Jeisson Garzon is a Senior Investment Analyst at TPT Wealth.
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Senior Investment AnalystTpt WealthHobart, Tas, Au -
Investment AnalystTpt Wealth Jun 2023 - PresentHobart, Tasmania, Australia -
Risk And Compliance OfficerMackillop Catholic College Mornington May 2022 - Jun 2023Hobart, Tasmania, Australia -
Investment AdvisorDavivienda Nov 2014 - Dec 2019Bogotá D.C. Area, ColombiaCustomer service responsible, receiving and resolve all customer's inquiries, attending customers calls, emails and personal meetingsManage and control the customer’s investments, keeping safe customer’s personal information.Manage customers' accounting and financial informationGive advice to the customer about the best options to invest money and calculate the risk of every operationPromote and sell the collective investment funds and the voluntary pension fund under the administration of Fiduciaria Davivienda, and stock market investments, achieving the correct linking and opening of products.Keep the database up to date with the purpose of offering customers the products and services that fit with their profile. -
Trust AssistantFiduciaria Bancolombia S.A. Nov 2012 - Feb 2014Bogota,D.C., Capital District, ColombiaCollaborate in the formulation of mathematical models that allow projections to be made of the company's financial years, clearly delimiting the data collected and the methodologies used.Execute the activities set out in the plans and programs of the area / process in order to identify the risks inherent in the operation and collaborate in the preparation of the financial projections of the managed investment funds.Analyse the figures, reports, statistics, and management indicators of the processes in which it intervenes, in order to formulate improvement proposals to increase the capacity to respond to market and operational risks.Analyse financial risk operations through their financial statements and their solvency classification. -
Practitioner At The Monitoring Center, Equity Market.Superintendencia Financiera De Colombia Dec 2011 - Jul 2012Bogotá D.C., ColombiaCollaborate in the monitoring tasks of the area, with emphasis on the Colombian stock market.Suggest follow-up activities that lead to the detection of practices that undermine the transparency and integrity of the Colombian equity market; using the X-Stream trading platform of Nasdaq-OMX, Infomaker, BVC Back Office, and others.
Jeisson Garzon Education Details
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Economics -
Actuarial Science -
Mathematics
Frequently Asked Questions about Jeisson Garzon
What company does Jeisson Garzon work for?
Jeisson Garzon works for Tpt Wealth
What is Jeisson Garzon's role at the current company?
Jeisson Garzon's current role is Senior Investment Analyst.
What schools did Jeisson Garzon attend?
Jeisson Garzon attended Universidad Santo Tomás, Universidad Antonio Nariño, Universidad Nacional De Colombia.
Who are Jeisson Garzon's colleagues?
Jeisson Garzon's colleagues are Lindy Whitmore, Jon Ellings, David Mcmeniman, Stephen Hills, Sherene Woodard, Bill Lawrence, Natasha Davis.
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Jeisson Garzon
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