Juan Pablo Petre

Juan Pablo Petre Email and Phone Number

Wealth Management Advisor @ Aureo Wealth Management
Juan Pablo Petre's Location
Argentina, Argentina
About Juan Pablo Petre

Wealth Management Advisor with 6 years of experience in investments and global capital markets, specializing in advising high-net-worth clients across Argentina and Latin America, including family offices and corporations. Registered with the CNV (Argentina) as an Independent Financial Advisor and MiFID II certified by the CNMV (Spain).

Juan Pablo Petre's Current Company Details
Aureo Wealth Management

Aureo Wealth Management

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Wealth Management Advisor
Juan Pablo Petre Work Experience Details
  • Aureo Wealth Management
    Wealth Management Advisor
    Aureo Wealth Management Dec 2023 - Present
    Argentina - España
    ● Identified best suitable investment strategies for private investors with different risk aversion profiles.● Register in the Argentine Securities Commission as a Independent Financial Advisor CNV - N° 1868● Evaluated companies’ treasury operations, allocating funds on short-term investments.
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  • Balanz Capital
    Wealth Management Advisor
    Balanz Capital May 2021 - Dec 2023
    Buenos Aires Province, Argentina
    ● Member of the Family Office advisory team.● Manage relationships with high network clients of the firm.● Identified best suitable investment strategies for private investors with different risk aversion profiles.● Manage and build client investment portfolios in Argentina, USA, Uruguay and Panama.● Evaluated companies’ treasury operations, allocating funds on short-term investments.
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  • Consultatio Financial Services
    Private Banking Advisor
    Consultatio Financial Services Feb 2020 - May 2021
    City Of Buenos Aires
    ● Manage and build client investment portfolios in Argentina and USA.● Identified best suitable investment strategies for private investors with different risk aversion profiles
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  • Consultatio Plus
    Retail Financial Advisor
    Consultatio Plus Jan 2019 - Feb 2020
    Buenos Aires
    ● Advise retail clients in Argentine market investing in mutual funds and bonds.● Develop strategy to add new products and attract new clients.● Increase 97% revenue of the retail segment.
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  • Schott
    Lean Manufacturing Intern
    Schott Sep 2017 - Dec 2018
    Buenos Aires Province, Argentina
    ● KPI´s calculation and monthly report to the management.
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  • Eden: Empresa Distribuidora De Energía Norte S.A.
    Internal Audit Intern
    Eden: Empresa Distribuidora De Energía Norte S.A. Feb 2017 - Jul 2017
    Buenos Aires
    ● Provided administrative and management assistance to senior auditor and team.
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Juan Pablo Petre Skills

Autocad Dibujo 3d Microsoft Office Ingles Sap

Juan Pablo Petre Education Details

Frequently Asked Questions about Juan Pablo Petre

What company does Juan Pablo Petre work for?

Juan Pablo Petre works for Aureo Wealth Management

What is Juan Pablo Petre's role at the current company?

Juan Pablo Petre's current role is Wealth Management Advisor.

What schools did Juan Pablo Petre attend?

Juan Pablo Petre attended Universidad Tecnológica Nacional, Matba Rofex School.

What skills is Juan Pablo Petre known for?

Juan Pablo Petre has skills like Autocad, Dibujo 3d, Microsoft Office, Ingles, Sap.

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