Investor Development Manager@ Kandeo Asset Management
Miami, Florida, United States
Felipe Rodriguez-Otero
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Florida International University
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FlashIntel GPTFelipe Rodriguez-Otero is a highly experienced professional with 19.7 years of work experience in finance, management, sales, portfolio management, and customer service. He has a strong background in investor relations, financial and strategic planning, business development, and project supervision. Felipe has worked in various industries, including financial services, treasury management, staff development, labor relations, operations, quality assurance, facility utilization/expansion, legal/regulatory relations, public relations, risk management, compensation planning, financial advisory, and fund development. He is known for his attention to detail and ability to effectively plan, coordinate, and meet deadlines simultaneously. Felipe is a detail-oriented and results-oriented individual who consistently contributes to company objectives.
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About
13-year career reflects experience in investor's relations, financial and strategic planning, business development, project supervision, organizational development, accounting and customer service in the highly visible and publicly scrutinized services industries. Additional experience includes treasury management, staff development, labor relations, operations, quality assurance, facility utilization/expansion, legal/regulatory relations, public relations, risk management, compensation planning, financial advisory, and fund development. Over 10 years of progressive, comprehensive experience as an innovative Client Relations professional. Demonstrated ability to effectively plan, coordinate and meet deadlines of multiple projects simultaneously. Noted for positive rapport with co-workers and clients. Detail-oriented, with a proven ability to successfully contribute to company objectives.
...See MoreWork Experience
Investor Development Manager
Head Of Investor Development
Financial Services
Felipe Rodriguez-Otero's Professional Milestones
- Investor Development Manager (2015-01-01~): Secured highly influential investment opportunities, driving business growth and market expansion.
- Private Banker (2010-05-01~2011-07-01): Established strong partnerships with key clients, ensuring financial stability and maximizing revenue for the organization.
Education
Finance,
Master Of Science,
Masters,
Economics,
International Relations,
Bachelors
2009-2011Skill
Finance
Management
Sales
Portfolio Management
Customer Service
Leadership
Relationship Management
Financial Analysis
Team Leadership
Microsoft Word
Building Relationships
International Relations
Public Relations
Retail Banking
Retirement Planning
Trading
Time Management
Nonprofits
Event Planning
Event Management
Accounting
Teamwork
Salesforce.com
Research
Microsoft Excel
Powerpoint
Certification
Colleagues
Eduardo Michelsen
Partner
Gerardo Godard
head of mexico at kandeo asset management
Pablo de la Torre Cuellar
Managing Director | Head Of Public Debt
Antonio Franco Baquero
vice president operations colombia in kandeo asset management
Christian Lesmes
managing director at kandeo asset management
Other Named Felipe Rodriguez-Otero
Frequently asked questions
We found 2 Felipe Rodriguez-Otero's email addresses
Felipe Rodriguez-Otero's social media include: Linkedin,
Felipe Rodriguez-Otero works for Kandeo Asset Management
Felipe Rodriguez-Otero's role in Kandeo Asset Management is Investor Development Manager
Felipe Rodriguez-Otero works in the industry of Financial Services
Felipe Rodriguez-Otero's colleagues are Eduardo Michelsen,Gerardo Godard,Pablo de la Torre Cuellar
Felipe Rodriguez-Otero's latest job experience is Investor Development Manager at Kandeo Asset Management
Felipe Rodriguez-Otero's latest education in Florida International University
