PATRICIA MORAES

• Implemented new processes to streamline operations and improve efficiency.
• Advised clients on product features and benefits best suited for their individual needs.
• Participated in team meetings to discuss strategies for improving customer experience.
• Identified client needs and provided tailored solutions.
• Trained new staff members on customer service protocols and procedures.
• Assisted in the onboarding process for new clients by gathering information and providing guidance.
• Worked closely with senior management team members regarding client relations initiatives.
• Provided technical support when necessary in order to resolve customer queries quickly.
• Identified opportunities for improvement in customer service processes and procedures.
• Developed relationships with clients through regular communication and follow-up.
• Analyzed customer data to generate reports on trends and insights.
• Recommended strategies to clients to help achieve financial goals.

Implemented workflow improvements and CRM system enhancements that increased service efficiency and reduced response time and human error by 30%.

• Directed transformative $2.8 million project for US State Department and OAS.
• Spearheaded delivery of comprehensive STEM professional development programs for over 200,000 teachers.
• Conceptualized and implemented Teacher Fellowship Program, enhancing educators' STEM pedagogy skills.
• Administered Seed Grants to initiate innovative teaching solutions in educational institutions.
• Supported policymakers in shaping regional teacher education policies to improve STEM quality.
• Oversaw budget and resource allocation, ensuring timely project completion within budget.
• Collaborated with cross-functional teams to align objectives and foster productive partnerships.
• Conducted assessments to evaluate project impact and utilized data to enhance outcomes.

• Led market research and analysis for innovative pain management and mobility products in Latin America.
• Established Business Intelligence and Portfolio Management department, enhancing data-driven decision-making.
• Developed system for collecting and analyzing socio-economic and market data, focusing on consumer preferences.
• Facilitated launch of new product line that increased sales by twenty percent in target countries.
• Managed remote team across Argentina, Colombia, Bolivia, and Philippines through entire product launch process.
• Conducted comprehensive competitor analysis to inform pricing and product lifecycle management strategies.
• Orchestrated marketing strategies to optimize reach and impact of new product introductions.
• Streamlined communication among cross-functional teams to ensure alignment throughout project phases.

• Led preparation of competitive technical and financial proposals for international donor-funded consulting projects.
• Secured IDB-funded USD 560,000 project to revamp strategic operations of Go-Invest in Guyana.
• Formulated winning proposal strategy by recruiting top talent and developing research-based implementation methodology.
• Crafted successful proposal for IDB-funded USD 280,000 project focused on economic growth strategy in Saint Lucia.
• Collaborated with global team members across Costa Rica, Peru, Madagascar, and Georgia on various proposals.
• Developed Expressions of Interest for economic development initiatives funded by multilateral finance organizations.
• Focused on strategic economic development projects across Latin America, Caribbean, Africa, USA, and Asia.

• Supported account managers by delivering renewal, placement, and financial analysis for mid and large clients.
• Led new and renewal business initiatives using underwriting and cost management expertise to develop client solutions.
• Collaborated with account management team to prepare RFPs, conduct contract reviews, and negotiate rates.
• Served as primary contact for insurance carriers during renewals, advising on benefit strategy and budget.
• Addressed carrier inquiries throughout RFP process to ensure seamless communication.

• Provided strategic pricing and analytical insights to various business units, driving commercial profitability.
• Optimized profit opportunities through advanced pricing models, customer segmentation, and market sizing.
• Executed projects from concept to completion, adhering to budget and schedule requirements.
• Facilitated complete solution design and deployment while tracking project status and resolving issues.

• Supported management and Senior Account Executives in strategic account plan execution for national chain restaurants.
• Developed customer analysis system to inform leadership on top-to-top meetings, enhancing negotiation leverage.
• Coordinated logistics for ten trade shows, including booth design, promotional giveaways, and setup.
• Created tool for National Chain strategy by collaborating with group VP on data analysis and competitor sizing.
• Liaised among client, Account Executive, and Mexico Oils Business Unit to expand Burger King sauces into Latin America.
• Successfully managed production and import/export of over $500,000 in products across multinational units.

• Responsible for developing and adapting marketing communications material, as well as coordination of international Road Shows to market investment funds
• Commanded international team in marketing material design and production activities to help support the rebranding process for a $30M fund of hedge funds to facilitate entry into the US Market.
• Managed logistics and scheduling to successfully execute investment Road Shows in Europe, Asia, and Latin America.
• Initiated, executed and modified operational flows and processes for expanding start-up asset management firm, leading to a more efficient and lean operating business.

• Streamlined processing of all trade finance operations, ensuring accuracy and timeliness.
• Managed relationships with Front Office in Brazil and U.S. institutional partners.
• Oversaw international trade finance unit operations, managing portfolio valued at $500M with four associates.
• Enhanced departmental profitability by negotiating favorable interest rates with international partner banks.
• Reduced delinquent loans by 15% through improved communication and follow-up with Front Office counterparts.