Andrea Carolina Rodriguez Luna Financial Analyst | Financial Markets Consultant

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Project Manager

CIVICO Digital

Sep 2022 - Jun 2023 (10 months)

Impact: Design, execute and supervise pilot projects to provide technological solutions involving the use of data to create algorithms and to generate a credit rating different from the traditional one, and thus attack informal lending; and to effectively connect the Institute with the banking sector to develop projects that generate a positive impact on financially excluded populations. o Create and lead market initiatives to strengthen partnerships and improve financial and marketing indicators. o Develop, monitor, and manage a master project schedule to ensure delivery of the defined scope. o Maintain up-to-date project progress to ensure accurate reporting and issue management. o Lead team responsible for the successful planning, coord

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Founder

Luna Investment Capital LLC

May 2021 - Current (5 years)

o Develop an investment strategy based on technical analysis, using Hurst's Cyclic Theory and the Elliott wave principle, in order to obtain a greater probability of success. o Build the vision, mission, and operational structure of the startup. o Advise companies and individuals in the development of investments in the U.S. securities market. o Perform monitoring reports on the different assets of the futures and stock market. o Promote investment in financial alternatives based on Blockchain technology.

Coordinator Credit Fund

Alcaldia de Bucaramanga

Jul 2020 - Jul 2022 (2 years 1 month)

Impact: Promote use of new technologies and data management to provide technological solutions at the forefront of the market; design and monitor commercial strategies to generate effective leads in the different lines of credit, create lines of credit for vulnerable populations in the city of Bucaramanga with microcredit entities and Bancoldex, and improve data management obtaining real-time data on indicators. o Evaluate the technical viability and financially analyze the requests in the weekly credit committees. o Hire a commercial and follow-up team to generate excellent results in the execution and achievement of goals. o Build strong relationships and negotiate with the financial institutions. o Support the technical and financial su

Research Project Partner

Universidad Autónoma de Bucaramanga

Jun 2018 - Dec 2018 (7 months)

Impact: Investigate artificial intelligence alternatives to develop a financial asset price forecasting algorithm. o Identify data sources, select technologies for data collection and perform preliminary analysis to assess the feasibility of proposed artificial intelligence solutions. o Support objectives formulation, design the research methodology, determine necessary resources, and establish a detailed timeline to effectively carry out the research. o Evaluate preliminary results and identify areas that require improvements in the price forecasting algorithm.

Corporate Financial Advisor

Pensiones y Cesantias Protección S.A.

Dec 2016 - Dec 2017 (1 year 1 month)

Impact: Increase level of savings in the corporate sector, generating positive impact on employees' financial planning for taxes and dreams. o Market financial savings and investment products such as Pension, Voluntary Pension, Severance Pay, Life Insurance, Investment Funds-Closed and Real Estate Strategies. o Provide financial advice on medium and high-income investment products, mainly on Colombian tax issues. o Maintain assigned clients with personalized advice and consultative sales. o Manage CRM - Microsoft Dynamic. o Manage commercial strategies to achieve monthly objectives.

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Agreements and Alliances Advisor

CDA Puerta del Sol

Nov 2015 - Feb 2016 (4 months)

Impact: Increase number of business alliances generating an expansion of potential clients and an increase in sales; and create partnership databases for better management and analysis of collected information. o Maintain strong relationships with assigned customers and seek new business alliances. o Design strategies to increase sales, contributing to business success through innovative approaches. o Provide support in commercial management meetings, contributing to decision-making and facilitating the implementation of strategies. o Be part of the work group for the renewal of licenses for the expansion of the business. o Establish strong relationships and negotiate with the news and current clients and managers.

Andrea Carolina Rodriguez Luna

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Andrea Carolina Rodriguez Luna