Luis Herrera Email & Phone Number

Venezuela

Barquisimeto, Estado Lara, Venezuela

Santiago, Santiago Metropolitan Region, Chile

Chile

Las Condes

Miami/Fort Lauderdale Area

• Investment service platform providing custom-made financial advice to high net worth individuals
• Provide support to the advisory team by creating investment proposals tailored to the client’s investment profile
• Elaborate a weekly macroeconomic report designed to update clients on the market trends and evaluate economic conditions
• Analyze portfolio’s composition in order to ensure that the asset allocation complies with the investment strategy of the bank
• Construct automatized Excel spreadsheets aiming to increase efficiency in the research and analysis process
• Examine the investment vehicles available in the bank in order to implement the desired investment strategy

Miami/Fort Lauderdale Y Alrededores, Estados Unidos

• As an “Analyst” at the investment fund (+$200,000 AUM) I was able to get further exposure to the financial markets. The purpose of the fund is to provide the students experience with real investment management and.
• Utilized different financial modeling techniques (DCF, Multiples) in order to perform detailed valuations of companies and present these finding to professional investors
• Rebalanced the portfolio using performance measurement tools in order to better asses the risk-reward trade off
• Analyzed global macroeconomic factors that could have an impact in the financial market
• Performed detailed analysis of financial statements and used bottom-up approach to value potential investable companies

Miami/Fort Lauderdale Y Alrededores, Estados Unidos

• Implemented a financial application designed to increase efficiency among the salesforce, leading to higher profitability in the bank’s operations
• Conducted training sessions with over 150 bankers, in group sessions and on a one-on-one basis
• Engaged constantly with financial advisors and helped them to fine tune their recommended portfolio structure
• Worked with the compliance department, organizing and analyzing client’s information to ensure it was accurate and updated for the auditing process

Barquisimeto, Venezuela

• Rotated through the service, parts and sales department to get a better understanding of the core business
• Participated actively in an innovation project for the car dealerships, that had as a goal opening new line of business with new services that would increase the profitability by 20%
• Played a key role in the finance team while participating in several projects related to budget, cash flow management, capital expenditures, and investments of the corporation

Barquisimeto, Venezuela

• Rotated through the different areas in the marketing department. As a result, I was able to present a SWOT analysis to the marketing manager in order to assess performance
• Performed analysis of sales in order to determine which products could be introduced, set their price and the adequate promotions
• Worked with the placement team in order to determine the best strategy for the allocation of products across the stores

Master’S Degree, Finance - Investment -, 3.8

Activities and Societies: Student Fund Analyst

Bachelor Of Business Administration (Bba), Finance And Marketing

I graduated on December 2013 at the University of Miami with majors in Finance and Marketing.

High School Degree

MVP in Golf

High School