Laf Ignacio Ramírez-Terán Email & Phone Number

Nueva York, Estados Unidos

New Business Development in the US market.Business to Business (B2B) sales.Business situational analysis, Leads Qualification (Inbound/Outbound/IQL/MQL/SQL).Implementation of strategies to increase the company's and its commercial partners' revenue.Sales Pipeline Management (lead scoring and lead nurturing).CRM management (workflows, automated inbound marketing campaigns, sales funnels, prospect management).Establishment of Key Performance Indicators (KPIs) and strategy development for compliance.Strategic business alliances liaison.Sales for financial management (Fractional CFO) services to small and mid-size businesses.Sales for business model franchises for financial firms.Prospecting.Copywriting.

Ginebra, Suiza

International Financial Advisor (IFA). Global Markets Consultant.Sales: financial products and services.Wealth Management.International Banking.Portfolio Structuring.International investments in capital and money markets, real estate and alternative investments.Financial planning: retirement and education.International corporate financial transactions.Foreign residency and citizenship obtained via real estate investments in Europe and the Caribbean.

San Pedro Garza García, Nuevo León, México

Regional office general management.Sales: financial products and services.Management of sales force and financial advisors activities.Responsible for the compliance of Key Performance Indicators.International investments management (investment funds, capital and money markets).Consultancy on investment portfolio structuring, international banking and financial planning.Business development strategies.Consultancy services promotion, networking.Financial Advisors recruitment and development. International Banking/ Financial Planning/Investment Management.

San Pedro Garza García, Nuevo León. México

Sales: financial products and services / salesforce development and management / inbound campaign management / lead nurturing / lead conversion / customer service / customer retention / Customer Relantionship Management (CRM) / sales presentations / prospecting / lead generation / client acquisition / sales forecasting / sales platforms management (pipeline) / business development.Finance: Investment management and analysis / due diligence / global markets analysis / portfolio structuring and management(stocks, currencies, alternative investments) / Wealth Management (Family Office model) / Industry & Sector Analysis / Investment Performance Analysis / Valuation / Benchmark / Rising Capital (hedge fund, New York. USA)Business Management/Office Management.Training: courses content development and personnel training (finance, business and languages).

Hong Kong / San Pedro Garza García, N.L. México

Consultative selling of financial products and services / global financial markets analyst / strategist and trader (leveraged instruments) / analysis and sales team building, training and management / investment performance analysis and reporting / team leadership and management / overview and supervision of office operations.