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Daniel Andrés Suárez Vergara Email & Phone Number

Gerente de Inversiones at Valores Bancolombia
Location: Cali, Valle Del Cauca, Colombia 4 work roles 1 school
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Current company
Role
Gerente de Inversiones
Location
Cali, Valle Del Cauca, Colombia
Company size

Who is Daniel Andrés Suárez Vergara? Overview

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Quick answer

Daniel Andrés Suárez Vergara is listed as Gerente de Inversiones at Valores Bancolombia, a company with 244 employees, based in Cali, Valle Del Cauca, Colombia. AeroLeads shows a matched LinkedIn profile for Daniel Andrés Suárez Vergara.

Daniel Andrés Suárez Vergara previously worked as Financial Advisor at Valores Bancolombia and Corporate Sales Assistant at Valores Bancolombia. Daniel Andrés Suárez Vergara holds Bachelor Of Business Administration (Bba), Banking, Corporate, Finance, And Securities Law from Universidad Icesi.

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Email format at Valores Bancolombia

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Valores Bancolombia

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Profile bio

About Daniel Andrés Suárez Vergara

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.

Current workplace

Daniel Andrés Suárez Vergara's current company

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Valores Bancolombia
Valores Bancolombia
Gerente de Inversiones
Cali, CO
Employees
244
AeroLeads page
4 roles

Daniel Andrés Suárez Vergara work experience

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Financial Advisor

Current

Cali, Valle Del Cauca, Colombia

Maintaining and creating strong relationships with HNWIs by managing and structuring investment portfolios. Train commercial banking teams on macroeconomic events and investment alternatives. Help Managers to explore complex investment products to meet the clients portfolios needsResults: Improved AUM 233%, from 20,000,000 USD to 66,500,000 USD..

Oct 2019 - Present

Corporate Sales Assistant

Colombia

Assisted in KYC and investment processes of companies with sales superior than 20 million dollars, providing commercial and operational support.Created a spreadsheet to know the minimum investment IRR for bonds portfolios.

Feb 2016 - Oct 2019

Corporate Bank Intership

Colombia

Successfully supplied data analysis and performance reports to the account managers and the regional manager while improving the Region’s data disclosure. Thanks to outstanding results after 6 months as an intern was promoted to Corporate Sales Assistant.

Jun 2015 - Dec 2015
Team & coworkers

Colleagues at Valores Bancolombia

Other employees you can reach at valoresbancolombia.com. View company contacts for 244 employees →

1 education record

Daniel Andrés Suárez Vergara education

FAQ

Frequently asked questions about Daniel Andrés Suárez Vergara

Quick answers generated from the profile data available on this page.

What company does Daniel Andrés Suárez Vergara work for?

Daniel Andrés Suárez Vergara works for Valores Bancolombia.

What is Daniel Andrés Suárez Vergara's role at Valores Bancolombia?

Daniel Andrés Suárez Vergara is listed as Gerente de Inversiones at Valores Bancolombia.

Where is Daniel Andrés Suárez Vergara based?

Daniel Andrés Suárez Vergara is based in Cali, Valle Del Cauca, Colombia while working with Valores Bancolombia.

What companies has Daniel Andrés Suárez Vergara worked for?

Daniel Andrés Suárez Vergara has worked for Valores Bancolombia.

Who are Daniel Andrés Suárez Vergara's colleagues at Valores Bancolombia?

Daniel Andrés Suárez Vergara's colleagues at Valores Bancolombia include Oscar Andres Mier Rodriguez, Diana Perez Sanchez, Maria Cecilia Barrientos Moreno, Silvana Delgado Hoyos, and Sebastian Gomez Sierra.

How can I contact Daniel Andrés Suárez Vergara?

You can use AeroLeads to view verified contact signals for Daniel Andrés Suárez Vergara at Valores Bancolombia, including work email, phone, and LinkedIn data when available.

What schools did Daniel Andrés Suárez Vergara attend?

Daniel Andrés Suárez Vergara holds Bachelor Of Business Administration (Bba), Banking, Corporate, Finance, And Securities Law from Universidad Icesi.

What skills is Daniel Andrés Suárez Vergara known for?

Daniel Andrés Suárez Vergara is listed with skills including Teamwork, English, Leadership, Microsoft Office, Strategic Planning, Spanish, Team Leadership, and Marketing.

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