We found the following information about Jose Palencia at Aida - Interamerican Association For Environmental Defense, where Jose has worked as a Volunteer since 2016. Jose's total work experience is over nine years, during which time this person had at least seven jobs at different places to develop skills. Jose studied at the Universidad Del Rosario from 2007 to 2008. This professional received the following certifications: Operador Bursatil Y De Mercado De Capitales, Operador De Mercado, and Operador De Renta Fija. Jose Palencia is experienced in three languages: Spanish, English, and Portuguese. Jose Palencia can be found in San Francisco, California – where this expert currently lives. You can find this person's current phone and email through our search.
Name variants:
Jose Palencia
Last updated May 28, 2024
Contact Information
Last Update
Jul 14, 2022
Email
jo**@bancoagrario.gov.co, jp**@gmail.com
Location
San Francisco, CA
Workplace
Volunteer
Industry
Environmental Services
Colleagues
Work History
Volunteer
Provide business support to the Inter-American Association for Environmental Defense (AIDA) related to its projects in Latin America
Evaluate new CRM software alternatives to determine whe...
Aug 2016 — Dec 2016
Senior Portfolio Manager
Maintained relationships with clients, counterparts, providers, and governmental entities
Developed investment strategies for portfolios, based on client needs, investment objectives and r...
Sep 2012 — Jun 2015
Senior Trader and Account Manager
Distributed financial securities and products among institutional investors and local financial institutions
Managed accounts and attracted new clients including pension funds, banks, gove...
Apr 2012 — Aug 2012
Director of New Business Initiatives
Strategically evaluated new business opportunities, coordinated company´s participation in bidding processes, managed client accounts and conducted market studies for an engineering and gaso...
Apr 2011 — Mar 2012
Senior Trader
Managed investment portfolios of over 2500 clients.
Designed and executed investment strategies for portfolios with an aggregated worth of 100 million (usd).
Consistently achieved monthly...
May 2010 — Mar 2011
Senior Trader and Account Manager-Casa De Bolsa S.a
Coordinated the financial advisory team on sales strategy and provided technical support
Established and nurtured client relationships in order to understand investment needs, and identify...
May 2010 — Mar 2011
Trader
Managed mutual trust fund, elevating and maintaing its ranking to AAA during my tenure.
Managed proprietary portfolios,
Managed private and governmental portfolios as well as leveraged ac...
May 2005 — Jan 2008
Education
2007 — 2008
1999 — 2005
Occupations
Financial Broker
Trader
Volunteer
Portfolio Manager
Analysts
Marketer
Market Analyst
Capital Markets Professional
Financial Services Sales Agent
Non-Profit
Investment Analyst
Financial Analyst
Market Research Analyst
Skills
Business Strategy
Strategic Planning
Team Leadership
Microsoft Office
Account Management
Portfolio Management
Customer Service
Negotiation
Financial Analysis
Portuguese
Financial Markets
Investments
Fixed Income
Trading
Finance
Spanish
Banking