Daniel Andrés Suárez Vergara Email & Phone Number

Goals oriented person with more than seven years of worked experience in the finance and capital markets sector on commercial roles, managing HNWIs relationships with excellent performance indicators. I've increased my assets under management 250% in the last three years.I have great expertise in international markets, managing a great portion of my clients portfolios in strong currencies, mainly USD, through broker-dealers in Panamá and Miami, using Pershing LLC as clearing house.Wealth management is a corner stone of my advisory, specially overseas, carefully explaining to clients taxes implications of their investments in accordance to their tax residence and possible Estate Tax events in the United States for W8-BEN persons.I embrace fast-paced and high-pressure environment. All my actions and decisions are driven by high ethical standards, which helps me to foster long-term relationships with clients and colleagues. I'm currently enrolled to take the CFA Level I in November 2024I like jobs where I can reinforce my teamwork abilities and enhance my professional and personal growth, adding value to the company and helping it to achieve its long term goals.

Listed skills include Teamwork, English, Leadership, Microsoft Office, and 4 others.

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  Universidad Icesi

  Banking, Corporate, Finance, And Securities Law