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Luis Herrera is a Fundador at HoloIQ. He possess expertise in finance, marketing, business analysis, customer support, financial analysis and 51 more skills. He is proficient in English.
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FundadorHoloiqVenezuela
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Director-Consultor: Consultoría Estratégica Y FinancieraLegem- Legados Empresariales Jan 2021 - PresentBarquisimeto, Estado Lara, Venezuela
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Capital Market AssociateAvla Aug 2019 - Apr 2021Santiago, Santiago Metropolitan Region, Chile -
Capital Markets AnalystAvla Sep 2018 - Aug 2019Chile
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Project Business AnalystAvla Dec 2017 - Sep 2018Las Condes
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Portfolio Advisory-Santander Private Banking International Jul 2016 - Jul 2017Miami/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• Optimize profitability of the portfolio advisory platform through an extensive analysis of the clients accounts fees -
Student Investment Fund -Financial Analyst-University Of Miami Aug 2015 - Jan 2016Miami/Fort Lauderdale Y Alrededores, Estados UnidosAs 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 decision making. This experience allowed me to sharpen my valuation, communication and analytical skills. The ability to work in teams and the willingness to work for long hours were required to succeed in the fund. I was able to further develop my passion for finance while improving my overall investment skills.• 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 -
Project AnalystSantander Private Banking International Feb 2014 - Nov 2014Miami/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
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Finance Manager AssistantToyota May 2013 - Aug 2013Barquisimeto, 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 -
Marketing Manager AssistantPreca May 2012 - Aug 2012Barquisimeto, 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
Luis Herrera Skills
Luis Herrera Education Details
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Finance And Marketing -
Ridley College Boarding SchoolHigh School Degree -
Colegio RioclaroHigh School
Frequently Asked Questions about Luis Herrera
What company does Luis Herrera work for?
Luis Herrera works for Holoiq
What is Luis Herrera's role at the current company?
Luis Herrera's current role is Fundador.
What is Luis Herrera's email address?
Luis Herrera's email address is lh****@****ami.edu
What is Luis Herrera's direct phone number?
Luis Herrera's direct phone number is +130558*****
What schools did Luis Herrera attend?
Luis Herrera attended University Of Miami - School Of Business, University Of Miami - School Of Business, Ridley College Boarding School, Colegio Rioclaro.
What skills is Luis Herrera known for?
Luis Herrera has skills like Finance, Marketing, Business Analysis, Customer Support, Financial Analysis, Retail Banking, Teamwork, Customer Service, Microsoft Word, Powerpoint, Spanish, Banking.
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Luis Eduardo Marsiglia Herrera
Frontend Developer | Typescript, React, Next.Js, Solid-Js, Astro, Node.Js, Cloudflare Workers, Fastify, Mongodb, Chakraui, Tailwind, Zustand, Vitest, PlaywrightVenezuela
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