Germán U.

• Managed a portfolio of corporate clients, focusing on strengthening relationships and ensuring a positive experience. • Multidisciplinary Team Coordination to ensure flawless proyect execution and increased client satisfaction. • Coordinated the collection, analysis, and integration of corporate client data across teams, ensuring that information was relevant and accurate for informed decision-making.

• Proactively maintained and expanded a client portfolio by deeply understanding client needs and offering personalized solutions in financial planning. • Frequently selected as a member of the Prestigious Club, recognizing top-performing advisors in the AIS channel for excellence in client service and satisfaction. • Analysis and Reporting: Generated detailed financial reports and commercial strategies based on client data analysis, facilitating decision-making and portfolio growth.

• Established and launched the company, overseeing commercial performance and administrative and financial management. • Managed the company's administration and finances, ensuring accuracy and reliability of financial and commercial data. • Successfully sold the business to an expanding economic group in 2017.