Download PDF

Work experience

Oct 2008Present

Financial Advisor

Statetrust Bank

  • Identify possible customers.
  • Make personal statistics of what it has done in a specific period of time.
  • Introduce of the company to new possible clients.
  • Detect needs of the prospect of client.
  • Based on needs make an investment plan for the future client.
  • Follow up proposal which has been maden.
  • Process of charging new plans of investment.
  • Give to my clients the certificate with the details of investment of the instrument.
  •  Post-sales Services
Feb 2008Jun 2008

Comercial Administrator

Strategic Aliances
  • Prepare statistics of the amount of new insurance policy and the renewal.
  • Make the proposal for possible clients.
  • Follow up of the proposals.
  • Keep the contact with all the allies around the word, most of the time in English.
  • Send the reclaims of the clients to the main company and keep the information from the main company to the final client.
  • I started the manual of what and how have to do every new advisor.


Sep 1999Mar 2005

Business Administrator

Universidad Nueva Esparta