albertos59

Proven expertise in cultivating and managing relationships with C-suite executives, high-net-worth individuals, and corporate clients within the fintech and crypto industries. Demonstrated success in securing and retaining large corporate accounts, facilitating transactions with monthly volumes in excess of $1 million. Proficient in developing comprehensive sales strategies, setting ambitious revenue targets, and consistently achieving or exceeding established goals. Managed the full sales process, from initial lead generation or follow-up, through to qualification, proposal and eventual closure of corporate accounts.

Developing and maintaining company and sector financial models, organizing, and interpreting investment data to help reach conclusions. Exhaustively review companies' financial reports, establish comparable data representative of the market, by carrying out a detailed analysis. Participate in the evaluation of potential investment opportunities and contribute to the preparation of preliminary analyses and investment recommendation documents. Provided intelligence about companies based in the Spanish and LATAM markets.

Acted as first point of contact for all client requests and queries within the banking and insurance sectors. Assessed customer needs through in-depth analysis and consultative sales approach. Counselled clients on financial matters and allocate products and services based on client needs and asset availability.