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Summary

Accomplished executive, keen on commercial strategy and business development. 15 years’ experience in executive and commercial teams, plus 3 startup launching experiences. Building lasting professional relationships while getting things done.

Work experience

2020-03Current

Country Manager - Uruguay

Criteria

Leads offshore business of Criteria, responsible of licensed entities by Central Bank of Uruguay. +15 people team servicing +58 financial advisors. Detects and develops business opportunities in the region.

  • Director responsible of offshore business in Criteria´s Board.
  • Member of Technology Committee of Criteria.
  • Keeps strategic relationships with customers, providers and government.
2017-102020-02

Head of Sales - Uruguay

Criteria

Detects and develops business opportunities within Argentina, Brazil, Chile and Uruguay.

  • Member of the Commercial Committee of Criteria.
  • Advised +10 companies for fundraising.
  • Sales of alternative products and financial services.
2015-092017-10

Wholesaler - Latam

Criteria

Distribution of real estate related investments with wealth managers, family offices, UHNW individuals and institutional investors in the region. 

  • Raised more than USD +100 MM.
  • Worked with a network of +500 contacts in Latam. Developed Brazilian market.
  • Established processes for product reporting and monitoring.
2014-082015-08

Sales Leader

IBM

Developed nontraditional business for TSS division, leading a team of 6.

  • Attained sales goals every half. 
  • Developed new line of smart and eco-friendly services.
2012-042013-09

Ssr. Financial Advisor

Puente

Wealth managment services for affluent an high net worth individuals from Argentina. 

  • New AUM and ROA targets over-achieved year by year.
  • Advised on platforms improvements to increase net revenue.
2009-102012-03

Relationship Manager / Trader

Pro Capital

Lead relationships with counterparties and financial advisors, supervised middle and back office activities. Performed Trading Desk activities. 

  • Design and set up of middle office and back office processes.
  • Lead onboarding of 6 independent groups of financial advisors.
  • Managed and trained backoffice/middle office staff. 

2022

Member of Vistage Uruguay

Vistage

Better leaders. Better decisions. Better results. 

20212021

SPF Neuroleadership

IEEM

How to have positive and lasting impact on teams from neuroscience.

20132013

Program Management Development

Esade Business School

Competitive strategies; management creativity, innovation and change; leading. 

20132013

Management Development Program

ORT University

Marketing and strategy.

20122012

CFA Level I - Approved

CFA Institute

Investments and financial analysis.

20112011

Executive Program on Financial Investments

Universidad ORT

Approved by Central Bank of Uruguay.

Core Competences

Strategic Planning / Complex Problem Solving / Investments / Business Analysis / BTB / Negotiation 

Languages

Spanish

Native speaker

English

Bilingual

Portuguese

Intermediate

References

Diego Talmon - Portfolio Manager / Credit Agricole

Marna Pfranger - Director / Vontobel