insuring compliance with regulatory requirements each quarter

 Key in the advancement of 2 direct reports through leadership, training, and mentoring

Project Management:

 Effectively carried out implementation of new investment performance monitoring for trust department creating capacity for trust officers to meet client contact goals

 Successfully developed method for tracking revenues and fees for distinct level of clients that helped maximize time spent per expected revenue

Client Management:

 Effectively retained 95% of clients during period of business transition that helped insure viability of pending sale of business

 Successfully identified additional needs and solutions for 65% of book of business

Research and Analytics:

 Recognized for efforts in conducting key reconciliation of 10 years of data in helping resolve client complaint insuring retention of client

 As individual responsible for conducting due diligence of hedge funds, insured that of the 50 funds in pool none were exposed to fraud and excessive losses during tenure

Cost Reduction:

 Lead effort in department reduction of investment research cost by 10% annually through elimination of redundant services and increasing marginal services of remaining providers

EDUCATION

1999-2000 Master of Science, Finance

Florida International University, Miami, FL 3.3/4.0

1997-1999 Law

Nova Southeastern University, Davie, FL 3.0/4.0

1993-1997 Bachelor of Science, Business Administration

Fordham University, New York, NY 3.3/4.0

PROFESSIONAL EXPERIENCE

Royal Bank of Canada, Cayman Islands August 2007 – April 2009

Vice President – Manager

Functioned as key individual responsible for oversight of 350 Trust investment portfolios. Worked on enhancement of investment product line and systems. Managed discretionary accounts.

 Diligence in reviewing Trust investment portfolios helped avoid potential claims of $100MM

 Successfully retained 100% of clients for which I was directly responsible

 Helped guide team to develop systems for providing clients online access and delivering internal colleagues with instantaneous access to client accounts

Bank of America, Dallas, TX December 2003 - July 2007

Vice President – Investment Manager 2005 to 2007

Assistant Vice President – Portfolio Analyst 2003 to 2005

Served as key discretionary portfolio manager for private banking clients during the last two years of tenure. Prior to my promotion, as Portfolio Analyst, served as integral support for Portfolio Managers by researching investment options and addressing client queries and concerns.

 Increased revenue by 15% annually while simultaneously insuring retention of 95% of book of business during transition period of business

 Effectively provided investment management service to wealthy individuals, corporate boards, and non-for profit boards in professional and courteous manner

 Successfully trained colleagues on new investment solutions developed to enhance client experience

Magnum U.S. Investments, Miami, FL December 2000 – November 2003

Officer – Investment Analyst

Conducting due diligence and monitoring of hedge fund managers in portfolio of hedge fund of funds. Responsible for improving investment process and cross-department projects.

 Assisted in constructing fund of funds portfolios amounting to over $300 million in assets

 With detailed analysis, research, and consistent monitoring helped insure 100% solvency of hedge funds and satisfactory benchmark relative performance during tenure

 Successfully managed relations with key group of clients providing investment support

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DESIGNATIONS

Chartered Financial Analyst "CFA”

SKILLS

Fluency in Spanish, Microsoft Office Products, Bloomberg, Reuters, Per-Trac

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