Martina Lara
GET FULL PROFILE 
Real-Time AI Research
FlashIntel GPT
Tell me more about Martina Lara?
FlashIntel GPTMartina Lara is a highly experienced professional with over 16 years of work experience in portfolio management, investments, and banking. She is fluent in both Brazilian and Spanish and has a strong background in working abroad with private banking and wealth management. Martina has a proven track record of satisfying high net-worth Latin American clients by delivering top-notch costumer experience. She is known for her determination, detail-oriented, organized, and creative teamwork skills. Martina is also a results-oriented individual, demonstrating her passing the Series 7 and Series 66 licenses.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Martina is a Brazilian, Christ follower, fluent in english, spanish, and portuguese. She has over 9 years of experience working abroad with private banking and wealth management, satisfying the needs of the most demanding ultra high net-worth Latin American clients by delivering top notch costumer experience. She has evolved through all stages of banking, from administrative tasks, operations, to front office trading. She is a determined, detail-oriented, organized, and creative team player. Martina is also a gritty, results-oriented individual, as demonstrated by her passing the Series 7 and Series 66 licenses.
...See MoreWork Experience
Account Manager
Banking
Martina Lara's Professional Milestones
- Account Manager (2019-07-01~2022-02-01): Building strong client relationships and fostering strong relationships for increased revenue and customer satisfaction.
- Caa For Southern Latin America (2007-12-01~2009-01-01): Revitalized the global marketing strategies to drive positive social and economic growth for Southern Latin America.
Skill
Portfolio Management
Investments
Management
Spanish
Banking
Securities
Fixed Income
Customer Service
Equities
Capital Markets
Series 7
Trading
Microsoft Excel
Bloomberg
Sales
Private Banking
Wealth Management
Financial Markets
Risk Management
Emerging Markets
Financial Risk
Asset Allocation
Alternative Investments
Certification
Colleagues
Mary Marquez
vice president account manager at cn bank
Other Named Martina Lara
Frequently asked questions
We found 2 Martina Lara's email addresses
Martina Lara's social media include: Linkedin,
Martina Lara works for CN Bank
Martina Lara's role in CN Bank is Account Manager
Martina Lara works in the industry of Banking
Martina Lara's colleagues are Mary Marquez
Martina Lara's latest job experience is Account Manager at CN Bank
