Dora Martinez Email and Phone Number
Dora Martinez work email
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Dora Martinez personal email
I'm a goal-focused and resourceful professional with a passion for navigating the complexities of financial operations. Throughout my career, I've honed my skills in project and program management, strategic planning, and risk assessment. I bring a comprehensive understanding of financial regulations and market trends, making me well-equipped for roles in compliance, audit, or risk management. My areas of expertise include the following:- Series 7, Series 66 Licenses- Finance & Banking Operations- Project & Program Management- Strategic Planning & Analysis- Risk Management- Regulatory Compliance- Client Engagement & Service- Team Leadership & Mentoring- Cross-functional Coordination- Relationship BuildingAs a bilingual (Spanish) professional, I thrive on teamwork, rapid learning, and effective multitasking. I'm eager to contribute my expertise to a team committed to upholding financial integrity and mitigating risks.#FinanceProfessional #BankingOperations #RiskManagement #ComplianceExpert #TeamPlayer
Citi
View- Website:
- citigroup.com
- Employees:
- 201877
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Vice PresidentCiti Aug 2022 - PresentNew York, New York, United StatesI assist the Banker to build and improve client relationships by profiling, qualifying, and converting prospects into valued Citi Private Banking clients. I coordinate pre-call planning and make sure to handle requests thoroughly after our meetings. I manage the maintenance of existing accounts through regular reviews and updates. As a liaison with internal teams, I efficiently onboard new clients and fulfill existing client requests, ensuring a seamless and positive experience for them. Additionally, I monitor market trends to provide you with relevant and up-to-date advice and services.Notable Key Contributions: - Successfully managed the private banker's extensive book of business.- Onboarded high net worth clients, navigating complex KYC requirements
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Client Service SpecialistJ.P. Morgan Jul 2017 - Aug 2022I delivered top-notch, attentive service to my Private Banking clients, always looking for opportunities to strengthen our relationships. I used a multi-layered approach to ensure exceptional service delivery. I kept a close eye on accounts to ensure the precise settlement of global securities. I coordinated with financial institutions to smoothly facilitate trade settlements. I took charge of receiving and placing orders for oClient Service Associate/LatamMorgan Stanley Private Bank, National Association May 2016 - Jul 2017I organized the smooth transition of accounts and delivered weekly progress updates. I collaborated with the credit department to transfer outstanding loans, providing a well-structured transition guideline. I took charge of establishing and organizing all team files. Additionally, I processed expense reports for bankers, preparing detailed inFow and outFow reports. Throughout, I maintained a strong understanding of industry regulations and client service standards to enhance operational effectiveness.Notable Key Contributions: - Played a key role in developing a credit platform tailored for Latin American clients, boosting regional service capabilities.- Seamlessly transferred an entire book of business to the firm, ensuring a smooth transition and client continuity.
Relationship Associate/LatamCredit Suisse Feb 2015 - May 2016I oversaw the expenses and schedules of four bankers while working collaboratively in a team to handle a portfolio of clients. I successfully carried out both domestic and international wire transfers, providing confirmations to clients.Notable Key Contributions: - Reviewed and sanctioned documents for account opening, working in tandem with the compliance department to ensure regulatory adherence.- Maintained up-to-date knowledge of banking regulations and customer service best practices to enhance operational efficiency and client satisfaction
Service Specialist/LatamJpmorgan Chase Dec 2009 - Jul 2015I kept a close eye on accounts to ensure the precise settlement of global securities. Working closely with credit officers, I oversaw loan obligations. Managing the reception and placement of orders for o
BankerNycb Jul 2006 - Dec 2009Dora Martinez Skills
People Skills Typing LanguagesDora Martinez Education Details
Frequently Asked Questions about Dora Martinez
What company does Dora Martinez work for?
Dora Martinez works for Citi
What is Dora Martinez's role at the current company?
Dora Martinez's current role is Strategic Finance & Banking Professional.
What is Dora Martinez's email address?
Dora Martinez's email address is do****@****gan.com
What schools did Dora Martinez attend?
Dora Martinez attended Borough Of Manhattan Community College.
What skills is Dora Martinez known for?
Dora Martinez has skills like People Skills, Typing, Languages.
Who are Dora Martinez's colleagues?
Dora Martinez's colleagues are Pooja Arora, Christian Valencia, Andy Wilson, Rui Wang, Enrique Rubio Garcia, Meghna Singh, Jennifer Bagley.
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Dora Patout
Spring, Tx -
Dora Martinez
Key Account Manager I C.T. Bauer College Of Business I Bachelor Of Business Administration In FinanceHouston, Tx -
Dora Martinez
Interior Design | Project Management | Retail Sales & Management | Marketing & Business Development | Visual Merchandising | Graphic Design | FreelancerDallas-Fort Worth Metroplex3ballarddesigns.com, thepamperedspace.com, ballarddesigns.net
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