Jorge González Email & Phone Number

Toronto, ON, CA

Toronto, ON, CA

• Head of CIBC's Dynamic Currency Conversion (DCC) product in the ATM channel across Latin America with 20+ clients in Mexico, Colombia, Peru, Brazil, Chile and Guatemala
• Responsible for leading, implementing and expanding CIBC's Multi-Currency Pricing (MCP) product across payment gateways, and eCommerce companies.
• Responsible for expanding CIBC's market-leading DCC product by implementing DCC POS (Point-of-Sale) across Latin America.

Toronto, ON, CA

• Recipient of CIBC’s Annual Achiever award for extraordinary accomplishments during 2020 fiscal year
• Oversaw a client portfolio of 10+ banks across Latin America, maintaining strong relationships with executive personnel and other stakeholders
• Managed over 10 client implementations that contributed to a 3x revenue increase of the LATAM segment (Colombia, Mexico, Guatemala)
• Consulted clients to successfully implement CIBC’s Dynamic Currency Conversion (DCC) service into their ATM network and internal systems (including back & front office processes)

Toronto, ON, CA

• Identified, and interpreted data patterns in complex data sets to provide senior management with recommendations on revenue growth opportunities
• Successfully managed small project implementations that allowed the automation of internal reports and improved performance risk management

Toronto, ON, CA

• Contributed to the construction of financial models by analyzing financial statements and NI 43-101 Technical Reports for North American mining companies
• Collaborated in initiation of coverage reports for North American mining companies
• Extracted, compiled and validated transactional data for the preparation of monthly reports for Latin American clients in Colombia and Mexico

Halifax, Nova Scotia, CA

• Senior member of Saint Mary’s ~$500,000 investment fund, responsible for fund management activities including asset allocation, sector weighting, and security selection while maintaining IPS compliance
• Trained and mentored a team of Research Associates by teaching equity screening, presentation skills, and valuation methods pertinent to the Oil and Gas sector
• Conducted DCF, NAV, and Comparable analysis along with 20 minute pitches to other Fund Managers, Research Associates, and Academic Directors to drive buy or sell decisions

Halifax, Nova Scotia, CA

Halifax, Nova Scotia, CA

• Used Bloomberg and S&P Capital IQ data to perform comprehensive analysis of stocks in Energy sector to drive buy or sell decisions.
• Contributed to the Fund's economic forecast by researching statistical and fundamental information on commodities to forecast their prices in 2016. (Oil, Natural Gas, Gold, Silver and Uranium)
• Conducted DCF, comparable, and NAV valuation methodologies to value Canadian companies in the Energy Sector.