Paola Urquidi
Highland Beach
Summary
Dynamic and results-driven leader with a robust background in strategic management and organizational growth. Expertise in developing and executing effective business strategies, optimizing processes, and enhancing team performance to achieve measurable outcomes. Recognized for adaptability and collaborative spirit, consistently delivering results in fast-paced environments. Strong communication and problem-solving skills complement a commitment to fostering a productive and positive team culture.
Overview
17
17
years of professional experience
Work History
Director, Exchange Sales & Relationship Management
Bullish
09.2022 - 09.2025
- Led sales strategy and the development of the Latin American market, establishing key relationships with institutional clients and onboarding strategic partners across the region.
- Drove institutional client acquisition, focusing on hedge funds, proprietary trading firms, OTC desks, and crypto-native firms.
- Built and maintained high-impact relationships with key LATAM clients, ensuring consistent trading activity and strong client retention.
- Designed tailored platform offerings with internal product, marketing, and compliance teams to meet regional client needs in emerging markets.
- Developed and executed go-to-market strategies for new features and products, contributing to overall exchange volume growth and market share expansion.
- Lead Liquidity as a Service (LAAS) initiative in Latam, driving strategy around new token and Stablecoin listings, including onboarding issuers and liquidity provisioning.
- Collaborated closely with internal Coindesk partners to design and deliver an integrated group offering, combining liquidity provisioning, exchange listing, and media exposure for token projects.
- Represented Bullish at industry events, conferences, and panels across the Americas, positioning the firm as a leader in institutional digital asset trading.
Vice President / Relationship Manager
HSBC Bank USA
02.2012 - 08.2022
- Managing and growing a $800MM book of business.
- Grew revenues by 40% and AUM by 19% during the first year, 15% revenue and 12% AUM increase during the second year.
- Portfolio Hedging, Currency Hedging, and Currency Arbitrage for Corporate and Private Clients.
- Lead sales strategies and proposals for international institutionalized clients.
- Deliver investment advice to clients across a variety of asset classes (equities, fixed income, alternatives, commodities, currencies) and structured products (derivatives, structured notes, hedge funds, private equity).
- Work with clients to exploit interest rate differentials between Latam currencies through exotic derivative trading strategies.
- Sustain and build relationships with private investors.
- Work closely with Investment Banking as part of the overall client coverage team.
- Advised clients on Portfolio Construction, Investment Recommendation, Strategy, and Portfolio Management.
Vice President / Financial Advisor
UBS International Financial Services
05.2016 - 01.2020
- Responsible for identifying, attracting, and developing new and existing international clients to increase assets under management and revenue growth.
- Coordinated relationship between internal solution teams and clients to efficiently cross-sell and attain clients' objectives.
- Built a book of business with AUMs over US$400MM.
- Developed a family office-tailored platform for UHNW Latin American clients.
- Led business initiative to create a joint venture between the Investment Bank and Wealth Management, resulting in a 10% increase in revenue from cross-selling services to existing clients.
Associate / Private Banker
JP Morgan Chase
08.2013 - 04.2016
- Co-managed a $2 billion dollar book of business, as well as managed own book of $280 million.
- Grew assets under management by 15% and revenues by 10% per annum.
- In charge of relationship management and development of existing clients.
- Creation of Investment proposals and sales pitches for prospective clients, following up on progression and results.
- Focused on actively identifying clients' goals and initiating cross selling in order to further relationships.
- Co-Managed a team of five analysts, focused on financial education, portfolio growth, client engagement and mentorship.
Consultant/Internship
180 Degrees Consulting Co.
02.2012 - 06.2012
- Participated and led the development of strategies for different projects focused on the effects of digital media on the mentally disabled.
- Prepared a strategic plan for event coordination, attraction of corporate attendance, sponsorship, developers of digital solutions, and marketing.
Relationship Associate / Financial Analyst
Credit Suisse
08.2008 - 12.2010
- Developed customized financial strategies tailored to Latin-American clients.
- Responsible for developing relationships and account management for over 100 accounts. Activities included: sales pitches, order execution, processing and settlement of trades.
Education
Masters of International Business Administration - International Risk, International Business Strategy & Alliances, Capital Markets and Corporate Finance, International and Global Marketing
University of Sydney
06.2012
Medical Doctor-MD - UAG School of Medicine
Universidad Autonoma de Guadalajara
12.2005
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Universidad Complutense
12.2001
Skills
- Digital Assets
- Institutional Client Relationship Management
- Investment Advice
- Strategic Planning
- Client Acquisition
- Business Management
- Existing Customer Strategy
- Account Management
- Financial Services
- Sales
- Languages: English and Spanish
- Computer: Microsoft Office, Outlook Express, Bloomberg, Thompson Reuters, FactSet Marquee, NetExhange Pro
- Relationship building
- Strategic planning
- Verbal and written communication
- Decision-making
EXTRACURRICULAR ACTIVITIES
BBH USA Strategist Apprenticeship- Griffin Farley's Beautiful Minds Program 2019 Operation Backpack UBS Volunteer 2016-2019 Cards forHospitalized Kids Volunteer UBS 2017-2019 New York Common Pantry Volunteer 2019 Credit Suisse Miami Corporate Run Team Co-Captain 2010 Hands On Miami Volunteer 2009 Miami Learning Experience for Mentally Disabled Volunteer 2008 UAG Soccer Team Captain 2005
Timeline
Director, Exchange Sales & Relationship Management
Bullish
09.2022 - 09.2025
Vice President / Financial Advisor
UBS International Financial Services
05.2016 - 01.2020
Associate / Private Banker
JP Morgan Chase
08.2013 - 04.2016
Vice President / Relationship Manager
HSBC Bank USA
02.2012 - 08.2022
Consultant/Internship
180 Degrees Consulting Co.
02.2012 - 06.2012
Relationship Associate / Financial Analyst
Credit Suisse
08.2008 - 12.2010
Medical Doctor-MD - UAG School of Medicine
Universidad Autonoma de Guadalajara
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Universidad Complutense
Masters of International Business Administration - International Risk, International Business Strategy & Alliances, Capital Markets and Corporate Finance, International and Global Marketing
University of Sydney
Hobbies and Interests
Leisure: Crossfit, Trail running, Golf, Equestrianism, Soccer, and avid traveler (traveled to 25+ countries)
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