Joint Venture Customer Success Associate
Independent Financial Fund
Jan 2015 - Jan 2023 (8 years 1 month)
Intermediary between client and the trading desk. Ensuring clients needs and preferences are clearly understood and conveyed to the trading desk. Tailor trading strategies to better align clients goals and risk tolerance, fostering a more personalized and responsive trading experience Collaborated with financial institutions such as banks, brokerage firms, and hedge funds to optimize trading strategies and outcomes. Contacting guests before their arrival to understand their preferences and requirements. Coordinating personalized activities and marketing services during the stay, such as restaurant reservations, spa treatments, and tours. Overseeing the quality of service provided by the hotel staff to ensure it meets high standards of excel