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Alexander aherzber

About

Detail

Financial planner
Medellín, Antioquia, Colombia
Contact Alexander regarding: 
work
Full-time jobs
Starting at USD2k/month

Timeline

work
Job

Résumé

Jobs verified_user 0% verified
  • Global Securities
    Broker
    Global Securities
    Apr 2022 - Oct 2022 (7 months)
    • Portfolio management and market research
  • P
    Financial advisor
    Protección
    Oct 2019 - Nov 2022 (3 years 2 months)
    • Portfolio management and tax optimization
  • Oldmutual
    Financial Planner
    Oldmutual
    Jan 2017 - Sep 2019 (2 years 9 months)
    • Structure portfolios (on shore and off shore) according to clients needs and expectations. Advise clients on their Colombian retirement plan alternatives and provide estate and tax efficient investment vehicles to reach clients objectives.
  • D
    CEO
    Diving School: Franco Ospina
    Jan 2015 - Mar 2016 (1 year 3 months)
    • Executed an operating and financial restructuring of the company. Promoted and implemented diverse control procedures to ensure normal daily operating activities. Executed a fixed cost reduction plan that helped the company reduce overhead costs by 47%.
  • M
    CEO and Owner
    Millis
    Jul 2012 - Current (14 years 4 months)
    • Planning and execution of Millis growth and financial strategy. As CEO, Millis sales have increased 138% and EBITDA margin has grown 37%.
  • E
    Logistics Assistant
    Element A.G.
    Jun 2008 - Aug 2008 (3 months)
    • Assisted in the logistic optimization procedures carried out in the main logistics center of the company. During the internship, we achieved a 12% reduction in production time.
Education verified_user 0% verified
  • Colegio Aleman
    High School
    Colegio Aleman
  • O
    Financial Planner
    Old Mutual University
  • EAFIT University
    Master in Financial managment
    EAFIT University
  • A
    (auto-regulador
    AMV
  • B
    Bloomberg Introductory Course
  • C
    Certified as financial advisor
  • B
    Bachelor's degree in Economy
  • EAFIT University
    Finance Symposium: Business valuation
    EAFIT University