Daniel Martin Email and Phone Number
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Trilingual Industrial Engineer from Los Andes University in Colombia and Masters in Advanced Finance from IE Business School in Spain with more than nine years of experience in the financial services sector within Citigroup, selling and managing corporate banking products for top tier corporations as well as managing Venture Capital funds and most recently as the founder of Equity Advisors a firm specialized in investment banking and financial consulting for small and medium enterprises.Characterized as a confident networker with a strong ability to develop relationships and work with interdisciplinary groups in long term and challenging projects. Superior analytical skills and intellectual horsepower combined with excellent commercial awareness, sharp business judgment and great presentation and communication abilities.
Equity Advisors
View- Website:
- equityadvisors.co
- Employees:
- 53
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Founder - Ceo And Director GeneralEquity AdvisorsBogotá, Bogota, Co -
Founder - Ceo / Director GeneralEquity Advisors Sep 2016 - PresentBogotá D.C., Colombia- Through our financial outsourcing services, Equity Advisors (www.equityadvisors.co) serves small and medium enterprises and startups throughout the world, generating unique value and helping them achieve their next financial and strategic level.- Services include: Cash Flow management, ABC Costing, Budgeting, KPI analytics and performance, business information management, people, processes and risk optimization, treasury management.- Other divisions include: Investment Banking, Financial Consulting, Accountancy services (only in Colombia), Big Data Analytics and Financial Training -
Fund Manager - Office RepresentativeAxon Partners Group Jan 2015 - Sep 2016Colombia, Mexico And Peru- Identify investment opportunities in regional startups in an early to growth stage- Join and, in certain cases, represent Axon in the boards of the invested companies and provide support to the entrepreneurs in their business plan execution and especially in their inorganic development- Manage and represent the local office through the Axon Colombia SAS vehicle establishing and maintaining relationships with investors and local regulators- Manage the local team of associates and support occasionally in consulting or investment banking deals if needed -
Avp - Trade Finance Product ManagerCiti Feb 2013 - Dec 2014Bogota, ColombiaMain Responsibilities & Achievements:- Managed the Trade Finance & Corporate Loans products for the Colombian franchise, and was responsible of achieving the budget of USD $11,4M for 2013 and USD $9,4M for 2014- Executed, along my team of 2 people, important operative changes to better comply with the strategies and Budget. I was able to involve several different divisions which derived in an improvement of the disbursement times and posible excpetions to the procedures.- Increased, together with the coverage and sales teams, the average assets by 34% from February 2013 to December 2014 achieving the Budget and increasing the porfolio over a billion USD- Implemented innovative products such as loans with digital FX options, product packages with cash management, draft discounting, commodities finance and development agencies rediscount loans (Finagro and Bancoldex) allowing for an important diversification in the client base- Obtained approval from the local President via ALCO to offer programs to avoid prepayment fees to activate asset sale -
Senior AssociateAxon Partners Group Jul 2012 - Feb 2013Madrid, España Y Bogota, ColombiaMain Responsibilities & Achievements:- Value and analyze the buying viability of different startups in Spain and Colombia- Structure the share in each company, the further control in the long term and the exit possibilities- Supported the management team in Colombia with industry vertical analysis, investment committee presentations and continuous search for several investment opportunities in the country -
Transactor / Junior Product ManagerCitigroup Sep 2009 - Dec 2011Bogotá, ColombiaMain Responsibilities:•To manage 5 Institutional Client Group (ICG) products directly. •To assist the Senior Product Manager in achieving his budget. Main Achievements:•Accomplished my budget both in 2010 and 2011 which represented approximately 4% of the local Global Transactional Services division revenues. •Assisted the Senior Product Manager with the achievement of his budget which represented around 30% of the local division revenues.•Lead a team composed by the oil and gas coverage and sales teams (13 people) in charge of selling SBLCs for the Colombian Hydrocarbon Agency oil block bidding process. Gave trainings on SBLC structures and visited clients with the team, resulting in USD millions in revenues for the division. •Conceived and implemented a new process for placing collateral loans through New York in order to support start-up companies, disbursed USD $17 million under this solution and won over important revenues for two subdivisions.•Conducted training sessions and produced special marketing material for the ICG sales force (23 people) and in some cases for clients directly in order to increase market share of critical transactional platforms, resulting in a 49% increase in the number of active clients in 2010 and 13% in 2011.•Participated in the renegotiation of Citi’s liquidity and platform management USD million contract with the Colombian FX clearing house: researched the industry, organized visits to board members with global partners, and structured 3 proposals delaying its maturity and assuring revenues until April 2011.•Organized 3 events and the respective marketing material for them in different cities for over 50 clients -
Time Deposits And Channel Finance TransactorCitigroup Apr 2008 - Sep 2009Bogota, ColombiaMain Responibilities:Time Deposits: •To lead sales of ICG Time Deposits and control a client portfolio in seven Latin-American countries (from April 2008 to September 2008) and in Colombia (since September 2008 to September 2009).Channel Finance: •To manage the quoting and business as usual of the Channel Finance programs (since September 2008).Main Achievements:Time Deposits•Managed and controlled portfolio worth more than one billion (36% of the regional share) during the economic crisis of 2008-2009, complying with senior management liquidity requirements.Channel Finance:•Led an improvement in Customer Service and Operations response times, reducing them from two days to an immediate e-mail.•Produced a historic performance report in order to improve key product indicator follow-up.
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Human Resources Financial Control AnalystCitigroup Jul 2007 - Apr 2008Bogota, ColombiaMain Responsibilities: •To monitor the headcount in each area in order to ensure that local and regional objectives were achieved. •To process monthly bank staff changes in salary, level, area, etc. Main Achievements:•Drew up a report based on historic trends to improve the control of allowed staff, which was approved by senior management and the retail banking president.•Made an average of 360 changes per month, in compliance with supervisors' requirements.
Daniel Martin Skills
Daniel Martin Education Details
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Finance, General -
Best Final Project: Investment Proposal Of A Distressed Company (Ibex35: Gam.Mc) -
Focused On: Finance And Economics
Frequently Asked Questions about Daniel Martin
What company does Daniel Martin work for?
Daniel Martin works for Equity Advisors
What is Daniel Martin's role at the current company?
Daniel Martin's current role is Founder - CEO and Director General.
What is Daniel Martin's email address?
Daniel Martin's email address is da****@****oup.com
What schools did Daniel Martin attend?
Daniel Martin attended Corporate Finance Institute® (Cfi), Ie (Instituto De Empresa), Universidad De Los Andes.
What are some of Daniel Martin's interests?
Daniel Martin has interest in Spanish [Native, English [Fluent, Languages, June 2010, 109, German [Conversational, Toefl Ibt Score, Daily Professional Use Since 2009.
What skills is Daniel Martin known for?
Daniel Martin has skills like Venture Capital, Entrepreneurship, Goal Oriented, Team Leadership, Investment Banking, Banca, Influence Without Authority, Building Relationships, Private Equity, Financial Modeling, Foreign Languages, Emerging Markets.
Who are Daniel Martin's colleagues?
Daniel Martin's colleagues are Mohitraya Roy, Jessica Andrea Brand Soriano, Sandra Milena Cabezas Garzon, Jasson Fabian Hoyos Martin, Maria Alejandra Serrano Malaver, Diego Alexander Espinosa Gonzalez, Yesemjawer Páez Niño.
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Daniel Martín
Industrial Engineer || Planning Professional || Project Management || Data AnalystCajicá -
Daniel Martin
Bogota, D.c.
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