Investment Counselor
Current
Sep 2024 - Present
AeroLeads people directory · profile
Luis Diego Odio Cortes Email & Phone Number
Investment Counselor
at
Fisher Investments
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Investment Counselor
Location
San José District, Heredia, Costa Rica
Company size
Who is Luis Diego Odio Cortes? Overview
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Quick answer
Luis Diego Odio Cortes is listed as Investment Counselor at Fisher Investments, a company with 2996 employees, based in San José District, Heredia, Costa Rica. AeroLeads shows a matched LinkedIn profile for Luis Diego Odio Cortes.
Luis Diego Odio Cortes previously worked as Financial Billing Analyst at Cargill and Senior Customer Service Specialist - Audible Division at Amazon. Luis Diego Odio Cortes holds Grado En Derecho from Universidad De La Salle (Cr).
Company email context
Email format at Fisher Investments
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Fisher Investments
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Profile bio
About Luis Diego Odio Cortes
Dynamic professional with over a decade of multinational client-facing experience, specializing in Business Finances, Technology Solutions, and Customer Service. Leveraging a unique background in Systems Engineering and Law studies, I bring extensive expertise in managing end-to-end crossfunctional collaborations, data analysis, as well as budgeting and forecasting for intelligent decision-making. Adaptable and detail-oriented, committed to driving organizational success through strategic financial objectives, continuous service improvements, and delivering an outstanding customer experience.
Current workplace
Luis Diego Odio Cortes's current company
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Fisher Investments
4 roles
Luis Diego Odio Cortes work experience
A career timeline built from the work history available for this profile.
Financial Billing Analyst
- Successfully transitioned North American billing team to Costa Rica, maintaining operational continuity.
- Enhanced company compliance with regional legal requirements by updating and optimizing billing processes in Central America.
- Led the migration from the legacy ERP system to SAP S/4 as SME for the CASCNA Feed business unit, demonstrating leadership with large intercompany teams.
- Managed cash-to-credit transactions produced diverse financial documents, while also playing a key role in month-end billing operations for NA & LATAM.
Aug 2016 - Feb 2024
Senior Customer Service Specialist - Audible Division
- Oversaw the team's transition to open-source software, seamlessly migrating from Windows to Linux, directly impacting software and licensing costs in the process.
- Demonstrated proficiency in case and backlog management by implementing agile action strategies, resulting in a significant improvement to the Service Level Objectives (SLOs) metrics by up to 31%.
Apr 2014 - Jun 2016
Customer Experience Specialist
- Led a significant initiative to improve service quality by migrating and enhancing the knowledge framework capabilities of our extensive data base to Salesforce.
- Delivered exceptional customer service across multiple platforms, consistently exceeding expectations.
Feb 2012 - Jan 2014
Team & coworkers
Colleagues at Fisher Investments
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
JF
Jose F. Blondet
Colleague at Fisher Investments
Dallas, Texas, United States, United States
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JK
Joseph Kiran
Colleague at Fisher Investments
Dallas-Fort Worth Metroplex, United States
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JW
Josh Whitbeck - Cspo
Colleague at Fisher Investments
Portland, Oregon Metropolitan Area, United States
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LS
Logan Spencer
Colleague at Fisher Investments
Frisco, Texas, United States, United States
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DT
Daniel Thatcher
Colleague at Fisher Investments
Portland, Oregon, United States, United States
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JS
Julia Spock
Colleague at Fisher Investments
Happy Valley, Oregon, United States, United States
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TS
Tyler Schroeder, Mba, Crpc®
Colleague at Fisher Investments
Plano, Texas, United States, United States
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JW
Jason Williams, Mba
Colleague at Fisher Investments
Camas, Washington, United States, United States
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SW
Steven White, Cfp®
Colleague at Fisher Investments
Greater Philadelphia, United States
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JM
Jason M. Sgarlata, Cfp®
Colleague at Fisher Investments
Tuscaloosa, Alabama, United States, United States
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Jose F. Blondet
Colleague at Fisher Investments
Dallas, Texas, United States, United States
View →
JK
Joseph Kiran
Colleague at Fisher Investments
Dallas-Fort Worth Metroplex, United States
View →
JW
Josh Whitbeck - Cspo
Colleague at Fisher Investments
Portland, Oregon Metropolitan Area, United States
View →
LS
Logan Spencer
Colleague at Fisher Investments
Frisco, Texas, United States, United States
View →
DT
Daniel Thatcher
Colleague at Fisher Investments
Portland, Oregon, United States, United States
View →
JS
Julia Spock
Colleague at Fisher Investments
Happy Valley, Oregon, United States, United States
View →
TS
Tyler Schroeder, Mba, Crpc®
Colleague at Fisher Investments
Plano, Texas, United States, United States
View →
JW
Jason Williams, Mba
Colleague at Fisher Investments
Camas, Washington, United States, United States
View →
SW
Steven White, Cfp®
Colleague at Fisher Investments
Greater Philadelphia, United States
View →
JM
Jason M. Sgarlata, Cfp®
Colleague at Fisher Investments
Tuscaloosa, Alabama, United States, United States
View →
3 education records
Luis Diego Odio Cortes education
Grado En Derecho
Systems Engineering, Undertook Systems And Programing Foundational Courses, Focusing On Data Analysis
Grado En Derecho, Law
FAQ
Frequently asked questions about Luis Diego Odio Cortes
Quick answers generated from the profile data available on this page.
What company does Luis Diego Odio Cortes work for?
Luis Diego Odio Cortes works for Fisher Investments.
What is Luis Diego Odio Cortes's role at Fisher Investments?
Luis Diego Odio Cortes is listed as Investment Counselor at Fisher Investments.
Where is Luis Diego Odio Cortes based?
Luis Diego Odio Cortes is based in San José District, Heredia, Costa Rica while working with Fisher Investments.
What companies has Luis Diego Odio Cortes worked for?
Luis Diego Odio Cortes has worked for Fisher Investments, Cargill, Amazon, and Hewlett Packard Enterprise.
Who are Luis Diego Odio Cortes's colleagues at Fisher Investments?
Luis Diego Odio Cortes's colleagues at Fisher Investments include Jose F. Blondet, Joseph Kiran, Josh Whitbeck - Cspo, Logan Spencer, and Daniel Thatcher.
How can I contact Luis Diego Odio Cortes?
You can use AeroLeads to view verified contact signals for Luis Diego Odio Cortes at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did Luis Diego Odio Cortes attend?
Luis Diego Odio Cortes holds Grado En Derecho from Universidad De La Salle (Cr).
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