Lourdes Raquel ROMERO MONTOYA
Street Tumán 255, Monterrico, Surco
Summary
Dynamic CEO and Founder with a proven track record at Inversiones Privadas LRRM, excelling in strategic investment planning and data analytics. Adept at leading digital transformation projects, optimizing workflows, and fostering cross-cultural communication. Recognized for enhancing business resilience and identifying high-return investment opportunities in challenging markets.
Overview
22
22
years of professional experience
1
1
Certification
Work History
CEO &FOUNDER/ Investor
Inversiones Privadas LRRM
Lima
11.2019 - Current
- Lead digital transformation projects with a focus on fintech and strategic consulting.
- Optimize workflows using Power BI, SQL, and VBA for automated financial reporting portfolio.
Resolve connectivity and telecom issues with alternative contact strategies.
Integrate cultural awareness into professional narratives and inclusive leadership.
Reinforce business resilience after pausing the e-commerce investment line in the firm, during the pandemic. - Foresee investment opportunities in stock and index markets, such as NASDAQ, among others, to anticipate growth trends and portfolio expansion.
Independent investor
self-employed
lima
01.2004 - Current
- Invest in diverse Mutual Funds and other banking tools.
- Evaluated several startups, for potential investment.
- Identifyed growth opportunities, across mutual funds, real estate and managing portfolios.
- Specialized in investment strategies accross diverse arenas
Manager Assistant
Corporación SOS Preventiva
Lima
06.2020 - 01.2023
- Assisted in managing and implementing occupational safety services for diverse companies in Perú.
- Developed organizational structure and Standard Operating Procedures (SOP)
- Negotiated international partnerships.
Network Marketer
World Mined S.A.C
Lima
01.2020 - 08.2021
- Led network marketing groups of up to 20 people.
- Conducted foreign currency exchange (FOREX)
International Currency Trader
I MarketsLive
Lima
12.2017 - 12.2019
- Conducted international currency trading (FOREX) and e-commerce operations.
- Led a network marketing group of 10.
- Cass translator
Education
Bachelor of Science - International Business
San Ignacio De Loyola University (USIL)
Lima, Peru07-2020
Mainly marketing and finance courses
Université Du Quebec A Montreal (UQAM)
Montreal, Canada05-2017
Skills
- Strategic investment planning
- Excellent interpersonal and cross-cultural communication skills
- Fluent in English and Spanish
- Proficient in the MS Office Suite
- Data Analytics and Financial Analysis
- Strategic investment planning
- Strong leadership and teamwork abilities
- Proactive and results-driven mindset
- Quickly adaptable to new environments and situations
Certification
Digital Transformation Professional, Massachusetts Institute of Technology Professional Education (MITPE), 2025.
Cultural A Awareness, Massachusetts Institute of Technology Professional Education (MITPE), 2024.
Leadership in innovation, Massachusetts Institute of Technology Professional Education (MITPE), 2024.
Digital Transformation, Massachusetts Institute of Technology Professional Education (MITPE), 2024.
Digital platforms: Development and Decision Making, Massachusetts Institute of Technology Professional Education (MITPE), 2024.
Machine learning: Technology in Decision Making, Massachusetts Institute of Technology Professional Education (MITPE), 2024.
Specialist in Advanced Excel, Peruvian Chamber of Foreign Trade , 2023
• Specialist in KPIs and Power Pivot, Peruvian Chamber of Foreign Trade, 2023
• Specialist in Power BI and Power Query, Peruvian Chamber of Foreign Trade , 2023
• Specialist in SQL Express, Peruvian Chamber of Foreign , 2023
• Specialist in SQL Server, Peruvian Chamber of Foreign , 2023
• Specialist in Google Spread sheets, Peruvian Chamber of Foreign , 2023
• Fintech Revolution: Transformative Financial Services and Strategies, Wharton Business School, University of Pennsylvania (UPENN), 2022
• Entrepreneurship Online Bootcamp (EOB), Massachusetts Institute of Technology (MIT), 2018
Cultural A Awareness, Massachusetts Institute of Technology Professional Education (MITPE), 2024.
Leadership in innovation, Massachusetts Institute of Technology Professional Education (MITPE), 2024.
Digital Transformation, Massachusetts Institute of Technology Professional Education (MITPE), 2024.
Digital platforms: Development and Decision Making, Massachusetts Institute of Technology Professional Education (MITPE), 2024.
Machine learning: Technology in Decision Making, Massachusetts Institute of Technology Professional Education (MITPE), 2024.
Specialist in Advanced Excel, Peruvian Chamber of Foreign Trade , 2023
• Specialist in KPIs and Power Pivot, Peruvian Chamber of Foreign Trade, 2023
• Specialist in Power BI and Power Query, Peruvian Chamber of Foreign Trade , 2023
• Specialist in SQL Express, Peruvian Chamber of Foreign , 2023
• Specialist in SQL Server, Peruvian Chamber of Foreign , 2023
• Specialist in Google Spread sheets, Peruvian Chamber of Foreign , 2023
• Fintech Revolution: Transformative Financial Services and Strategies, Wharton Business School, University of Pennsylvania (UPENN), 2022
• Entrepreneurship Online Bootcamp (EOB), Massachusetts Institute of Technology (MIT), 2018
Personal Information
Date of Birth: 01/23/1986
Address: calle Tumán 255, Monterrico, Surco, Lima Perú.
E-mail: lourdes.romerom86@gmail.com
LinkedIn: www.linkedin.com/in/lourdes-r-romero-montoya-9b525b7a
phone number: +51986355055
Languages
Spanish
Native
Native
English
Proficient (C2)
C2
Portuguese
Intermediate (B1)
B1
French
Intermediate (B1)
B1
Timeline
Manager Assistant
Corporación SOS Preventiva
06.2020 - 01.2023
Network Marketer
World Mined S.A.C
01.2020 - 08.2021
CEO &FOUNDER/ Investor
Inversiones Privadas LRRM
11.2019 - Current
International Currency Trader
I MarketsLive
12.2017 - 12.2019
Independent investor
self-employed
01.2004 - Current
Bachelor of Science - International Business
San Ignacio De Loyola University (USIL)
Mainly marketing and finance courses
Université Du Quebec A Montreal (UQAM)