Diego Garza
Valencia
Summary
I am a passionate financial specialist with a strong ability to develop personalized financial strategies and advise clients on optimizing their resources. I excel in building lasting relationships with clients, offering tailored financial solutions, and ensuring an exceptional client experience. I am an analytical and results-oriented professional with an outstanding ability to solve complex problems through logical approaches, contributing to the financial success of clients and the company.
Overview
5
5
years of professional experience
Work History
Financial Executive
Escala Capital
08.2021 - Current
- Identified and analyzed market opportunities for sales strategies
- Managed portfolio, recorded sales activity, and mitigated risks
- Developed strong understanding of financial products, regulations, B2B sales, credit analysis, and risk management
- Implemented effective sales strategies to drive results.
Latam Autoimmune Marketing
Eli Lilly and Company
10.2020 - 05.2021
- Negotiated with specialized suppliers for marketing materials
- Created brochures, presentations, and promotional materials
- Managed approval process for materials in Latin American countries
- Managed OpEx budget for supplier contracting.
Jr. Financial Advisor
BSA Financial Broker
01.2019 - 12.2019
- Acquired new clients and provided financial product advice
- Specialized in leasing, factoring, and working capital solutions
- Expertly guided clients through the financial product acquisition process
- Achieved tangible results through successful client acquisition and product guidance.
Education
Bachelor's Degree in Business Administration -
Anahuac University
01.2021
Course in Digital Marketing and Information Technologies -
UCAM
01.2020
Skills
- English
- Logical Problem Solving
- Financial advice
- Knowledge of Banking Products
- Communication Skills
- Customer Focus
Timeline
Financial Executive
Escala Capital
08.2021 - Current
Latam Autoimmune Marketing
Eli Lilly and Company
10.2020 - 05.2021
Jr. Financial Advisor
BSA Financial Broker
01.2019 - 12.2019
Bachelor's Degree in Business Administration -
Anahuac University
Course in Digital Marketing and Information Technologies -
UCAM
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