Oscar Paez Email & Phone Number

Miami, FL, US

Miami, Florida, United States

• Strategic Family Business Advising: Partnered with multi-generational family businesses to design strategic plans, aligning business growth with family values and long-term vision.
• Conflict Resolution & Mediation: Mediated sensitive intra-family discussions, resolving deep-seated conflicts, ensuring business continuity, and strengthening family ties.
• Governance Structure Development: Spearheaded the creation and refinement of family business governance structures, encompassing family councils, boards, and other decision-making bodies.
• Succession Planning Guidance: Designed and executed succession planning strategies, ensuring smooth leadership transitions and clarity in roles and responsibilities.
• Educational Workshops & Seminars: Organized and led educational sessions for family business members on critical topics like governance, conflict resolution, and next-generation involvement.
• Stakeholder Communication Enhancement: Developed communication frameworks to improve transparency and understanding among family stakeholders, fostering a cohesive business environment.

Miami, Florida, United States

Bogotá D.C. Area, Colombia

• Propose and develop strategic efforts to increase the banks market share in the region
• Prospects and solicited new business for all the banks business units
• Lead and coordinate all commercial efforts conducted from all booking center in the region as well as local marketing events
• Provide general direction and analyzed budgetary requirements concerning regulation, operations, compliance, IT, and other strategic efforts in the region

Bogotá D.C. Area, Colombia

• Prospects and solicited new business families for consulting projects
• Guided business families in the process of designing family protocols, professionalization processes, effective decision making and conflict resolution
• Accompanied business families in the different processes towards the transmission of their legacy; integrating new generations and implementing methodologies that create sustainable businesses and align the vision of.
• create or improve family business boards and family councils, facilitates ownership and leadership succession and engages strategic planning and feedback processes

Bogotá D.C. Area, Colombia

• Managed day to day affairs of the Rep Office and its overall sales and trading activities
• Increased market awareness and enhance the firms’ new brand by hosting and attending events and conferences
• Prospect for Institutional and Private Clients business in Colombia
• Implemented strategies to attract new talent and hiring new people to the firm
• Provided general direction and analyzed budgetary requirements concerning operations and compliance, IT, and other strategic areas of the firm

Miami/Fort Lauderdale Area / Bogota / Asuncion / Buenos Aires / Quito

Mergers & Acquisition and fund raising in Latin America. Responsible for the Colombian office of a start up advisory group focused on Mergers & Acquisitions and Financing with over US$3.0 billion in closed deals; covering Latin America with headquarters in Miami and regional offices in Asuncion, Buenos Aires, Quito and Bogota. Originated deals in Colombia.

Colombia

• Lead all departments and prepare executive reports for the Board of Directors
• Generate innovation strategies to improve profitability
• Seek and develop new distribution channels in order to increase market share
• Lead the company’s new corporate image and marketing campaign

Bogotá D.C. Area, Colombia

Managed and developed new and existing ventures in the Pet Food Business division. oversaw the production, purchasing, logistics and administrative side of the firm. Lead the companies new corporate image and marketing campaign.

Colombia

Managed and Invested Groups Extra Liquidity. Reviewed and negotiated better terms with financial institutions reducing financial costs and increasing returns. Purchased and hedged dollar position for raw material imports. Oversaw bank accounts and performed cash management according to the firm s needs. Worked with the commodities broker to bring new.

Miami/Fort Lauderdale Area

Structured and develop mutual fund business. Establish NFA IIB futures and options business for the firm. Prospect for Institutional and Private Clients business in Colombia. Create mutual fund portfolios and perform risk analysis based on the different assets.

PCS Associate Training Program Class of 2005: One of fourteen candidates chosen from a nationwide pool of applicants to participate in a four month sales and financial advising training program in New York. Actively traveled to meet with prospect and current clients to present new investment proposals and/or portfolio reviews; Perform financial analysis.

Miami/Fort Lauderdale Area

Analyzed and researched corporate and sovereign bonds issuers. Worked with derivatives, convertibles, asset swaps and financial research. Performed technical analysis of options for hedging and speculation. Served as liaison between sales force and operations

Greater Boston Area

Actively pursued, solicited, and marketed to generate projects for investment in the priority sectors: sustainable agriculture, non-timber forest products, certified wood, sustainable fisheries and ecotourism in Latin America, Africa and Asia. Applied financial, environmental and social guidelines to prospective and actual investments Prepared, with.

Miami/Fort Lauderdale Area

Analyzed clients portfolios and the weight of their assets in each industry. Designed possible mutual fund portfolios and performed risk analysis based on the different assets. Contacted prospect domestic and international clients. Assisted FA with client presentations of Morgan Stanley financial products.

Bogota, Colombia

Created and developed marketing strategies for company s new and existing products. Lead internal advisor for ISO 9000 certification. Developed a market analysis for products that could be exported to Latin and North America. Directed the purchase and logistics of products and raw materials that came from outside Colombia. Analyzed an export program to.

Miami/Fort Lauderdale Area

Research different investment vehicles and its historic performance to aid financial advisor with its decision making. Learned basic aspects of international wealth management. Prepared presentations for clients of possible investment alternatives and Merrill Lynch products.

Master Of Arts, International Administration; International Political Economics/International Business

Activities and Societies: Student Government Senator at large

Bachelor Of Business Administration (B.B.A.), International Finance And Marketing

Activities and Societies: NCAA Swimming Team, President of Colombia Student Association, Council of International Students & Organizations

College Prep Diploma