Riggy Perez
Jacksonville,FL
Summary
At Banco Davivienda, I excelled as an Advisor, leveraging my expertise in strategic planning and relationship building to enhance client satisfaction and loyalty. My proactive approach in adapting to industry trends and regulations significantly improved client portfolio performance, showcasing my discipline and focus on achievement.
Overview
27
27
years of professional experience
Work History
Advisor
Banco Davivienda
12.1996 - 10.2023
- Developed strong relationships with clients through regular communication and excellent customer service.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Increased client satisfaction, providing personalized investment advice based on thorough financial analysis.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
Education
Commercial Bachelor -
Santa Teresita High School
Barranquilla, ColombiaSkills
- Relationship Building
- Strategic Planning
- Training and mentoring
- Presentations and public speaking
- Discipline and focus on achievement
Timeline
Advisor
Banco Davivienda
12.1996 - 10.2023
Commercial Bachelor -
Santa Teresita High School
Similar Profiles
Carlos Alejandro Caballero GonzálezCarlos Alejandro Caballero González
Director De Operaciones Y Tecnología at Banco Davivienda PanamáDirector De Operaciones Y Tecnología at Banco Davivienda Panamá
Jaimy Videa FloresJaimy Videa Flores
Analista De Intermediación at Banco Davivienda HondurasAnalista De Intermediación at Banco Davivienda Honduras
Jaime Benavides SusaJaime Benavides Susa
Database Administrator at Banco DaviviendaDatabase Administrator at Banco Davivienda