ROBERTO A. CARRION
Monroe,NC
Summary
Experienced financial professional with strong track record in driving financial strategies and managing budgets. Adept in financial reporting, analysis, and compliance. Strong focus on team collaboration and achieving results. Known for adaptability and reliability. Skilled in forecasting, risk management, and financial planning. Highly valued for strategic thinking and effective problem-solving.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Math Teacher 6th and 7th Grade
American Leadership Academy Charter School
07.2025 - Current
- Collaborated with colleagues to create interdisciplinary lesson plans, promoting a deeper understanding of mathematical connections across subjects.
- Developed effective assessment strategies for measuring student progress in alignment with instructional goals.
Aerospace CTE High School Teacher
Union County Public Schools. Sun Valley High School
08.2024 - 06.2025
- Taught Aerospace/Engineer foundations skills and principles to high school students using real-world, application-based examples to maximize learning opportunities.
- Planned, developed, and executed lessons reflecting high school curriculum and core educational standards.
6th Grade Math Teacher
Union County Public Schools. Sun Valley Middle School
08.2023 - 06.2024
- Developed engaging math games and activities for students, fostering a fun learning environment while reinforcing key concepts.
COO
Beta Inversiones
05.2020 - 07.2022
- In charge of portfolio management. Bonds, securities, derivatives, foreign exchange
- All in a Fintech way
- Based on technology we offer private banking services, democratizing financial services.
- Facilitated regular leadership meetings to discuss progress on strategic goals, identify opportunities for improvement, and address challenges proactively.
Financial & Credit Risk Officer
Banco Del Estado De Chile
05.2018 - 03.2019
- Developed monthly reports to the Board of Directors in terms of the exposure in different economics areas.
- Informed in a daily basis, basic legal ratios to the regulator CMF
- Applied financial tools like DV01, duration, Value at Risk to mitigate Financial and credit risk
- Analyzed and administrated of rate gaps and currency gaps.
- Served as subject matter expert for development and implementation of corrective action plans where substantial unnecessary loss resulted regularly from current policy.
Middle Office
Banco Del Estado De Chile
05.2014 - 05.2018
- Developed and managed different tools in order to achieve effectiveness of closing tradings from front office to back office desks.
- In Charge of 5 people.
- Served main areas of business: Commercial(companies), Financials(Banks, Brokerage houses), in Fix Income and Foreign Currency.
- Served of clients ensuring accomplishment of level services agreements.
Treasury Controller
Banco Del Estado De Chile
12.2009 - 05.2014
- In charge of relationship with regulatory environment Central Bank, CMF, UAF, among others.
- Enhanced financial reporting processes, providing stakeholders with accurate and timely information for decision-making purposes.
- Oversaw the successful completion of external audits without any major findings or issues raised by auditors.
Treasury Trader
Banco Del Estado De Chile
12.2008 - 12.2009
- Responsible for day to day Management of desk operations, trading local and foreing rates. CLP, UF, USD, COP, forwards.
- Trained personnel in desk procedures.
Financial Broker
GFI Group Inc. (NYC)
11.2006 - 11.2008
- Financial Broker in Latam Swaps and Cross Currency Swaps Argentina, Chile, Colombia, Peru.
- Achieved optimal trade execution by establishing strong relationship with bank traders.
- Helped expand account base by establishing with institutional clients in NYC, Colombia, Chile and Argentina.
- Matched bids and offers in different curves. Argentina CER/Libo, ARS/Libo,in Chile CLP/ Cam , UF/Cam. CLP/Libo, UF/Libo, Chilean basis Swaps (Libo/Cam) Colombia COP/ Libo, UVR/Libo and Peru PEN/Libo.
Financial Senior Broker
Enlace / Lopez Leon Brokers Chile
01.2003 - 01.2006
- Achieved strong relationship with local clients in Chile.
- Traded NDF and local Swaps CLP/Cam and UF/ Cam, forwards of bcu 5, bcu 10 (sovereign bonds Central Bank of Chile)
Senior Treasury Trader
Banco Internacional Chile
01.2002 - 01.2003
- Traded in rates, in charge of local and foreign rates CLP,CLF, USD, COP, forwards.
Trader
Banco De Chile
01.1998 - 01.2002
- Traded Forwards & Non Delivery Forwards.
- Developed profitable trading strategies by conducting thorough market analysis and identifying trends.
Education
Comercial Engenieer - economics
PONTIFICAL CATHOLIC UNIVERSITY OF CHILE
01.1996
Licenciate in Economics and Administration - economics
PONTIFICAL CATHOLIC UNIVERSITY OF CHILE
01.1996
Skills
- Native Spanish Speaker
- Written and spoken English
- Spoken Portuguese
Certification
- ICAO Commercial Pilot IFR rated, Frozen ATP, English OACI . License Number 3.947 PIC 500 hrs
- Federal Aviation Administration (FAA) Private Pilot
- NC Driver license (class C)
- Chilean Army Reserve Officer, rank Captain (applying to Commander)
LENGUAGE
Native Spanish Speaker
Written and spoken English
Spoken Portuguese
Timeline
Math Teacher 6th and 7th Grade
American Leadership Academy Charter School
07.2025 - Current
Aerospace CTE High School Teacher
Union County Public Schools. Sun Valley High School
08.2024 - 06.2025
6th Grade Math Teacher
Union County Public Schools. Sun Valley Middle School
08.2023 - 06.2024
COO
Beta Inversiones
05.2020 - 07.2022
Financial & Credit Risk Officer
Banco Del Estado De Chile
05.2018 - 03.2019
Middle Office
Banco Del Estado De Chile
05.2014 - 05.2018
Treasury Controller
Banco Del Estado De Chile
12.2009 - 05.2014
Treasury Trader
Banco Del Estado De Chile
12.2008 - 12.2009
Financial Broker
GFI Group Inc. (NYC)
11.2006 - 11.2008
Financial Senior Broker
Enlace / Lopez Leon Brokers Chile
01.2003 - 01.2006
Senior Treasury Trader
Banco Internacional Chile
01.2002 - 01.2003
Trader
Banco De Chile
01.1998 - 01.2002
Licenciate in Economics and Administration - economics
PONTIFICAL CATHOLIC UNIVERSITY OF CHILE
Comercial Engenieer - economics
PONTIFICAL CATHOLIC UNIVERSITY OF CHILE
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