Fernando Tovar Email & Phone Number

Miami, Fl, Us

Miami, Florida, United States

• Led the client services team – Conducted industry analyses to inform our strategic offering and create successful BD campaigns• Managed business case development initiatives and strategic projects – Developed, marketed, and sold solutions to clients • Collaborated cross-functionally with the marketing and solutions teams to design, produce, and launch an AI-powered Data Science SaaS platform for human capital and enterprise analytics for company / talent sourcing and benchmarking• Advised and co-lead private equity and corporate clients across 50+ projects in commercial due diligence, M&A advisory, management consulting, go-to-market strategy, and data science / analytics

Los Angeles, California, United States

• Partnership Development, SaaS Platform, Data Science, GTM Strategy, and Commercial Diligence• Advice Private Equity and Corporate Strategy clients in commercial Due Diligence, M&A Advisory, Go-To-Market Strategy, and Data Science / Analytics Projects

Los Angeles, California, United States

• Business & Partnership Development• Create and track a pipeline of suitable potential clients• Generate outreach campaigns with alluring and enticing custom content based on offerings and prior work

Los Angeles, California, United States

• Developed and presented to top management an analytical model forecasting the competitive landscape for technology-focused mid-market and growth private equity firms in the US• Supported senior management with market and industry analysis to prepare and present a consulting proposal to a high-profile client that lead to the implementation of a multi-phase corporate development strategy worth $50M• Designed and launched a CRM strategy for the firm’s first multi-phase sales and business development plan• Collaborated with the product development team to design, produce, and launch a subscription-based M&A deal sourcing tool for PE firms investing in technology companies

San Francisco Bay Area

Flourish offers an engagement and financial wellness solution for banks, fintech, and credit unions to help them engage and retain clients• Spearheaded a Business Development Strategy for North America and Latin America and developed the first comprehensive CRM solution• Presented recommendations on app features and design

San Juan, Puerto Rico

International Personal Banking Group (IPB) • Managed $120M in assets in offshore accounts of 450 Latin American and European clients• Youngest person in the group promoted to be 1 of 3 Senior Advisors in an office of 97 advisors (2016)• Promoted to VP after maintaining the highest Portfolio Return on Assets results in the group for 18 months (2018)• Participated in 13 successful $3-25M structured product and fixed income issue roadshows for high-net-worth clients• Increased client satisfaction from 45% to 90% within six months, according to survey results• Implemented dynamic visit strategy to deepen relationships with 148 clients and achieved $5M in new deposits; the group adopted the strategy as standard practice• Performed due diligence reports in accordance with U.S. securities and banking regulations (SEC & OCC)

Caracas Area, Venezuela

Citi International Financial Services Group (CIFS)• Developed a new diversified portfolio strategy that reduced the country’s exposure to risky assets by 48% and its individual fixed income concentration by 15%. The strategy was implemented in 1,160 accounts within three years• Created asset allocation models to demonstrate the benefits of a diversified investment strategy. The model was embraced by 35 advisors for use during client meetings, reaching over 59% adoption after 12 months• Spearheaded weekly meetings for the 35-person advisory team to discuss new product offerings, trade ideas, macroeconomic trends, and market updates; notably improving advisor effectiveness during client meetings

Caracas Area, Venezuela

Citi International Financial Services Group (CIFS)• Analyzed performance of and risks associated with 1,500 products across six asset classes on Venezuela’s book• Conducted market trend analysis and wrote weekly reports for Relationship Managers in preparation for their meetings with existing and prospective clients; distributed findings to the sales team monthly

Miami/Fort Lauderdale Area

Master Of Business Administration - Mba, Finance, Strategy, Entrepreneurship & Venture Capital, & Consulting

Activities and Societies: • Prospanica MBA Merit Scholarship • Finance Club • Fintech Club • Entrepreneurship & VC Club • President.

Dual Degree Bachelor Of Science (B.S.), Business Administration And Management | Economics

Activities and Societies: • Penn State Entrepreneurial Association “Innoblue” • Economics Association • Investment Association (Nittany.