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Juan Pablo Petre is listed as Wealth Management Advisor at Aureo Wealth Management, based in Argentina. AeroLeads shows a matched LinkedIn profile for Juan Pablo Petre.
Juan Pablo Petre previously worked as Wealth Management Advisor at Balanz Capital and Private Banking Advisor at Consultatio Financial Services. Juan Pablo Petre holds Industrial Engineering, Industrial Engineering from Universidad Tecnológica Nacional.
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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).
Listed skills include Autocad, Dibujo 3D, Microsoft Office, Ingles, and 1 others.
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A career timeline built from the work history available for this profile.
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.
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.
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
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.
Buenos Aires Province, Argentina
● KPI´s calculation and monthly report to the management.
Buenos Aires
● Provided administrative and management assistance to senior auditor and team.
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Juan Pablo Petre works for Aureo Wealth Management.
Juan Pablo Petre is listed as Wealth Management Advisor at Aureo Wealth Management.
Juan Pablo Petre is based in Argentina while working with Aureo Wealth Management.
Juan Pablo Petre has worked for Aureo Wealth Management, Balanz Capital, Consultatio Financial Services, Consultatio Plus, and Schott.
You can use AeroLeads to view verified contact signals for Juan Pablo Petre at Aureo Wealth Management, including work email, phone, and LinkedIn data when available.
Juan Pablo Petre holds Industrial Engineering, Industrial Engineering from Universidad Tecnológica Nacional.
Juan Pablo Petre is listed with skills including Autocad, Dibujo 3D, Microsoft Office, Ingles, and Sap.
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