Benjamin Perez Burillo

• Managed day-to-day operations across a multi-asset family office, supporting real estate holdings, investment portfolios, and internal financial processes. • Built and maintained budgets, cash flow models, and financial projections to support portfolio decisions and operational planning. • Supported investment management activities, including performance tracking, financial modeling, and analytical reporting across public and private markets. • Coordinated client services and prepared materials for internal and external meetings, ensuring accurate financial reporting and clear stakeholder communication. • Conducted research on potential investments and strategic initiatives, delivering data-driven insights to support senior decision-making. • Participated in meetings with prospective institutional partners, assisting with due diligence, presentation materials, and follow-up analysis. • Contributed to the development of the family office’s consulting platform, driving client outreach, building investor and client-facing presentations, and supporting marketing strategy and positioning.

• Managed a team of four interns focused on outbound business development for a search fund, overseeing daily activity, performance tracking, and accountability. • Led client outreach and cold-calling initiatives, sourcing proprietary deal flow through direct engagement with business owners and intermediaries. • Built and managed broker relationships, conducting targeted outreach to identify active mandates and expand deal sourcing channels. • Led the development of a niche vertical focused on art storage and logistics, conducting market research and driving targeted outreach to relevant companies and industry participants. • Developed pitch decks and presentation materials used in investor communications and acquisition discussions. • Conducted market and company research to identify acquisition targets and support investment theses. • Implemented structured workflows and tracking systems for dials, conversations, and bookings to improve team productivity and reporting. • Trained and coached interns on cold-calling techniques, objection handling, and professional communication standards.

•Developed and managed tailored financial plans for high-net-worth and retail clients, focusing on investment, retirement, and risk management strategies. •Utilized an open-architecture platform through LPL Financial, providing access to a broad range of non-proprietary financial products and solutions tailored to client needs across multiple institutions. •Executed proactive client outreach campaigns, generating a consistent pipeline of new prospects through ZoomInfo and LinkedIn Recruiter. •Conducted comprehensive portfolio reviews along with senior partners and implemented asset allocation strategies. •Proven cold-calling execution, driving over 50 qualified client appointments a week.

•Creating data collection systems to retrieve feedback from members and students, helping the board improve its decisions and mission strategies going forward. •Designed and organized campaigns for speakers’ events from Fortune 500 company presenters. •Contacted, managed, and hosted an event with the former Director of Corporate Banking at Banamex and former CEO of Julius Baer Mexico. •Developed and implemented strategies based on market research to change the organization’s marketing, communication, and events. •Researched, wrote, designed, and published a finance newsletter surrounding LATAM events bi-monthly.

•Created spreadsheets analyzing marketing campaigns from over 15+ competitors across 4 continents. •Analyzed and compared pricing decisions made by competitors, adjusting for region, product certification, and promotion. •Analyzed market Amazon seller strategies related to direct searches, keywords, costs per click, and pricing. •Worked alongside Villars Institute to help promote the institute’s environmental, energy, and biodiversity goals through managing clients and transportation of the 2023 Villars summit.

Graduated with IB Diploma HL Subjects: Design Technology-Economics-English A Language & Literature SL Subjects: German AB Initio-Italian AB Initio-Mathematics Applications & Interpretations