Professional Profile
I am an entrepreneurial professional with 13 years of experience in banking, securities markets and business. I consider myself to have strong skills in business development, closing sales, negotiation, planning, control and investment sales.
Highly responsible, dynamic and adaptable, with the ability to work in teams and to remain highly productive under high-pressure conditions. I also show initiative in solving problems efficiently and in achieving the goals and objectives set by the company.
Experience
2019–Present: Chief Financial and Administrative Officer at BLU WOOD and OFS, a multinational company. (Part-time).
2018-2019 Commercial Director at Romadu, a multinational company.
2015–2018 Stockbroker, license number 552 • Popular Valores
Puesto de Bolsa.
2017– present
Financial advisory services to Mr. Enrique Rojas Franco, Doctor of Public Law from the University of Bordeaux, France, and former President of the Administrative
Tribunal of the Organization of American States • Bufete Rojas & Franco.
2011–2014
Investment Banker • United States Broker license number 6304161 • Citibank International, Citigold franchise. Escazú, San José, Costa Rica
Education
I. Currently pursuing an online Master’s Degree in International Taxation at the Universidad de la Rioja, Spain.
II. Business Administration degree from Ulacit.
III. Currently an advanced Law student at Ulacit.
IV. Securities broker certification from the Bolsa Nacional de Valores. License 552.
V. FINRA certification for trading international financial instruments in the USA, license 6304161.
HONORS AND AWARDS
• Organization of American States (OAS) Scholarship, Universidad de la Rioja, Madrid, 2019.
• Highest grade point average throughout primary and secondary school (98%), Otilio Ulate Blanco and Liceo de Alfaro Ruíz.
COURSES AND TRAINING
1. “The Future of Justice: How Technology and Innovation Impact Dispute Resolution”, Colegio de Abogados y Abogadas de Costa Rica and its Alternative Dispute Resolution Committee, 2019.
2. Securities Market Technician, Universidad de Costa Rica. (2010 – 2011).
3. Advanced English, written and spoken, at Intensa and the Centro Cultural Norteamericano. (2005).
4. Theory and Tools of the Harvard Negotiation Project. Workshop.
5. Intensive Sales and Prospecting Workshop by Sandler Training.
6. Stock Exchange Business Rules by the Bolsa Nacional de Valores.
7. Certification in the use of the SIOPEL XL securities trading platform, by the Bolsa Nacional de Valores.
8. Computer Technician (2004).
OTHER EXPERIENCE
Member of the Asociación Costarricense de Derecho Internacional, International Economic Law Committee (ACODI).
Member of the Inter-American Bar Association (Federación Interamericana de Abogados), Washington, Banking, Securities and Commercial Law Committee (FIA).
LANGUAGES: English: advanced in writing and reading, intermediate in speaking.
French: intermediate in writing and reading, basic in speaking