Mateo Perez, Cfa Email and Phone Number
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.
Valores Bancolombia
View- Website:
- valoresbancolombia.com
- Employees:
- 278
-
Private Wealth ManagerValores Bancolombia Oct 2023 - PresentMedellín, Antioquia, Colombia -
Derivatives Sales TraderValores Bancolombia Apr 2021 - Oct 2023Medellín, Antioquia, ColombiaDerivatives 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. -
Investment Specialist - Alternative Investments And DerivativesValores Bancolombia May 2019 - Apr 2021Medellín, Antioquia Department, ColombiaInvestments Solutions with Derivatives & Alternative Investments -
AnalystBancolombia Jul 2013 - Apr 2019Product Development - Derivatives & Fx
Mateo Perez, Cfa Education Details
-
Specialist -
Investments And Securities
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial