Mexico antiguo
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SUMMARYAccount Manager with 6 years corporate finance and banking experience withstrong analytical skills in analyzing financial reports and forecasting. Experienced in equity analysis, risk analysis and credit analysis.-------------------------------------------------
WORKEXPERIENCEGolan financial Services a subsidiary of Bank Leumi USA, New York, NYJanuary 2012-June 18 2012Commercial Lending Officer, Middle Market Commercial Lending * Developed and retained businessrelationships by establishing and providing credit facilities, trade finance and various other financial products tailored to each client's needs. * Conducted timely and thorough analysis and presented meritof borrowers to senior management. * Drafted and negotiated loan documents, letters of credits and promissory notes. * Managed relationships with borrowers and reviewed their banking needs tooffer loans, LCs, deposit accounts.JP Morgan Chase BankLead Customer Associate December 2010-December 2011 * Managed daily bank sales activities by establishing sales goals and activities to attainnew customer relationships and retain existing relationships. * Directed the day to day operational activities of the office to ensure each customer’s experience is positive and memorable. *Responsible for the sale of bank products to customers and prospects, by actively soliciting and opening new accounts, including all DDA products and consumer loan products.UCTrend TechnologiesAugust 2007- January 2010Co-founderof a market trend recognition company * Created the trading algorithm and website, updated data feed, managed the operations and marketing of the company. *Performed data management, wrote marketing articles, met with clients and investors, traded and worked on product development, created new functionalities, performed financial research, wrote...
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