Walter E Orejuela
Miramar
Summary
Experienced and driven Financial Adviser with over thirty years experience, providing clients with optimal investment advice, estate planning and overall support managing their finance. Professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Proven track record of competitive market share expansion and assisting companies in reaching their goals. Driven and detailed oriented with the ability to thrive in high pressure environments.
Overview
26
26
years of professional experience
Work History
Financial Advisor
GCGAM GLOBAL CAPITAL GROUP ASSET MANAGEMENT
01.2019 - Current
- Advised clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Senior Private Banker
CRÉDIT ANDORRÁ FINANCIAL GROUP
03.2014 - 01.2019
- Cultivated strong customer relationships by providing tailored advice and services.
- Designed investment portfolios considering risk, profile, liquidity requirements, profitability and time horizon for private investor.
Private Banker
BBVA CONTINENTAL - BBVA SWITZERLAND
06.2011 - 01.2014
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Developed tailored solutions to meet individual banking needs.
- Helped clients protect assets through variety of strategies.
- Managed of $50MM in assets, increased AUMs in more than 500% as well as numbers of new clients.
CITIGOLD MANAGER - INVESTMENT & BANKING HEAD
CITIBANK NA
05.1997 - 01.2006
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Individual management of a portfolio of 180 clients, AUMs $50MM
- Supervision and group managing of more than 500 clients, AUMs $120MM
- Considered top producer during all years
Education
Bachelor of Business Administration - Business Administration
UNIVERSIDAD PERUANA DE CIENCIAS APLICADAS UPC
LIMA PERU12.2014
Finance And Control Specialization - SPECIALIST IN FINANCE
UNIVERSIDAD DEL PACIFICO
LIMA PERU06.1999
Skills
- Goals and Performance
- Financial Planning
- Estate Planning
- Portfolio Management
- Investment Advising
- Financial Profiling
Languages
Spanish
Native language
English
Upper intermediate
B2
Timeline
Financial Advisor
GCGAM GLOBAL CAPITAL GROUP ASSET MANAGEMENT
01.2019 - Current
Senior Private Banker
CRÉDIT ANDORRÁ FINANCIAL GROUP
03.2014 - 01.2019
Private Banker
BBVA CONTINENTAL - BBVA SWITZERLAND
06.2011 - 01.2014
CITIGOLD MANAGER - INVESTMENT & BANKING HEAD
CITIBANK NA
05.1997 - 01.2006
Bachelor of Business Administration - Business Administration
UNIVERSIDAD PERUANA DE CIENCIAS APLICADAS UPC
Finance And Control Specialization - SPECIALIST IN FINANCE
UNIVERSIDAD DEL PACIFICO
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