Mateo Perez, Cfa

Mateo Perez, Cfa Email and Phone Number

Private Wealth Manager | Financial Adviser | Financial Planner | Wealth & Investment Management @ Valores Bancolombia
medellin, antioquia, colombia
Mateo Perez, Cfa's Location
Medellín, Antioquia, Colombia, Colombia
About Mateo Perez, Cfa

Mateo currently works as Private Banker for high net worth individuals at Valores Bancolombia, with deep knowledge on wealth and portfolio management. He is responsible for client relationship management. He has experience and capabilities on relationship management, portfolio management, traditional and alternative investments, structured investments through options with strategies as collars, covered calls, strangles among others, and has experience with exotic options as digital options, knock in and out options, and some other options and structured products. Mateo also has knowledge and experience on fx and interest rate hedging strategies; yield curve strategies; and alternative investments.

Mateo Perez, Cfa's Current Company Details
Valores Bancolombia

Valores Bancolombia

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Private Wealth Manager | Financial Adviser | Financial Planner | Wealth & Investment Management
medellin, antioquia, colombia
Employees:
278
Mateo Perez, Cfa Work Experience Details
  • Valores Bancolombia
    Private Wealth Manager
    Valores Bancolombia Oct 2023 - Present
    Medellín, Antioquia, Colombia
  • Valores Bancolombia
    Derivatives Sales Trader
    Valores Bancolombia Apr 2021 - Oct 2023
    Medellín, Antioquia, Colombia
    Derivatives Sales Trader with experience on futures, options, and swaps. Responsible for sales and trading derivatives on fx, fixed income, and equity. Capabilities on structured investments through fx options and exotic equity options; fx hedging; yield curve strategies; and alternative investments.
  • Valores Bancolombia
    Investment Specialist - Alternative Investments And Derivatives
    Valores Bancolombia May 2019 - Apr 2021
    Medellín, Antioquia Department, Colombia
    Investments Solutions with Derivatives & Alternative Investments
  • Bancolombia
    Analyst
    Bancolombia Jul 2013 - Apr 2019
    Product Development - Derivatives & Fx

Mateo Perez, Cfa Education Details

Frequently Asked Questions about Mateo Perez, Cfa

What company does Mateo Perez, Cfa work for?

Mateo Perez, Cfa works for Valores Bancolombia

What is Mateo Perez, Cfa's role at the current company?

Mateo Perez, Cfa's current role is Private Wealth Manager | Financial Adviser | Financial Planner | Wealth & Investment Management.

What schools did Mateo Perez, Cfa attend?

Mateo Perez, Cfa attended Universidad Nacional De Colombia, Universidad Nacional De Colombia.

Who are Mateo Perez, Cfa's colleagues?

Mateo Perez, Cfa's colleagues are Daniel Esteban Zapata Nohavá, Patty Moreno, Esteban Neumann, Paola Roldan, David Juliao Macchia, Walter Escudero, Mariana Muñoz Vargas.

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