Harold Garcia Email and Phone Number
With over 12 years of experience in the financial industry, I have developed a comprehensive and holistic perspective on the needs and challenges of various clients and sectors, ranging from insurance and reinsurance companies, to banks, to real estate developers. I have extensive knowledge and skills in commercial and investment banking, loan structuring, corporate finance, financial analysis, and risk rating management, giving special attention to liquidity management and treasury operations, which enable me to provide tailored and effective solutions to individual and corporate customers always keeping attention to details and goal achievements.Currently, I leverage my financial expertise and customer service abilities as a Personal Lines Insurance Agent at Brightway Insurance, where I offer a wide range of insurance products and services to protect the assets and liabilities of my clients. I also pursue my passion for travel and aviation as a Personal Cruise Consultant at Holland America Line, where I manage direct client relations and sales goals through phone calls and email campaigns, creating satisfying customer experiences for travelers. I hold a Bachelor's degree in Economics with emphasis in Finance from Universidad Católica Andrés Bello in Venezuela, and a Commercial Pilot License issued by the Civil Aviation Authority of Panama, with an instrument rating and a Level 6 proficiency in English from ICAO. I am also fluent in Spanish and French.
Brightway Insurance, The Gomez Agency
View- Website:
- brightwaygomez.com
- Employees:
- 3
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Personal Lines Insurance AgentBrightway Insurance, The Gomez AgencyOrlando, Fl, Us -
Personal Cruise ConsultantHolland America Line Feb 2023 - PresentSeattle, Washington, UsClient relations management through personalized phone calls and targeted email campaigns, fostering strong rapport and understanding client needs by actively engaging and providing tailored solutions to their requirements, always working towards fulfilling sales goals working independently in a remote environment, effectively managing tasks with minimal supervision. -
Personal Lines Insurance AgentBrightway Insurance, The Gomez Agency Aug 2022 - PresentOrlando, Florida, UsLicensed Insurance Agent for Property and Casualty lines of business. Offer a wide range of insurance products and services to protect client´s assets and liabilities. -
Principal Asset ManagerLatam Real Estate Growth Fund Feb 2020 - Jan 2024Manage assets for a publicly traded Real Estate Investment Fund, overseeing the acquisition, management, and disposition of real estate properties.- Prepared regulatory reports in compliance with applicable regulations and standards, ensuring accuracy and timeliness in submission.- Established and maintained relationships with internal and external auditors to facilitate audits and ensure compliance with financial regulations.- Implemented cost control measures to optimize operational efficiency and maximize profitability.- Conducted financial ratios analysis to assess the fund's performance and presented results to the Board of Directors.- Analyzed financial data related to treasury operations, including cash flow, liquidity, and investment activities.- Developed and implemented cash management strategies to optimize liquidity and minimize financial risk.- Executed and oversaw treasury transactions, including wire transfers and investment activities, ensuring accuracy and compliance with regulations.- Maintained accurate and up-to-date records of financial transactions and compliance documentation.- Provided insightful reports and recommendations to senior management regarding treasury activities, contributing to strategic decision-making and financial planning.
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Treasury SpecialistGrupo Nase May 2019 - Jan 2022Ciudad De Panamá, Panamá, Panama, PaOversight of the Group´s insurance and real estate activities with emphasis on portfolio structuring, financing, liquidity management, financial ratios, and annual goals achievement. -
Securites BrokerSeagate Capital Feb 2016 - Mar 2019Urb. Marbella, PaInvestment portfolio structuring. Trading desk operator: receiving and processing client orders, fixed income price quoting with custodians, DVP buying and selling, incoming and outgoing client ACAT. Regulatory reports preparation for Broker Dealer and and Investment Manager. -
TreasurerCanal Bank Feb 2015 - Feb 2016Oversight of liquidity indicators, investment portfolio structuring and bank clearing system. Relationship management for correspondent banks. Generation and supervision of regulatory reports. ALCO Committee member.
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Financial Analyst And Securities BrokerSeagate Capital Mar 2011 - Feb 2015Advisory, analysis and projections of financial indicators of companies and projects in the banking and insurance sector of Panama together with credit rating advisory.Fixed income portfolio management.
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Reinsurance Technical AssitantBarents Re Nov 2010 - Mar 2011Reinsurance contract premium calculation, monitoring and collection.
Harold Garcia Education Details
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Ucab - Universidad Católica Andrés BelloEconomics -
Mag Flight TrainingAviation -
Mag Flight TrainingAviation
Frequently Asked Questions about Harold Garcia
What company does Harold Garcia work for?
Harold Garcia works for Brightway Insurance, The Gomez Agency
What is Harold Garcia's role at the current company?
Harold Garcia's current role is Personal lines Insurance Agent.
What schools did Harold Garcia attend?
Harold Garcia attended Ucab - Universidad Católica Andrés Bello, Mag Flight Training, Mag Flight Training.
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