Pablo Acuna Email & Phone Number

San Jose, Costa Rica

Managing and growing a profile of key accounts, driving improvements across a range of selling and expansion-related fields including logistics, advertising, promotions, tax, compliance, fulfillment, and more.

Costa Rica

San Jose, Costa Rica

- Responsible for promoting solutions sales and to new and existing clients worldwide, with focus on Industrials, Branded Consumer and Healthcare clients, with more than 130 customers in my current portfolio - Provide support and suggest the best Transaction Services solution according to client's needs. Acting as trusted financial advisor for each company assigned. - Management, monitoring and control of banking relationships for multinational companies, focused on improving the efficiency of their liquidity and efficient management of their corporate treasury. - Build valuable teamwork with all the in country, regional, and global teams, with an especial focus on the generation of integral solutions, products and services to satisfy our customer needs and requirements.

Costa Rica

• Responsible for managing and giving service to Premium Banking investing portfolio, a private banking department that includes high-net-worth clients with more than $500k invested in the bank.• Customer care: ensure the maintenance of the number of customers through good service to the portfolio, follow-up calls, effectively resolve customer escalations and effectively manage their renovations.• Responsible for acquiring new customers proactively by developing a disciplined sales approach and requesting business references.• Meeting commercial goals both in the growth of the number of clients and in the net growth of investments and credit.• Analyze and build customized investment packages only after understanding customer needs.• Negotiate with clients in portfolio and referrals, proposals for their new or overdue investments, as well as to continuously monitor these proposals.• Establish a professional, work and consultative relationship with the client, to properly provide relevant and adequate financial advisory, products and services to meet their needs.• Develop joint business plans with commercial areas of the bank and law firms to achieve strategic alliances and increase the number of referrals.• Negotiate product terms, structure loan financing costs, payment methods, guarantee requirements and rates based on risk considerations and submit credits for approval.• Operate in a difficult processing environment of Know Your Customer policy

Costa Rica

Escazu

• Involved in the Financial Advice Services (FAS) Department´s projects that involves Mergers and acquisitions, business sales and disposals, valuations and restructuring advisory.• Was mainly involved in the first procedures of Due Diligence review.• Gained knowledge in several financial procedures and reviews such as Financial Due Diligence, Business Due Diligence, Valuation of Intangible Assets, Purchase Price Allocations and Impairment testing.• Gained understanding on working with US GAAP and IFRS• Assisted in generating memorandums, drafts and final reports for clients.• Increased my leadership ability to conceptualize, structure and achieve goals.

Collaborated closely with the Financial Advice Services (FAS) Department team in projects that involves Mergers and acquisitions, business sales and disposals, valuations and restructuring advisory.

Bachelor Of Arts (B.A.), Accounting And Business/Management, Diploma

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