Diego Reyes

Diego Reyes Email and Phone Number

Registered Client Service Associate @ Morgan Stanley
Fort Lauderdale, FL, US
Diego Reyes's Location
Fort Lauderdale, Florida, United States, United States
Diego Reyes's Contact Details

Diego Reyes work email

Diego Reyes personal email

n/a
About Diego Reyes

As a Relationship Manager at Bank of America, I focus on understanding the client's needs and priorities and creating customized solutions to achieve their financial goals. I am working toward becoming a Financial Advisor or Private Banker for high-net-worth clients. I have a Master’s degree in Marketing and 2 Bachelors in International Business and Management, 3 years of experience in banking and sales, and 8 years in market research and international business.I enjoy building relationships based on excellent customer service, humanizing the complexity of banking, and connecting people with the suited specialists.

Diego Reyes's Current Company Details
Morgan Stanley

Morgan Stanley

View
Registered Client Service Associate
Fort Lauderdale, FL, US
Employees:
94640
Diego Reyes Work Experience Details
  • Morgan Stanley
    Registered Client Service Associate
    Morgan Stanley
    Fort Lauderdale, Fl, Us
  • Bank Of America
    Senior Banker
    Bank Of America Sep 2023 - Present
    Fort Lauderdale, Florida, United States
    Deepens customer relationships, assessing their needs, advising and guiding them on how to achieve their financial goals. Sells financial products and grows business knowledge and network by partnering with experts in small business, lending, and investments.Follows established processes and guidelines in daily activities to do what is right for clients and the bank by adhering to all applicable laws and regulations.Proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
  • Bank Of America
    Relationship Banker
    Bank Of America Apr 2022 - Sep 2023
    Fort Lauderdale, Florida, United States
    First point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care.
  • Wells Fargo
    Teller
    Wells Fargo Jul 2021 - Mar 2022
    Fort Lauderdale, Florida, United States
    - Assisted customers by providing exceptional customer service while processing their transactions accurately and efficiently.- Engaged in conversation with customers by actively listening and asking questions. Introduced customers to other Wells Fargo team members, as appropriate, to proactively help meet their financial needs.- Informed customers of self-service digital options (as appropriate) to make banking easier for them.- Followed policies and procedures to minimize risk.- Maintained a cash drawer, including cash handling and balancing
  • Conrad Fort Lauderdale Beach
    Coordinator
    Conrad Fort Lauderdale Beach Feb 2020 - Jun 2021
    Fort Lauderdale, Florida, United States
    - Provided administrative support to over 40 staff members, interfacing with the property management systems and interacting with Finances and Front Desk departments, in the hotel´s continuing effort to deliver outstanding guest service and financial profitability. - Excellent facing point person for team members, vendors, and service providers. - Answered all incoming telephone calls, respond to guest and team member inquiries and dispatch appropriate service in a timely, friendly and efficient manner.- Used and maintained the work order system and property management system.- Performed additional general office duties including, processing paperwork, scheduling team members, processing payroll, conducting inventory and equipment maintenance and tracking guest comments and feedback.
  • Procolombia
    Senior Analyst
    Procolombia Apr 2017 - Jul 2019
    Bogotá D.C. Area, Colombia
    - Lead project teams in Innovation and Sector Intelligence Vice-Presidency.- Trained new interns and junior analysts on job responsibilities related to information platforms. - Performed customer service duties through tailored responses on time to the requirements of managers, advisors, and companies.- Developed tailored information for investors who have an interest in the Hospitality and Real Estate sector in Colombia.- Conducted primary and secondary market research.- Performed information dissemination activities for internal and external clients via face-to-face seminars, webinars, publications, presentations, web pages, etc. - Advanced management of Microsoft Office and databases such as Amadeus, SPSS, Tableau Software, Global Data, EMIS Professional, Google Analytics, Euromonitor, FDI Markets and Capital IQ.
  • Procolombia
    Foreign Investment And Exports Analyst
    Procolombia Nov 2013 - Mar 2017
    Bogotá D.C. Area, Colombia
    - Developed data analysis and information segmentation models to identify the potential of goods, services, and companies to attract foreign investment.- Structured and responded in a timely manner to requests for information from Private Equity Firms interested in investing in Colombia.- Monitored and developed indicators to measure the Colombian export performance to countries with a free trade agreement and generated commercial reports for different clients of the organization.- Identified and monitored sources of information to strengthen research processes.- Advanced management of Microsoft Office and databases such as ORBIS, Business Monitor, EIU, Kompass, Euromonitor, World Tariff, EMIS, FDI Benchmark, Market Line, SQL Server, Trademap, Trade Wizard.
  • Procolombia
    Statistics Professional
    Procolombia Apr 2012 - Nov 2013
    Bogotá D.C. Area, Colombia
    - Data management of trade statistics in order to generate strategies to increase Colombian exports. - Supported and conducted studies with value-added information as input for the analysis of opportunities and definition of strategies for internationalization of goods, services, and business. - Statistical development of the potential model of goods and business exports.- Developed content for the Proexport Opportunities Newspaper and booklets containing the exportable offer of Colombia departments.
  • Procolombia
    Statistics Intern
    Procolombia Jul 2011 - Mar 2012
    Bogotá D.C. Area, Colombia
  • Constructora Jyp Sas
    Real Estate Agent
    Constructora Jyp Sas Sep 2010 - Oct 2012
    Bogotá
    Segmentation of potential clients in Bogotá who are interested in Real Estate projects in Manizales city.- Assisted Origination/Deal teams with gathering, reviewing, and assembling due diligence information and other pertinent documentation from pre-underwriting phase to deal closing.- Performed financial reconciliations between initial investment offerings and final closing documents.- Assisted in the verification, coordination, organization, and data management of deal-critical documentation, including title, insurance, third-party reports, settlement statement, loan agreement, operating agreement, and appraisal.- Drive sub-functional strategy and manage multiple work streams, while delegating appropriately to Analysts as necessary.
  • Jorge Tadeo Lozano University
    Economics Faculty Researcher
    Jorge Tadeo Lozano University Jul 2010 - Jul 2011
    Bogotá D.C., Colombia
    Publication of the article “Economic Perspective of Leisure” Expedito Magazine, edition 8, November 2010
  • Externado University
    Management Assistant
    Externado University Jul 2006 - Dec 2007
    Bogotá D.C., Colombia
    Leadership skills development and group management.Preparation of class topics on organizational behavior through study cases.

Diego Reyes Education Details

Frequently Asked Questions about Diego Reyes

What company does Diego Reyes work for?

Diego Reyes works for Morgan Stanley

What is Diego Reyes's role at the current company?

Diego Reyes's current role is Registered Client Service Associate.

What is Diego Reyes's email address?

Diego Reyes's email address is di****@****rgo.com

What schools did Diego Reyes attend?

Diego Reyes attended Broward College, Los Andes University, Jorge Tadeo Lozano University, Universidad De Bogotá Jorge Tadeo Lozano, Universidad Externado De Colombia.

Who are Diego Reyes's colleagues?

Diego Reyes's colleagues are Maansi Varma, Ammar Bharmal, Umair H., Michael S. Culleton, Katelynn Johnson, Anjali Prettypaul, Chandrakanta Rana.

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