Sofia M. Email & Phone Number

Boston, Ma, Us

Drove and led the New Products and business activities process by providing review and challenge for strategic initiatives while liaising with SME’s and internal leadership in Commercial and Corporate banking and presenting to the formal new products committee for approval to launch.

Boston, Ma, Us

•Responsible for the implementation, oversight, review, challenge, and support of US-Wide Conduct Risk, Consumer Protection Principles, and Product and Services Monitoring Programs and other consumer and business practices across all products and services offered through all Santander Subsidiaries.

Boston, Ma, Us

•Worked in the development, selection, and distribution of investment products in the Broker Dealer and managed Third party vendor relationships.•Selected by executive management to be part of Santander Securities Engagement Committee to increase employee engagement, boost innovation, improve the firm's culture, and evaluate company policies.

Boston, Ma, Us

·Provide leadership, strategic guidance and direct management for third party Annuity products, services and programs including features, benefits and characteristics that meet customer needs and are priced to meet Company objectives.

San Francisco, Ca, Us

Lead a growing team of diverse motivated women and men in the USA, Canada and Australia. Helping them start and grow their personal businesses while partnering with Stanford Trained Dermatologists who created Proactiv in the multi-billion dollar anti-aging skincare and haircare market. Leveraging social commerce and turn-key resources to build profit centers around the US, Canada, Australia and soon beyond. We connect individuals of all ages and backgrounds with products to give them skincare solutions or an opportunity to own a virtual global franchise while achieving their personal goals

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- Led the origination, structuring and execution of syndicated loans and acquisition finance transactions of credit facilities for Large Corps and Global Relationship Model (MRG) covering clients with annual revenues in excess of $500 Million Dollars, including a $1.2bn Financing, the largest deal for Santander Chile in 2016.-Responsible for Credit Risk Advisory in Chile including origination and execution of rating advisory mandates for high-profile clients and provided support to other bank areas such as Debt Capital Markets, Equity Capital Markets, Senior Bankers and M&A, to assess the impact of such transactions as acquisitions, debt or equity issuance on clients’ ratings.Programa de Futuros Directivos Edición XXIV

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-Managed international and domestic client relationships for Custody and Clearing services, Trustee Business, Bond Tender Representative, Agent Bank and Onshore Collateral Agent.-Represented international clients in their investing activities in the Chilean Capital Market and managed the relationship with institutional investors based in Europe, USA and Asia. -Responsible for providing market information to clients that matched the dynamism of the marketplace and was the escalation point of contact with regards to problem solving and resolution involving operational, technology, and fee/billing issues.Programa de Futuros Directivos Edición XXIV

Boadilla Del Monte, Madrid, Es

Chosen among Banco Santander Employees globally to participate in the 24th edition of Santander Group´s Corporate International Mobility and Career Advancement Program known as Programa de Futuros Directivos- FUDI ( Future Directors Program). The program provided an international experience to 14-16 professionals with proven high potential. We were promoted through assignments in other countries and business units while working directly with high level executives in order to assume key positions within the Santander Group at a global scale. Received on-site specialized training in Spain, Argentina, Chile and Mexico on topics such as, but not limited to:-Leadership Development and Management Skills-Presentation Techniques and Communication Skills -Clients and Products in the Financial Sector-Global Banking and Markets-Business Planning and Project ManagementMy assignments took place in Santiago, Chile from February 2014 to November 2016. I held positions in Trade, Export & Commodity Finance, Custody & Securities Services and Syndicated Loans Groups of the Global Banking & Markets Division.

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- Responsible for client relationships in the mining and retail sector for Documentary Trade and Trade Funding of Chilean exports in core markets, including but not limited to, Letter of Credit flows .- Provided support and in depth market analysis of import and export volumes to the GTB sales force while generating incremental revenue through pricing, product development and client targeting strategies for Trade Services productsPrograma de Futuros Directivos Edición XXIV

Provide support to Financial Advisors, Sales Associates and management , including: - Research and analysis of investment products, such as money managers, mutual funds and alternative investments- Development of a quarterly “ Elite” list of mutual funds - Investment company due diligence- Preparation and maintenance of distribution agreements with investment companies

New York, Ny, Us

FID ISG Secondary Loan Documentation Team Leveraged Finance -Selected as the Team Leader in the Sales/Trading Desks’ process of distributing Material Non-Public Information in the secondary market to institutional clients in Leveraged Finance transactions though Intralinks Workspaces.-Built, managed and maintained 265 Secondary Trading IntraLinks Workspaces with over 2,000 participants.-Contributed to Morgan Stanley’s Par and Distressed Loan Sales and Trading Desks’ revenues by assisting in the timely execution of documentation related to fees and other revenue-based income.-Assessed Equity & Fixed Income Settlement Buy-In processes to determine the best cross-product integration approach for the 2006 ISG Operations Analyst class project.

New York, Ny, Us

-Assisted Financial Advisors in formulating planning proposals for current and potential clients and researched financial data to generate informational guides for their review. -Executed an array of administrative support tasks, including, but not limited to, facilitating incoming calls, document retrieval, maintenance of extensive hard copy filing system and client database management.

Dearborn, Michigan, Us

Marketing Department

Bs, Marketing And International Business

Council On International Educational Exchange (Ciee) Business And Society Program, Study Abroad

High School Diploma