Founder Partner @ Manager Director
HOPE - Real Estate Investment Services
مجموع سنوات الخبرة :27 years, 11 أشهر
Founded Partner and Managing Director of all the services lines, enhance revenue, return on invested capital, operating performance, and strategic planning and positioning of real estate assets to clients engaged in corporate RE, property management, land development, commercial and residential development.
- Structured and implemented business development plans and directed sales/marketing initiatives that successfully reported 50 clients and grew the company from start -up to more than €40 million in annual revenues over 5 years.
- Identified, evaluated, negotiated and acquired 2.5 million sq. m. of industrial real estate for 40 private investors adding a total acquisition value of more than €30 million and totaling over 100 acquisitions closed in 6 years. Oversaw all aspects of transactions including, structured debt @ equity, deal estructure and legal contracts.
- Executed a €1.9 million transaction for 9.150 sq. m2. of residencial real estate, while negotiating an alliance with a real estate firm to develope 77 multi-family apartments that yielded a 113.77% return on investment. Supervised and co-ordinated with clients, contractors, government officials, attorneys, financial institutions and RE brokers.
- Recruited a sales team, established performance metrics, introduce an industry-high commission structure, and grew revenues to €100.000 in the first year, €1.2 million in the second year, and €40 million within 5 years of start up.
Privately-owned Financial boutique focused on Financial Consulting and Business Affiliate Programs services.
- Design, developed and managed both business lines, conducted mainly Business and Development and all general operational aspects including Project Management, Marketing and Public Relations. Increased sales revenues from scratch up to €22 million and profits by €1.4 million within 3 years.
- Negotiated profitable financial bank agreements with major banks in Spain, including advantageous discounts in mortgage conditions, deposits, mutual funds, pension and bank accounts for clients, while achieved outstanding rebates for the firm. Negotiated more than€18 million in financial products a year, representing 60% of total revenues of the company.
- Strengthened cross-sell opportunities, increasing mutual fund and deposits sales 200% (from €1 million to €3 million) and 300% (from €1 million to €4 million) repectively, while delivering 80% of all mortgages sales for this start up area of business.
- Created, directed and marketed a Business Affiliated Program by proactively seeking out and recruit affiliates to help build and grow the affiliate program we managed. Obtained more than 45 affiliates / companies in 1 year.
- Designed, promoted and launched the Accuracy Club Card, offering important discounts in major retail shops, health and entertainment companies, Sport clubs, Hotels, Restaurants, Rental Cars, Travel Agencies, Fashion, Kids, and many other services the employees needed.
- Selected and hired self-motivated sales team, trained and encouraged them to be customer focused and experts in their field.
Asset Management Manager, reporting to the CEO, designing and developing the investment department from scratch by providing clients with solutions to help solve their investment needs which include financial advice, asset allocation advice, risk analysis, building strong relationships with clients and contributing as well as adding new customers and business development.
Major Responsibilities and key proyects:
- Formulated investment proposals, asset allocation strategies and developed proprietary investment models to potential clients. Captured €15 million in assets under management within 18 months. Contributed to the overall growth of the firm by 20% within 2 years.
- Promoted and colaborated with the CEO to develop a € 4.2 million Sicav to collectively manage the wealth of private clients, generated new clients and increased assets under management by 67% up to €7 million within 1 year. Member of the Executive Operation Committe assembled to analyze and develope asset allocation strategies.
- Provided accurate analysis of market conditions by gathering key data, analyzing trends, creating reports, and offering comprehensive evaluations to meet client ´s objectives.
- Negotiated and consolidated bank agreements with international banks (Switzerland, Holland, UK, USA) helping to expand company services and contributed to the final design of fiscal estructures proposed to clients.
Leading financial group leader in Europe and Latin America. Top 10 by market capitalization. Turnover: €8, 9 Billion, 10 Countries, 66 million clients. Managing US$ 100 billion.
Junior Analyst in the Treasury Middle Office of Banco Santander NYC with the following responsibilities:
- Following Value at Risk valuation of the Treasury Money Market Portfolio, Investments and Forex products.
- Responsible for calculating Value at Risk, Alpha, Vega, Gamma, Delta, for a portfolio of 8 Fx options.
- Monitoring risk exposures limits, analyze and prepare internal risk reports.