Gerardo Lopez Alatorre

Gerardo Lopez Alatorre Email and Phone Number

Financial Manager, MBA @ Finanz Butik
miami, florida, united states
Gerardo Lopez Alatorre's Location
Montreal, Quebec, Canada, Canada
About Gerardo Lopez Alatorre

Experience in Investment management with a track record of successful accomplishments:-Headed the financial model tool to organize and rank the Fixed Income funds offered in the market-Analyzed and evaluated Fixed income funds and manager’s strategies for our client’s needs.-Kept in check and evaluated potential market, credit, and liquidity risk factors involved in investment management-Managed clients’ portfolios that achieved over 18% average annual yieldSpecialties: Investment Management, Private Markets, Financial Modeling, Client relationshipLooking for an Investment Manager? Contact me at gerardolopezalatorre@gmail.com

Gerardo Lopez Alatorre's Current Company Details
Finanz Butik

Finanz Butik

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Financial Manager, MBA
miami, florida, united states
Website:
finanzbutik.com
Employees:
8
Gerardo Lopez Alatorre Work Experience Details
  • Finanz Butik
    Business Consultant
    Finanz Butik Jun 2024 - Present
    Miami, Florida, United States
    View
  • Normandin Beaudry
    Investment Consultant A
    Normandin Beaudry Apr 2022 - Apr 2024
    Montreal, Quebec, Canada
    -Analyzed and evaluated Fixed income funds and manager’s strategies for our client’s needs.-Managed and executed project mandates among different stakeholders
    View
  • Scotiabank
    Regulatory Business Initiative - Internship
    Scotiabank May 2021 - Aug 2021
    Toronto, Ontario, Canada
    +Scotiabank Global Banking and Markets Analyst in Regulatory Initiatives Group.-Administered the data migration process to replace the current corporate loan platform-Coordinated and aided PWC with the audit on the derivatives business activities in Canada and LATAM
    View
  • Sura Mexico
    Senior Risk Analyst
    Sura Mexico Aug 2019 - Dec 2020
    Reforma, Cdmx Mexico
    Keep in check and review potential market, credit, and liquidity risk factors involved in investment management.
    View
  • Sura Mexico
    Senior Product Specialist
    Sura Mexico Jul 2018 - Sep 2019
    Mexico City, Mexico
    -Coordinated the national training program for financial advisors, increasing annual sales by 15% and increasing the overall AMIB (official certification exam in Mexico) grade by 25%-Presented market views and company’s investment recommendations to several clients and prospects
    View
  • Sura Mexico
    Junior Product Specialist
    Sura Mexico Apr 2017 - Jul 2018
    Reforma, Cdmx Mexico
    -Coordinated the national training program for financial advisors, increasing annual sales by 15% and increasing the overall AMIB (official certification exam in Mexico) grade by 25%Award: Best Product Specialist nationally for leadership skills and 15% increase in team sales
    View
  • Goleta Fund
    Financial Analyst
    Goleta Fund Feb 2016 - Feb 2017
    Mexico City
    - Aided in the fund’s transformation from SIF to RAIF company regime - Provided analysis that served in the decision for opening the fund’s new depositary bank
  • Invex
    Trainee In Private Banking
    Invex Jan 2014 - Dec 2015
    Mexico City
    - Managed clients’ portfolios that achieved over 18% average annual yield - Received the AMIB ‘Financial Advisor’ certificate within three months of admission
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Gerardo Lopez Alatorre Skills

Microsoft Office Liderazgo De Equipos

Gerardo Lopez Alatorre Education Details

Frequently Asked Questions about Gerardo Lopez Alatorre

What company does Gerardo Lopez Alatorre work for?

Gerardo Lopez Alatorre works for Finanz Butik

What is Gerardo Lopez Alatorre's role at the current company?

Gerardo Lopez Alatorre's current role is Financial Manager, MBA.

What schools did Gerardo Lopez Alatorre attend?

Gerardo Lopez Alatorre attended Mcgill University - Desautels Faculty Of Management, Universidad Iberoamericana, University Of Virginia.

What skills is Gerardo Lopez Alatorre known for?

Gerardo Lopez Alatorre has skills like Microsoft Office, Liderazgo De Equipos.

Who are Gerardo Lopez Alatorre's colleagues?

Gerardo Lopez Alatorre's colleagues are Nicolas Deza, Susana Castañeda, Veronica Santiago, Tania Portas, Hugo Miguel Gonzalez Romero, Alejandro Aguirre Bauer, Alejandro Monroy Monroy.

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