Agustin Martinez Cooper
Delsol 863,Canelones
Summary
Seasoned personal financial advisor with solid experience in developing personalized financial plans, investment strategies, and wealth management solutions. Skilled in client needs assessment, financial analysis, and portfolio management to optimize asset growth and minimize risk. Demonstrated ability to foster trusting relationships with clients, leading to sustained engagement and achievement of individual financial goals. Committed to continuous learning and staying abreast of market trends to provide informed advice.
Overview
30
30
years of professional experience
1
1
Certification
Work History
CFO & Executive Director
Advise Wealth Management
Montevideo, Ciudad
04.2012 - Current
- Co-founder and responsible for the administrative and financial department.
- Directed financial team efforts to meet organizational goals.
- Active board member and acting executive director.
- Designed and executed strategic planning for the company.
- Responsible for company policy.
- Directed treasury operations including cash management functions; monitored foreign exchange exposure risks.
- Analyzed operational processes and implemented continuous improvement initiatives to promote profitability and efficiency.
- Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
- Developed and implemented company policies, setting clear financial and sales targets.
- Recruited and developed high-performing teams to drive organizational success.
- Led and managed the annual accounting audit, ensuring compliance with financial regulations.
Associate Advisor
RBC Investments Uruguay S.A.
Montevideo, Ciudad
01.2005 - 03.2012
- Financial and commercial advice to high net worth clients
- Collaborated with other advisors to develop customized investment strategies for clients.
- Conducted periodic reviews of client accounts to ensure they remain aligned with their goals and objectives.
- Researched current economic conditions, news events, industry changes. to provide up-to-date advice to clients.
- Assessed company operations for compliance with safety standards.
- Provided customer service to clients, including answering questions and resolving complaints.
- Conducted research into the markets, trends, and regulations to ensure compliance with industry standards.
- Assisted clients in developing short-term and long-term financial goals.
Investment Advisor Assistant
RBC Investments Uruguay S.A.
Montevideo , Ciudad
01.2002 - 01.2005
- Administrative and commercial assistance to investment advisors.
- Maintained records of all client activity including trades and portfolio performance reviews.
- Conducted research on investment products for potential investments.
- Provided comprehensive administrative support to Investment Advisors.
- Assisted in the preparation of client presentations, reports, and other documents.
- Assisted in the development of marketing materials for prospective clients.
- Advised customers on financial investment options.
- Preparation of documents, financial reports, and presentations.
- Recognized by the Award of Excellence in 2005.
Treasury Officer and Emerging Markets Trader
Scotiatrust (Uruguay) IFE S.A.
11.1998 - 04.2002
- Created a new network of new relationships and counterparts for the trading department.
- Developed the emerging markets trading department.
- Established new credit lines for trading with multiple counterparts.
- Prepared and presented extensive presentations to open new lines of trading.
- Developed new trading strategies and widened the product spectrum.
- Conducted research on foreign exchange markets and made recommendations regarding currency hedging strategies.
- Developed and implemented treasury policies, procedures and controls.
- Negotiated terms of financing arrangements with banks or other financial institutions.
- Collaborated with external auditors during year-end audits to verify accuracy of financial records.
- Calculated and monitored cash flow position, ensuring sufficient funds are available for operations.
- Maintained relationships with internal departments such as accounting, finance, legal and tax teams.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Provided advice on cash management techniques to optimize liquidity positions.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Administrative Assistant
Quilmes Bank & Trust (Cayman)
09.1996 - 11.1998
- Handled incoming calls and directed callers to appropriate department or employee.
- Managed database systems containing customer contact information.
- Answered questions from customers regarding products and services offered by the company.
- Processed invoices, credit memos, payments, and other transactions as needed.
- Assisted with budgeting processes including tracking expenses against planned budgets.
- Generated monthly expense reports for senior management review.
- Prepared expense reports for senior staff members.
- Participated in special projects as assigned by manager or executive team.
- Reconciled bank statements on a monthly basis.
Salesman and Account Executive
Radio Aviso – Skytel
12.1994 - 08.1996
- Negotiated deals and handled complaints or objections.
- Developed key customer relationships to increase sales.
- Solicited orders from existing customers through phone calls and emails.
- Followed up with customer to identify and resolve service, account, or technical issues and maintain satisfaction.
- Developed and maintained relationships with new and existing clients to increase sales revenue.
- Participated in regular sales meetings to review performance and develop strategies for achieving goals.
- Developed relationships with key accounts to increase sales volume.
- Produced sales documents, finalized deals and filed records.
- Addressed customer questions and concerns regarding products and services.
Education
Bachelor's Degree - Business Management and Administration
Universidad ORT Uruguay
Secondary School -
The British Schools of Montevideo
UruguayPrimary School -
The British Schools of Montevideo
UruguaySkills
- Cash flow analysis
- Financial planning
- Client relationship building
- Portfolio analysis
- Performance reporting
- Wealth management
- Asset allocation
- Compliance requirements
- Product knowledge
- Research
Languages
Spanish
First Language
English
Advanced (C1)
C1
Certification
Conduct and Practice Handbook (CPH), Canadian Securities Institute
Derivatives Fundamentals Course, Canadian Securities Institute
Options License – Foran Financial Institute
Continuing Education Compliance Program, Canadian Securities Institute
Continuing Education, Compliance, and Anti-Money Laundering, RBC Dominion Securities
Senior Associates Program, Royal Bank of Canada, Toronto
Portfolio Management Techniques, Euromoney Financial Training
Cambridge First Certificate in English examination
The International Baccalaureate (IB) Diploma Programme
Timeline
CFO & Executive Director
Advise Wealth Management
04.2012 - Current
Associate Advisor
RBC Investments Uruguay S.A.
01.2005 - 03.2012
Investment Advisor Assistant
RBC Investments Uruguay S.A.
01.2002 - 01.2005
Treasury Officer and Emerging Markets Trader
Scotiatrust (Uruguay) IFE S.A.
11.1998 - 04.2002
Administrative Assistant
Quilmes Bank & Trust (Cayman)
09.1996 - 11.1998
Salesman and Account Executive
Radio Aviso – Skytel
12.1994 - 08.1996
Bachelor's Degree - Business Management and Administration
Universidad ORT Uruguay
Secondary School -
The British Schools of Montevideo
Primary School -
The British Schools of Montevideo