Resumen profesional
Datos destacados
Experiencia
Formación
Enfatiza tus habilidades clave
Diplomas
Idiomas
Cronología
Generic

Lizeth Ivonne Lopez Bustamante

Resumen profesional

I have 6+ years in financial institutions predominantly focused on Loan management, private financial advisor, and investment sales lead in commercial banking. I have prioritized networking and relationship-building with cross-functional teams throughout my career. My vision aligns perfectly with being an eloquent ambassador for my employers. I am committed to thinking, learning, communicating, creating, and fostering innovative ideas in a rapidly evolving world.

Datos destacados

9
9
years of professional experience
11
11
years of post-secondary education
1
1
Certification

Experiencia

Financial Advisor

DAVIVIENDA BANK
Bogotá
11.2013 - 12.2018
  • Led and supported teammates, while promoting diversity and inclusion.
  • Demonstrated deep financial market understanding and focused on relationship management.
  • Delivered personalized investment solutions and provided holistic financial coaching.
  • Educated clients on technology for better investment management.
  • Embraced digital innovations to boost clients' digital confidence.

Assistant Financial Advisor

DAVIVIENDA BANK with IMPULSO TEMPORAL
Bogotá
07.2012 - 04.2013
  • Interact with clients in person and over the phone. Prepare and review new account paperwork.
  • Facilitate and resolve client service requests. Apply a working knowledge of operations/client-service processes.
  • Work independently, effectively, and efficiently. Ensure paperwork is prepared and provided for all client meetings.
  • Manage confidential and/or sensitive information responsibly.
  • Maintain administrative functions of the office such as office supplies and mail. Perform other duties as assigned.

Executive Administrator

PONTIFICIA JAVERIANA UNIVERSITY (ACTIVOS S.A.)
Bogotá
01.2010 - 11.2011
  • Scheduling: Managing calendars and appointments, scheduling meetings and appointments, and organizing conference calls.
  • Communication: Handling correspondence and communication for executives.
  • Data management: Maintaining and organizing data and records for executives.
  • Expense management: Preparing expense reports and managing budgets.
  • Office tasks: Overseeing the daily activities of the executive office area and managing files.
  • Other tasks: Creating statistical reports, developing meeting agendas, and providing project and team support.

Formación

Business Administration - Management

PONTIFICAL XAVERIAN UNIVERSITY
Colombia, Bogota City.
01.2011 - 03.2022

Diploma in Business Achievement Orientation - undefined

PONTIFICAL XAVIERIAN UNIVERSITY

Enfatiza tus habilidades clave

  • Detail oriented
  • Fast-paced environment
  • Exceptional customer service
  • Managing multiple tasks
  • Prioritizing workload
  • Meeting deadlines
  • Proficient with Microsoft Office
  • Proficient in Excel
  • Proficient in Google Workplace
  • Experience with CRM Systems

Diplomas

  • California License Insurance Producer, 4270594, Life, Accident & Health or Sickness
  • New Jersey License Insurance Producer, 3002503595, Life, Accident & Health or Sickness
  • ECO Leading Camp XXI Leadership Camp
  • Pontifical Xavierian University - Diploma in Customer Service

Idiomas

Spanish
English

Cronología

Financial Advisor

DAVIVIENDA BANK
11.2013 - 12.2018

Assistant Financial Advisor

DAVIVIENDA BANK with IMPULSO TEMPORAL
07.2012 - 04.2013

Business Administration - Management

PONTIFICAL XAVERIAN UNIVERSITY
01.2011 - 03.2022

Executive Administrator

PONTIFICIA JAVERIANA UNIVERSITY (ACTIVOS S.A.)
01.2010 - 11.2011

Diploma in Business Achievement Orientation - undefined

PONTIFICAL XAVIERIAN UNIVERSITY

Perfiles similares

CREAR PERFIL
Lizeth Ivonne Lopez Bustamante