luis salazar

luis salazar

director

About

As a Financial Mentor, I can provide assistance on a range of financial issues – from evaluating needs to helping clients grow their assets. I have experience in building and maintaining close client relationships, founded on the basis of trust, respect and integrity. I work tirelessly to help my clients achieve their goals. This is a promise I make, and intend to keep.

Country

united states

City

san francisco

Industry

financial services

Skill

strategic planning, personal financial planning, financial analysis, multicultural education, latin america, estrategia empresarial, microsoft office, liderazgo de equipos, estrategia de mercadotecnia, liderazgo, plan de negocio, business strategy, marketing strategy, estrategia, mercadotecnia, team leadership, management, market research, new business development, executive coaching, international project management, project management, gerencia de proyectos, leadership, strategic financial planning, wealth management services, financial planning, acceso a mercados, multicultural, diabetes, coaching personal, business inteligence, entrepreneurship, business plan, habilidad analitica, orientado al cliente, trabajo en equipo, adaptabilidad, capacidad de aprendizaje, integralidad, compromiso, toma de decisiones

Experience

gurufinanciero

financial mentor and financial professional

gurufinanciero

2005-10 - Present · 21 yrs

* Assisted clients in identifying personal goals, developing leadership skills and planning career / investments moves. * o Increased client satisfaction rating 100% by providing fantastic, personalized service to every client. * o Executed all trades, wrote plans and managed internal systems for practice serving over 500 high value clients. * o Developed professional relationships with nearly 3.500 clients * o Developed several business scenarios in order to identify and monitor key business drivers and risks (decrease risks in 25%). * Responsible for the management of the company’s VIP accounts (Colgate, Kraft, Mondelez, Cadbury, Roche, Bancolombia, Nutresa, Universidad Javeriana, etc) . * Meet monthly goals linking new clients (companies and individuals) of 100% in the last three years, using a personal, face-to-face approach that built trust and emphasized personal service.

the nature conservancy

international consultant

the nature conservancy

2018-4 - Present · 8 yrs 6 mos

Building financial models Agriculture Systems

cincinnati public schools

interpreter

cincinnati public schools

2018-4 - Present · 8 yrs 6 mos

An interpreter's role is to facilitate communication between two or more people who use different languages, being either spoken or signed. ... The interpreter is not responsible for what is said by either party, but is responsible for ensuring that everything that is said is communicated accurately in the other language.

indian hill high school

assistant soccer coach

indian hill high school

2017-4 - 2017-10 · 7 mos
chamber of commerce

project director and consulting manager

chamber of commerce

1997-4 - 2006-4 · 9 yrs 1 mo

director

colombia navy

naval officer

colombia navy

1985-7 - 1991-6 · 6 yrs

* Colombia Navy, is the naval branch of the military forces of Colombia. The Navy is responsible for security and defence in the Colombian zones of both the Atlantic (Caribbean) and Pacific oceans) * Addy officer, ship crew ARC Independiente and ARC Gloria * Naval officer with duties on board and administrative tasks

financiera compartir

regional manager

financiera compartir

1996-4 - 1997-4 · 1 yr 1 mo

* Commercial finance company - focused on small companies) * Define the administrative, commercial and financial policies of the regional office. * Financial portfolio management (business credit, consumption, leasing, factoring.) * Financially analysis credit applications, regional committee direction, establish guarantees for maintaining commercial equilibrium and put forth recommendations to the general management. * Be accountable for loan and collection goals. * Develop commercial strategies according to the various company targets. * Deal with legal matters such as forming relationships with notary public offices, mortgage management, securities, policies, and judicial expenses. * Audit various regional processes and jobs.

colcomp

south-western colombia regional manager

colcomp

1995-6 - 1996-4 · 11 mos

* IT consulting company hardware, software, communications projects) * Administrative and commercial planning for regional office performance. * Co-ordination of administrative matters, management of human resources, accounts due, inventory, national and international suppliers, formation of relationships with financial institutions. * Set sales objectives and marketing plans for various strategic and business units.

saba consulting

senior consultant and vip accounts manager

saba consulting

1998-9 - 2017-5 · 18 yrs 9 mos
inter-american development bank

consultant entrepreneurship and financial mentoring

inter-american development bank

2006-8 - 2007-7 · 1 yr

* Having advised 45 business plans / companies. Incorporation, project implementation. * Comprehensive Strategic Management.

unctad

international consultant and project member fdi gateway

unctad

2002-1 - 2002-12 · 1 yr

* Promote foreign investment in Latin America * Design the conceptual model to promote foreign investment * Lead the development team (web site foreign investment gateway)

grupo bancolombia

credit analyst

grupo bancolombia

1995-1 - 1995-6 · 6 mos

* Commercial finance company - focused on big companies– Company leader in Colombia ) * Draw up financial analyses and studies (qualitative and quantitative) on requested operations and make recommendations on the viability of them to the regional manager and company presidency. * Prepare financial statements on business and corporate bank clients. * Analyzed financial information to establish business forecasts for use in making management decisions. * Analyzed Quarterly P&L and Balance Sheet summary Actual vs. Budget vs. Reforecast submission and provided findings to general manager. * Verify references and trajectories of clients within the financial sector.

colpatria

sales manager

colpatria

1994-3 - 1995-1 · 11 mos

* Commercial finance company - focused on personal loans – Company leader in Colombia in this segment ) * Select and manage the sales force (telemarketing, phone sales, outside sales force) * Draw up marketing strategies to bring in potential financial clients. * Draw up statistical reports on the commercial department for the general management.

prudential financial

financial advisor

prudential financial

2017-5 - 2019-2 · 1 yr 10 mos

* Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs * Develops customized ideas and solutions for each client * Specializes in helping clients meet their protection needs through a variety of insurance products

universidad icesi

entrepreneurship professor

universidad icesi

2008-7 - 2016-7 · 8 yrs 1 mo

* Universidad Icesi is a private university located in Cali, Colombia. Founded in 1979 by a group of businessmen in the region, the university offers undergraduate programs, specializations and master's degree studies) Responsibilities: * Addressing students assigned (average rating for student satisfaction - excellent range 95%). * Assist students (more than 500) with clarifying values and goals; counsel students regarding educational options, requirements, policies and procedures * Monitor and evaluate students educational progress by conducting academic progress audits * Assist with the planning and implementation of student orientations, program information sessions, program forums, academic workshops and other related events * Senior mentor technology APPS projects (more than 50) - Government ICT Ministry program * SUGAR Network project advisor Universidad Javeriana - Stanford University

Education

xaveriana university

xaveriana university

1991-1 - 1994-1 · 3 yrs 1 mo
universidad icesi

universidad icesi

2010-1 - 2011-1 · 1 yr 1 mo
universidad icesi

universidad icesi

1995-1 - 1997-1 · 2 yrs 1 mo
pontificia universidad javeriana

pontificia universidad javeriana

1991-1 - 1994-1 · 3 yrs 1 mo
escuela naval 'almirante padilla'

escuela naval 'almirante padilla'

1985-1 - 1989-1 · 4 yrs 1 mo

luis salazar's Contact Information

Email

******@***.com

Phone

(**) *** ****

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