Daniel Olarte

•Preparation of national and international business cases •Development and care of national and international customer, partner, and investor relationship •Coordination between international sales, project management and national product management •Preparation and development of internationalization of the company

•Focused on client portfolio reviews •Created and edited client investment proposals •Responsible for client monthly and annual portfolio performances reports •Learned about the various kinds of products offered and what investments are most suitable to certain clients •Responsible for the account opening process for individuals and companies

•Gained comprehensive overview of private banking operations •Created and edited client-oriented portfolios and letters •Listened in on sales calls, worked with Bloomberg, shadowed bankers and investment managers •Translated letters and client-oriented pitchbooks from English to Spanish and vice versa

•Responsible for organizing and managing data for electronic press kits and the website’s maintenance •Created a portfolio of articles and ads relating to St. Regis Anguilla •Managed and updated the database of all potential and existing clients

•Edited proposals, letters and handbooks for current and prospective athletes •Assisted in developing proposals for prospective athletes with SFX baseball group •Translated letters and handbooks from English to Spanish and vice versa