Manuela Ortiz Email & Phone Number

Hopkins, Minnesota, United States

Greater Minneapolis-St. Paul Area

• Maintain high customer satisfaction with internal and external clients while processing daily trade settlements/confirmations activity consistent with U.S. Bank policies.• Provide operational support and processing for various types of security trades including alternative investments, foreign and/or domestic debt and equity securities, derivatives, foreign currency, and mutual funds.• Research failed trades and FXs to ensure timely delivery or receipt of trade, conciliate SWIFT… Show more • Maintain high customer satisfaction with internal and external clients while processing daily trade settlements/confirmations activity consistent with U.S. Bank policies.• Provide operational support and processing for various types of security trades including alternative investments, foreign and/or domestic debt and equity securities, derivatives, foreign currency, and mutual funds.• Research failed trades and FXs to ensure timely delivery or receipt of trade, conciliate SWIFT messages. Show less

Greater Minneapolis-St. Paul Area

• Supported more than 1,500 buyers in 5 years from all around the world in the acquisition of products in the United States, coordinating all processes from purchase to delivery.• Offered advice and guidance on products and marketplaces based on expertise, market research, and trends, using insights to provide effective recommendations.• Advised re-sellers on pricing strategies, stock levels, processes optimization, and additional controls.

Curitiba Area, Brazil

• Directly managed various financial investments such as fixed and variable income and real estate funds.• Supported business development by leading prospection strategies of new customers and business partners.• Offered refined investment advice and strategies on financial topics including equity, bonds, stocks, and real estate funds to Private Bank portfolio of 250 clients, with target of USD $500,000 to USD $10,000,000.• Performed suitability assessments abiding by security… Show more • Directly managed various financial investments such as fixed and variable income and real estate funds.• Supported business development by leading prospection strategies of new customers and business partners.• Offered refined investment advice and strategies on financial topics including equity, bonds, stocks, and real estate funds to Private Bank portfolio of 250 clients, with target of USD $500,000 to USD $10,000,000.• Performed suitability assessments abiding by security rules, guidelines, and regulations.• Maintained historical data of the clients and investment decisions through CRM. Show less

Curitiba Area, Brazil

• Supported the financial institution as a skilled broker for Bovespa (Brazilian Stock Exchange), Forward Markets, and Bonds.• Provided equity consulting and advisory services to premium, top-ranked clients in the high-profile network.• Advised executive management on financial strategies in equity to support business growth.• Prospected new customers and built strong relationships with existing customers to grow customer base and loyalty.• Managed a client network of more than… Show more • Supported the financial institution as a skilled broker for Bovespa (Brazilian Stock Exchange), Forward Markets, and Bonds.• Provided equity consulting and advisory services to premium, top-ranked clients in the high-profile network.• Advised executive management on financial strategies in equity to support business growth.• Prospected new customers and built strong relationships with existing customers to grow customer base and loyalty.• Managed a client network of more than 3,000 Private Bank clients and more than 10,000 Middle Private clients. Show less

• Provided advice to clients in the equity market and led financial planning and forecasting initiatives.• Maintained business financial sustainability by expanding customer base and engaging positively with active clients.

Curitiba Area, Brazil

Master’S Degree, Economic And Financial Management, Economic, Investment And Financial Management

Master'S Degree, Investment And Financial Analysis

Bachelor’S Degree, Business Administration, Emphasis In Finance, Business Administration, Degree With Emphasis In Finance And Financial Market