⋆Claudio Adaos Ruiz
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⋆Claudio Adaos Ruiz Email & Phone Number

Country Manager for the Americas | Wealth Management and Offshore Advisory Specialist at Borgenson Introducing Brokers
Location: Chile, Chile, Chile 7 work roles 4 schools
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Role
Country Manager for the Americas | Wealth Management and Offshore Advisory Specialist
Location
Chile, Chile, Chile
Company size

Who is ⋆Claudio Adaos Ruiz? Overview

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⋆Claudio Adaos Ruiz is listed as Country Manager for the Americas | Wealth Management and Offshore Advisory Specialist at Borgenson Introducing Brokers, a company with 1 employees, based in Chile, Chile, Chile. AeroLeads shows a matched LinkedIn profile for ⋆Claudio Adaos Ruiz.

⋆Claudio Adaos Ruiz previously worked as Senior Associate at Borgenson Introducing Brokers and IFAs at Itaú Chile. ⋆Claudio Adaos Ruiz holds Diplomado En Finanzas Corporativas, Finanzas from Universidad Adolfo Ibáñez.

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Borgenson Introducing Brokers

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About ⋆Claudio Adaos Ruiz

⋆Claudio Adaos Ruiz is a Country Manager for the Americas | Wealth Management and Offshore Advisory Specialist at Borgenson Introducing Brokers. They is proficient in English intermediate level. Colleagues describe them as "Claudio : Puedo recomendarlo como una persona responsable muy activo de buena gestión, creativo respetuoso, persona de buenos modales y un vocabulario muy amplio."

Current workplace

⋆Claudio Adaos Ruiz's current company

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Borgenson Introducing Brokers
Borgenson Introducing Brokers
Country Manager for the Americas | Wealth Management and Offshore Advisory Specialist
Chile
Website
Employees
1
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7 roles

⋆Claudio Adaos Ruiz work experience

A career timeline built from the work history available for this profile.

Senior Associate

Current

Santiago - Buenos Aires - Mendoza

Diseñé y desarrollé la unidad de clientes privados e institucionales que necesitan satisfacer sus necesidades en torno a la apertura de cuentas y plataformas de trading en Mercados Globales.Negocié con Bróker Nacionales y Extranjeros para establecer acuerdos de cooperación y expandir nuestra presencia en el mercado.Colaboré en la captación de clientes.

Nov 2003 - Present

Ifas

Provincia De Santiago, Región Metropolitana De Santiago, Chile

Managed and maintained relationships with high-value clients, gaining a deep understanding of their financial needs and investment objectives.Driven commercial results from both the existing client base and new client acquisitions through the delivery of bespoke and exclusive financial solutions.Provided clients with comprehensive financial advice.

Mar 2023 - Jun 2024

Independent Financial Advisor

Buenos Aires

Balanz is one of the largest non-bank brokerage and investment firms in Argentina, where I serve as an Independent Financial Advisor, providing negotiation and investment account opening services to international clients.I offer access to offshore accounts managed by leading financial institutions such as CREDIT SUISSE, STONEX (USA), PERSHING (USA).

Jan 2022 - Jun 2024

Financial Advisors, Principal Partners

Santiago, Región Metropolitana De Santiago, Chile

Principal is a leading investment and pension company with a presence in 18 countries and over 25 years of history in Chile.I serve as an investment professional, capturing high-net-worth clients and providing them with personalized and excellent financial advice in investment and savings solutions.My role is to generate business and deliver innovative and.

Nov 2021 - Mar 2023

Introducing Broker

Santiago, Buenos Aires

Offering all Global Equities, Options, Bonds, Funds and Futures exchanges along with FX trading (CFDs upon request), would work with all account sizes – Retail and Institutional

May 2017 - Mar 2023

Financial Advisor, Renta Variable Internacional.

Sala Financiera-Alfa Corredores De Bolsa.

Santiago.

Me desempeño como ejecutivo comercial, mi función es la captación de clientes para cuentas Internacionales en Renta Variable, Futuros y FX tanto institucionales como de alto AUM.Seguimientos estadísticos de servicio, venta, post venta y gestión de esta misma. Mantención de la base de datos. Manejar niveles de metas, captación, renovación, solución de.

Jan 2003 - Nov 2005
4 education records

⋆Claudio Adaos Ruiz education

Ingeniero Comercial, Administracion

Activities and Societies: Mountanbike, Rugby.También tengo estudios de perfeccionamiento en Finanzas Corporativas, DFC Universidad Adolfo.

Trading Renta Variable Internacional, Finanzas

Centro Trading Sala Financiera

Activities and Societies: Wealth management as an investment-advisory

Certificado, Digitaliza Tu Pyme, 7

Curso de 104 horas destinado a comprender los procesos asociados al comercio electrónico. Capacitación sobre el uso e implementación de.

FAQ

Frequently asked questions about ⋆Claudio Adaos Ruiz

Quick answers generated from the profile data available on this page.

What company does ⋆Claudio Adaos Ruiz work for?

⋆Claudio Adaos Ruiz works for Borgenson Introducing Brokers.

What is ⋆Claudio Adaos Ruiz's role at Borgenson Introducing Brokers?

⋆Claudio Adaos Ruiz is listed as Country Manager for the Americas | Wealth Management and Offshore Advisory Specialist at Borgenson Introducing Brokers.

Where is ⋆Claudio Adaos Ruiz based?

⋆Claudio Adaos Ruiz is based in Chile, Chile, Chile while working with Borgenson Introducing Brokers.

What companies has ⋆Claudio Adaos Ruiz worked for?

⋆Claudio Adaos Ruiz has worked for Borgenson Introducing Brokers, Itaú Chile, Balanz Capital, Principal Chile, and Exante Limited.

How can I contact ⋆Claudio Adaos Ruiz?

You can use AeroLeads to view verified contact signals for ⋆Claudio Adaos Ruiz at Borgenson Introducing Brokers, including work email, phone, and LinkedIn data when available.

What schools did ⋆Claudio Adaos Ruiz attend?

⋆Claudio Adaos Ruiz holds Diplomado En Finanzas Corporativas, Finanzas from Universidad Adolfo Ibáñez.

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