Fernando Tovar work email
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Fernando Tovar personal email
Principal with Telemetry, LLC a management consultancy that provides data science + tech expertise services firm. I am coming on board to add value via the cross-pollination of my background growing up in Venezuela, time spent world traveling, building a book of business in private banking, and experiential / data insights from Telemetry, partners, and clients. My career, which spans over 10 years, is a unique blend of experiences in private banking relationship management, management consulting, private equity M&A, sales strategy, lead generation, commercial due diligence, and finance. I bring strong data analytics skills (SQL) to the table. Previously, I was a financial advisor at Citi, with over 7 years of experience working in the financial services industry. Skilled in sales, financial instruments, capital markets, financial planning, portfolio analysis and construction, markets and company research, risk analysis, valuation, due diligence, compliance, and financial modeling.I was born and raised in Caracas, Venezuela, and received my B.S. from Penn State University, Smeal College of Business ('12), with majors in Economics and Business Administration, and my MBA from Georgetown University McDonough Business School ('21).
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PrincipalSlalomMiami, Fl, Us -
Principal – Client Services (Sales Strategy, Gtm, And Business Development)Telemetry Jan 2022 - PresentMiami, 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 -
Associate Client Services (Founding Team)Telemetry Sep 2021 - Jan 2022Los 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 -
Mba Intern - Business DevelopmentTelemetry Sep 2020 - Sep 2021Los 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 -
Mba Summer InternTelemetry Jun 2020 - Aug 2020Los 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 -
Mba Intern – Strategy, Business Development, And Demand GenerationFlourish Fi Feb 2021 - Jun 2021San Francisco Bay AreaFlourish 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 -
Vice President – Senior Financial AdvisorCiti Jan 2016 - Aug 2019San Juan, Puerto RicoInternational 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) -
Associate – Senior Product SpecialistCiti Jan 2014 - Jan 2016Caracas Area, VenezuelaCiti 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 -
Analyst – Investment Product SpecialistCiti Sep 2012 - Jan 2014Caracas Area, VenezuelaCiti 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 -
Intern-Analyst | Wealth Management ProgramWells Fargo Advisors May 2011 - Jul 2011Miami/Fort Lauderdale Area
Fernando Tovar Skills
Fernando Tovar Education Details
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Finance, Strategy, Entrepreneurship & Venture Capital, & Consulting -
Business Administration And Management | Economics
Frequently Asked Questions about Fernando Tovar
What company does Fernando Tovar work for?
Fernando Tovar works for Slalom
What is Fernando Tovar's role at the current company?
Fernando Tovar's current role is Principal.
What is Fernando Tovar's email address?
Fernando Tovar's email address is fe****@****llc.com
What schools did Fernando Tovar attend?
Fernando Tovar attended Georgetown University Mcdonough School Of Business, Penn State University.
What skills is Fernando Tovar known for?
Fernando Tovar has skills like Leadership, Powerpoint, Social Media, Public Speaking, Fixed Income, Valuation, Portfolio Management, Data Analysis, Investments, Bloomberg, English, Finance.
Who are Fernando Tovar's colleagues?
Fernando Tovar's colleagues are Maggie Ribeiro, Lauren Schwarz, Laura Flowerree, Jonathan Wu, David Ford.
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Fernando Tovar
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Fernando Tovar
My Name Is Fernando Tovar & I Am A Licensed Real Estate Agent With Exp Realty In Dallas. I Specialize In Residential And Investment Properties. Graduated With A (Bs) In General Business From UntdDallas-Fort Worth Metroplex1exprealty.com
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