Finance professional with +6 years of verifiable experience in banking relationship management, and customer service. Proven track record providing sound financial advice and offering tailored investment strategies resulting in an average of 10% increase in clients’ assets under management and diversification of portfolios. Throughout my career, strong ethics and focus on achieving results in collaboration with my team and clients have shaped my outlook in the personal and professional spheres. Presenting financial alternatives that appeal to client needs and continuously seek opportunities to improve processes that enhance efficiency and productivity are at the forefront of my day-to-day basis, alongside a relentless dedication to being a financial education advocate which motivates me to exceed expectations in the investment management industry. My personal motto is, "the goal is always within reach."
-
Sales RepresentativeNeo FinancialVancouver, Bc, Ca -
Passenger Service AgentGroupe Samsic Feb 2024 - PresentVancouver, British Columbia, Canada• Completing sales and end-of-flight reports • Conducting coordination with ramp service agents, adhering to boarding and security protocols• Managing check-ins and check-outs, as well as baggage checks and special-needs-passenger assistance -
Investment Fund ExecutiveFiduciaria Atlántida Nov 2020 - Mar 2022Quito, Pichincha, Ecuador• Oversaw investment fund transactions reporting a client growth of 10% • Managed a $4.5M portfolio with a monthly attraction rate of $450K• Attracted and managed corporate accounts to maximize return on client investment, and ensure portfolios meet risk goals • Performed day-to-day administrative duties such as prospect review, file organization and callback handling -
Premier Banking AdvisorBanco De Loja Mar 2017 - Apr 2020Quito Canton, Pichincha, Ecuador• Marketed term deposits, credit cards and loans to potential retail and corporate banking investors • Delivered tailored banking services, and performed review and analysis of loan applications for approval or rejection• Responded to individual and corporate client account requests and carried out communication efforts through the complete client life cycle • Devised strategies to manage and maximize financial performance of a $39M portfolio with an averaging 300 client… Show more • Marketed term deposits, credit cards and loans to potential retail and corporate banking investors • Delivered tailored banking services, and performed review and analysis of loan applications for approval or rejection• Responded to individual and corporate client account requests and carried out communication efforts through the complete client life cycle • Devised strategies to manage and maximize financial performance of a $39M portfolio with an averaging 300 client distribution, simultaneously reaching a monthly sales target of $400k Show less -
Senior Investment SpecialistCooperativa Andalucía Mar 2016 - Feb 2017Ecuador• Marketed the corporate brand to financial partners to optimise business growth and achieve strategic goals• Developed and maintained relationship with individual and corporate clients • Liaised with the Compliance department to implement due diligence, anti-money laundering forms, and launch relevant marketing campaigns
Elena Maldonado Education Details
-
Business Administration And Management, General -
Business Administration And Management, General -
Professional And Educational Coaching -
Universidad Alfredo Pérez GuerreroBusiness Administration And Management, General -
Ubs Universitas Business SchoolPublic Speaking And Personal Image International -
Escuela De Negocios Cámara De Comercio De QuitoCertificate
Frequently Asked Questions about Elena Maldonado
What company does Elena Maldonado work for?
Elena Maldonado works for Neo Financial
What is Elena Maldonado's role at the current company?
Elena Maldonado's current role is Sales Representative.
What schools did Elena Maldonado attend?
Elena Maldonado attended University Canada West, Cerem Global Business School, Universidad De Las Américas (Ec), Universidad Alfredo Pérez Guerrero, Ubs Universitas Business School, Escuela De Negocios Cámara De Comercio De Quito.
Who are Elena Maldonado's colleagues?
Elena Maldonado's colleagues are Michael Rossi, Ronell Garcia, Anshul Arora, Nahom Mehanzel, Kerene Parchment, Rebecca W., Pavlo Novikov.
Not the Elena Maldonado you were looking for?
-
-
-
Elena Maldonado
Barcelona -
2gmail.com, thankium.com
2 +349162XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial