Ricardo Jimenez

Ricardo Jimenez  new_releases

About

Detail

Registered Representative at Primerica
Miami, Florida, United States

Contact Ricardo regarding: 
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Full-time jobs

Timeline


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school
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Résumé


Jobs verified_user 0% verified
  • Primerica
    Registered Representative
    Primerica
    Jan 2021 - Current (5 years)
    - Engages in the provision of financial products for the Families. - Operating through Term Life Insurance, Investment and Savings Products, and Corporate and Other financial products.
  • N
    Senior Business Consultant
    Nicmac
    Jan 2018 - Aug 2023 (5 years 8 months)
    - In this role Ricardo support multiple projects and support project managers in process design and implementation to improve the efficiency and effectiveness of client operations with a balanced approach. - Focused on increasing revenues and reducing costs.
  • Éfika Business Consulting
    Regional Director – Senior Relationship Manager
    Éfika Business Consulting
    Mar 2013 - Dec 2017 (4 years 10 months)
    - In this role, Ricardo prospected new business and enhanced existing relationships with Bank’s owners and its top-level decision Management. - Applying the best business and technical practices and functions to success, and achieve the client's expectation.
  • S
    Customer Relationship Manager
    State Trust
    Oct 2008 - Feb 2013 (4 years 5 months)
    - At State Trust, Ricardo sourced and managed clientele of high net worth individual's portfolios and oversaw private investments including banking services, insurance products, and FX. - He carried out risk analysis to calculate the creditworthiness of the clientele, individuals and companies. - Since inception of State Trust Bank, he was responsible to produce Deposit and Loans portfolio.
  • B
    Credit Risk Consultant – NicMac
    Banco Pichincha & Americatel
    Sep 2006 - Sep 2008 (2 years 1 month)
    - As Credit Risk Consultant, Ricardo was responsible for performing credit risk consulting projects providing and implementing new policies and procedures to bring the Bank up to regulation standards in Corporate and Individual Credit Risk. - As a independent consultant provided forensic analysis of the financial and accounting statements of Americatel, a telecommunications company in Miami.
  • C
    Senior Relationship Manager - International Private Banking
    Credit Lyonnais - Credit Agricole Group
    Jun 2005 - Sep 2006 (1 year 4 months)
    In his role as the Director of International Private Banking, Ricardo was tasked with management and the strategic growth alongside being accountable for the client experience and delivering a complete wealth management solution to the clients of High Net Worth Individuals in Chile, Ecuador and Venezuela. He conducted risk analysis to calculate the creditworthiness of the clientele, individuals and companies; identified and mitigated credit risks, made recommendations on appropriate credit structure, and effectively articulated bank recommendation to clients and prospective clients. He led to establish and expand client relationships, including solicitation of new deposits, credits, trust, and investment services to fulfill client needs. ●
  • B
    Business Development Manager
    Banco de Chile - Miami Ageny
    Oct 1994 - May 2005 (10 years 8 months)
    As the Business Development Manager, Ricardo collaborated with the management in formulating business development strategies for high net worth individuals, corporations, and financial institutions operating in Latin America. He strengthened relationship with potential private bank clients; identified business opportunities, negotiated and closed business deals and ensured credit extension is within policy and applicable laws and regulation. Products: Fixed Income and Assets, Management, Treasury and Capital Market products, including Spot and Forward Lines of Credit, Swaps, Futures and Options Other customized products included: Structured Finance, Counter Trade, Forfeiting, Factoring, direct or indirect Trade Financing, and non-financial
  • Banco del Estado de Chile
    VP of Correspondent Banking and Trade Operations
    Banco del Estado de Chile
    Mar 1991 - Oct 1994 (3 years 8 months)
  • Banco del Estado de Chile
    VP of Foreign Trade Operation Area
    Banco del Estado de Chile
    Jan 1989 - Feb 1991 (2 years 2 months)
  • B
    Chief Executive Officer
    BANCO ANDINO S.A
    Feb 1987 - Dec 1988 (1 year 11 months)
  • Banco del Estado de Chile
    VP of Finance Operation Area
    Banco del Estado de Chile
    Jan 1983 - Dec 1986 (4 years)
Education verified_user 0% verified
  • I
    Applied Strategic Planning Practices for Managers, Strategic Planning
    ICARE Business Institute, Santiago, Chile
    Feb 2011
  • Banco del Estado de Chile
    Risk Analysis & Credit Management, Credit Risk
    Banco del Estado de Chile
    Feb 2010
  • Pontificia Universidad Católica de Chile
    Information Technology Systems for Managers , IT Systems
    Pontificia Universidad Católica de Chile
    Feb 2003
  • Universidad Adolfo Ibáñez
    MBA, Business Administration and Management
    Universidad Adolfo Ibáñez
    Jan 2002 - Dec 2003 (2 years)
  • S
    Foreign Trade, Import, Export and Trade Finance
    School of Foreign Trade of Santiago, Chile
    Feb 2001