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Miguel A Moctezuma

About

Detail

Quintana Roo, Mexico

Timeline

work
Job
school
Education

Résumé

Jobs verified_user 0% verified
  • C
    BUSINEES DEVELOPMENT REP·
    CANCUN, QROO. MEX.
    Aug 2022 - Current (3 years 10 months)
    • Contacting prospects through various channels. • Coordinating meetings with prospects. • Monitoring campaigns on digital channels. • Managing accounts and contacts in CRM. (Hubspot).
  • I
    REMOTE ADMINISTRATIVE OFFICER·
    IPG (TUCSON AZ TEAM)
    Jan 2021 - Current (5 years 5 months)
    • Account opening process. • Assistance in transfer process (WT). • Preparation of special investment reports. • Operational monitoring (BO). • Customer support and attention. • Investment analysis and reconciliation.
  • K
    BUSINEES DEVELOPMENT REP·
    KNOGIN (TPC)
    Jan 2020 - Jun 2021 (1 year 6 months)
    • Lead development and management. • Contacting prospects through various channels. • Managing and coordinating meetings with prospects. • Active participation in coaching events. • Management of different CRM platforms (Hubspot, Outreach, Apolo.)
  • M
    ADMINISTRACION Y FINANZAS
    MARCHE DINAMICA INMOBILIARIA, S.A. DE C.V.
    Jul 2018 - Jan 2019 (7 months)
    • Relationship with clients. • Coordination and control of payments to contractors. • Monitoring the progress and development of projects with contractors and areas involved in the company.
Education verified_user 0% verified
  • C
    Certificación AMIB III: Asesor en Estrategia de Inversión.
    Oct 2015
  • A
    Amicorp's Cross Border Investment Structure in the Age of Transparency: BEPS and CRS.
    Jun 2015
  • C
    Certificación AMIB Figure I: Promotor de Sociedades de Inversión.
    Sep 2002
  • S
    Series 65 Investment Advisor Representative.
    Apr 1998
  • N
    Global Custody Seminar
    New York Institute of Finance.
    Jul 1997