Highlights:

Skills:

general manager February 21/ 2012 - current
KEY INVESTMENT GROUP INSURANCE A, BOGOTA D.C, CUNDINAMARCA Colombia
Industry: investments and insurance
Functions •Legal representative of the company, planning, leading. Control and lead the process of strategic planning establishing goals and objectives; leading and all diverse areas securing the profitability and competitiveness of the company. Fulfilling the company’s protocols. •Developing strategies to reach objectives and goals set up by Old Mutual Colombia. •Conduct periodical evaluations regarding the fulfillment of tasks by all areas. •Optimize resources •Creating a comfortable environment that encourages employees
Achievements: •Fulfillment of monthly goals set up by Old Mutual regarding voluntary pensions, severances, Collective portfolios, Total Life, Old Mutual life insurance with savings and Off Shore •Strategic planning goals achievement, set objectives; ensuring the profitability of the company and partners utilities. •Compliance with Regional Bogotá’s indicators--
Commercial Manager (Financial Planner) July 2008 - February 20 2012
GRUPO ESTRATEGICO DE INVERSIONES Y SEGUROS LTDA, BOGOTA D.C, CUNDINAMARCA Colombia
Industry: investments and insurance
•Addressing and accompanying the group, design and application of strategies to ensure the goals of the agency. •Attainment and maintaining current clients and potential clients, maintaining and growth of the assigned portfolio by Skandia Colombia, prospective and client liaison. Personal and legal entity. •Commercialization of investment portfolios within voluntary pensions, shares, fixed-income securities, commodities, dollars, euros and other currencies from the global market. •Commercialization of obligatory pension fund, severances, collective shares, Total Life and Off Shore
Achievements •Surpassing of monthly goals of voluntary pension products, obligatory pensions, severances, and collective shares. •Fulfillment of indicators of Regional Bogotá. •Conventioneer Cancun 2008. •Fulfillment in the effectiveness indicator in new currency--
Financial Planner May 2006 - April 2008
SKANDIA COLOMBIA S.A, BOGOTA D.C, CUNDINAMARCA Colombia
Industry: investments and insurance
Functions •Maintaining current and potential clients, sustain and growth of assigned shares by Skandia Colombia, prospect clients and client liaison, legal representative. •Commercialization of investment portfolios within voluntary pensions, shares, fixed-income securities, commodities, dollars, euros and other currencies from the global market. •Commercialization of obligatory pension fund, severances, collective shares, Total Life and Off Shore •Commercial relationship of fidelity and long term trust with clients
Achievements •Fulfillment of monthly goals set up by Skandia Colombia. •Fulfillment of indicators by Regional Bogotá. •Fulfillment of effectiveness indicators of new currency. •Sales contest champion several times--
Commercial Advisor August 1999 - April 2006
COLFONDOS S.A, BOGOTA D.C, CUNDINAMARCA Colombia
Industry: investments and insurance
Functions •Maintaining current and potential clients, sustain and growth of assigned shares by Colfondos. •Commercialization of obligatory pensions, severances, voluntary pensions and Citibank products such as credit cards and loans. •Commercial relationship of fidelity and long term trust with clients.
Achievements •Fulfillment in all commercial goals in all products. •Sales contest champion several times. •Conventioneer for 4 years--

Fundación Universitaria San Martin 07/2007 - 10/2012
BOGOTA D.C, CUNDINAMARCA, Colombia
Degree: Professional Degree
Major:BUSINESS MANAGER
PROFESSIONAL PROFILE Administrative professional with broad experience in commercial and management areas, excellent interpersonal relationships and teamwork. Goal oriented and focused in results, personnel management, administrative control, indicator analysis and high level of responsibility. Follow through with company protocols, ethics and committed professionally and personally to results. Entrepreneur and innovative; change adaptable and in a continuous growth plan. Skillful and empowered with the necessary competencies that lead towards organizational results and high expectations

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