Summary
Overview
Work History
Education
Skills
Websites
Certification
References
Timeline
Generic
NICOLAS GIANOLI ESTEVES

NICOLAS GIANOLI ESTEVES

Carrasco

Summary

I seek to practice mi profession in a challenging environment where my skills, knowledge, passion and attention are used to provide a quality service that meets the needs that arise. I am a proactive and keen person prioritizing teamwork and adaptability to change and circumstances.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Client Relationship Assistant

Trident Trust
02.2023 - Current
  • Strengthen client relationships through consistent follow-up communication and efficient problem resolution.
  • Streamline office operations for enhanced productivity with organized filing systems and task prioritization.

Fixed Income Trader

Global Wealth Management
01.2022 - 01.2023
  • Executing a high volume of trades efficiently and accurately while maintaining compliance with all regulatory requirements
  • Working with fixed income dealers
  • Bloomberg User Level

Associate

Epic Capital Securities Corp
01.2021 - 01.2022
  • KYC checks
  • Accounts opening
  • Transfers of assets and money

Accounting assistant

MGC Advisors
01.2018 - 01.2019
  • Accounting for local and offshore companies, Monthly monitoring of assets of offshore companies, Contribution in tax return

Education

Chartered Accountant -

Universidad de Montevideo

International Baccalaureate -

Stella Maris College

Primary school -

St. Andrew's School

High School -

Stella Maris College

Skills

  • Conflict resolution
  • Organizational capabilities
  • Teamwork
  • Fast learner
  • Spanish
  • English Advanced (IB - IGCSE - FCE)

Certification

  • IGCSE / ICE, University of Cambridge, 2012, English Language, Literature, Business, History, Mathematics, Physics, Spanish
  • FCE, University of Cambridge, 2011

References

  • CPA. Lucía Montegazza, +598 99 620 558, MGC Adisors
  • Agustín Carreto, +598 99 763 320, Epic Capital Securities Corp
  • Juan Luis Pozzi, +598 95 658 601, GWM y ProCapital

Timeline

Client Relationship Assistant

Trident Trust
02.2023 - Current

Fixed Income Trader

Global Wealth Management
01.2022 - 01.2023

Associate

Epic Capital Securities Corp
01.2021 - 01.2022

Accounting assistant

MGC Advisors
01.2018 - 01.2019

Chartered Accountant -

Universidad de Montevideo

International Baccalaureate -

Stella Maris College

Primary school -

St. Andrew's School

High School -

Stella Maris College
NICOLAS GIANOLI ESTEVES