• Researched financial market trends to provide senior traders with investment insights on the U.S. stock market, showcasing new portfolio diversification opportunities.• Proposed and supported new investment areas and instruments, specifically in the forex market and trading options.• Facilitated monthly meetings with a consistent group of 10 investors, addressing their inquiries and concerns about their portfolio performance, utilizing financial analysis to provide accurate and easily understandable explanations. • Generated 2 monthly reports on the U.S. financial environment and meticulously managed client documentation, as well as updated market operation databases using Microsoft Excel

• Conducted research and presented strategies for fixed-income instruments, mainly those of the Bolivarian Republic of Venezuela and Petroleos de Venezuela (PDVSA). • Guided the company in expanding its relationship with Venezuela’s key newspaper, El Universal, by producing over 80 economic and financial articles. • Coordinated the creation of 5 economic and financial articles weekly for publication on El Universal and Boungy Media, using ASANA to coordinate topics, designs, and publication dates among team members.• Advised and assisted a group of 5 clients during the PDVSA debt negotiation process in Venezuela, which began in Q3 2016

• Prepared three quarterly reports for internal use of the risk department, supporting, and proposing new considerations for strategic transactions in the local equity and fixed-income market.• Provided timely responses to customer inquiries regarding new accounts, investment products, and credit card applications at one of the most exclusive retail branches, averaging 20 clients daily and over 95% customer satisfaction.

• Collaborated with external and internal personnel in the economic, financial, and marketing areas for the creation and coordination of a new edition of “Datanalisis Scenarios Event” for more than 400 people interested in the latest economic and political trends in Venezuela.• Created a 10% increase in Datanalisis subscriptions after reviewing my first Datanalisis Scenarios Event.

Management and updating of historical databases referring to national companies