Fernando Díaz Sanchez Email & Phone Number

Oakville, Ontario, Canada

Toronto, Ontario, Canada

• Proficiency with the main products of the bank such as day-to-day banking transactions, lending options and, investments. Excellent customer service (Survey done by clients).
• 150% - 300% (roughly) achievement in individual sales on a weekly basis and aggregate under tight deadlines.

Toronto, Ontario, Canada

Enrolled to participate in the Stock pitch competition at DECA nationals 2021 competition. My role will be to pitch a buy or hold a position on a stock that is undervalued and has the potential to rise.

Bogotá D.C. Area, Colombia

• Coordinated governance, control capital, and risk management in alignment with firm policies and regulatory policies while generating accurate and complete analysis to ensure financial forecasts, projects, executive.
• Integrated all systems to develop the most sophisticated financial models for managing rapidly the exposure and risk appetite aligned with the firm policies regards to capital management & financial performance
• Ensured day-to-day metrics the permitted thresholds by maintaining effective control of operations and quantifying the exposure to liquidity risk in real-time.

Bogotá D.C. Area, Colombia

• Accountable to run an operational process flow to allocate portfolios using the company’s systems.
• Ensure and reconcile high-volume transactions of complex nature.
• Built financial models with the transactions data and official information emitted by the stock exchange to evaluate portfolios appropriately.

Bogota, D.C., Capital District, Colombia

• Monitored all portfolios and asset investments through rigorous standards assigned by the financial advisor through Excel tools.
• Built relationships and client engagement with a portfolio of around 60+ clients and strongly assisted them with their day-to-day personal and mobile banking.
• Supported the Foreign Exchange calculation and global payments done by our clients globally.
• Developed strategic operational support to solve inquiries and issues within 1-2 Business days.
• Built sophisticated financial models to forecast return on assets and calculated financial portfolios.

Postgraduate Certificate, Entrepreneurship/Entrepreneurial Studies, Business Management & Entrepreneurial Enterprise

Proficiency in the following areas: • Business Research. • Quantitative analysis. • Business startups building. • Storytelling, strategic.

Postgraduate Certificate, Financial Planning, Financial Planner

Proficiency in the following areas: • Canadian Securities I & II. • Investments. • Income Tax Planning. • Retirement Planning. • Planning.

English For Academic Purposes With Honours, English Language And Literature/Letters, Level 8Th

Bachelor Of Business Administration - Bba, Finance, General, Business Manager

Advanced Diploma, Business Administration And Management, General, Financial Administrator

Scholarship for three consecutive years Assistant teacher in math and statistics