Luis Felipe Herrera S. Email & Phone Number

Mexico City, Mexico

Mexico City, Mexico

Responsible for directing the finances of the company, and its administration. Carry out and execute the financial planning of the company, establish and monitor cash flows. Responsible for accounts payable and receivables. Relationship with customers and suppliers. Responsible for human resources as well as managing the administrative team.

Panamá, Panama

Business development and advisory.Oversaw business development in international trade and commodities, directly engaging with ultra high-net worth clients to tailor financial solutions that meet their needs and preferences.Conducted market analysis to identify opportunities within the trading sector, driving innovative strategies that resulted in new value propositions and enhanced service delivery.

Panama

Managed the development and implementation of operational frameworks for international banks, ensuring compliance and effective oversight of services for highvalue clients.Designed and executed operational strategies to improve client experiences and satisfaction, fostering strong relationships with affluent customers.

Panama

Outsourcing back-office and Customer service for offshore banks. Financial consulting to private banking firms.Established a robust back-office structure to support internationally licensed financial institutions, focusing on optimal service delivery and compliance for affluent clientele.Worked cross-functionally to integrate customer service and financial functions, consistently exceeding client expectations and achieving high-performance standards.the anticipated times

Panama / Venezuela

International license bank in Panama.Developed strategies for acquiring and servicing brokerage firms, significantly increasing transaction volume and enhancing client relationships in the affluent market.Initiated the credit card project targeting high-value customers, reaching over 500 placements in the first year through tailored marketing and communication strategies.Secretary of the Board of Directors (June 2007 / March 2008). Responsible for drawing up and following up the minutes of meetings of the Board of Directors.

Caracas, Venezuela

Advised high-net worth individuals and corporations on investment strategies, successfully managing portfolios and ensuring alignment with client needs and market trends.Developed and implemented consulting models for clients unacquainted with the securities market, aiming to safeguard capital while maximizing returns.

Caracas, Venezuela

Responsible for the attention of the bank’s portfolio in Venezuela and of the allied bank Continental Bank Corp. (Barbados) as well as the referral of Venezuelan clients to the Barbados operation. Shared management of the operations and treasury functions of the international licensed bank, such as handling deposits, bonds, among others.Managed key client portfolios across international operations, fostering relationships with affluent customers and enhancing service delivery standards.Led initiatives aimed at improving customer service quality and operational efficiency within a complex banking environment.

Caracas, Venezuela

Venezuelan Bank, with more than 250 offices throughout the country. Customer service for agencies in Miami, New York, and PanamaResponsible for offering financial instruments and providing support for commercial bank accounts and trading of international trade products: letters of credit, collections, and means of payment.Coordination between national and international agencies for goals of attracting, caring and maintaining customers, offering them active and passive products.• Increase in international transactions, through the advice of external and internal customers, in the placement of products of international trade and banking.• Process improvement and documentation for account opening and customer operations.

Bachelor’S Degree, Business Administration

Education record