Javier Trullols

Experience

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  Barclays

  Jan 2008 - Jan 2009

  Risk Analyst

  Responsible for analyzing potential default SME/MME cases, providing support on diverse tasks for the head of business support and recovery in Spain (Liaison between Madrid & London Banks). Analyzed credit data and financial statements to determine the degree of risk involved in extending credit or lending money, evaluation of customer records, savings data, payment history, and purchase activity.RECOMMENDATION STEPHEN BELL (Head of Business Support & Recovery): Javier is a good worker and a supportive colleague. He shows iniative and will always go the extra mile. I enjoyed working with him and was always of the opinion he would be successful. Show less

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  Citi

  Jan 2010 - Jan 2013

  Management Associate Program / Financial Advisor

  (Citigold Value Proposition):Provided support in the development and implementation of the Citigold Value Proposition (Mutual Funds and Structured Notes) and helped create customer support department for HNWI. Acted as liaison between the product, legal/compliance, SAU, and marketing departments in order to ensure deadline follow through.(Citibusiness – FX / Corporate Banking): Responsible for developing the Citibusiness product guides and cash management proposals. Provided support in structuring and presenting the commercial proposals. (Help Portfolio Management- Credit Cards). Responsible for assisting the product manager in the implementation of balance contention programs, aimed at reducing NCL and delinquency rates by 50% and 20% respectively. Coordinate efforts with different departments in order to ensure correct follow through of key initiatives. (Financial Advisor): My role consisted of advising clients on financial plans utilizing knowledge of tax and investment strategies, securities (bonds, structured notes), insurance, and mutual funds (Closed-End and Open-End funds). Duties included assessing clients assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies (managed a client portfolio of HNWI). Show less

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  Scotiabank

  Jan 2014 - Jan 2015

  Foreign Exchange Manager

  - FX Spot Trader.- Project manager for commodity product aimed at premium clients and institutions.- Responsible for providing (Retail, Commercial, and Corporate Clients) product support for all 64 Scotiabank branches located in Dominican Republic.- Manage exchange rates for all Retail Branches.- Plan and execute financial transactions for Corporate and SME clients.- Managed foreign exchange availability.

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  Banco Promerica de la República Dominicana

  Jan 2015 - Jan 2017

  Private Banking & Investments Manager

  - Wealth Management- Manage investment portfolio of High Net Worth Individuals (HNWI).- Financial Advisory. - Team management.

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  Periódico elDinero

  Feb 2015 - Jan 2022

  Columnist

  Weekly column for elDinero newspaper. Topics: Economy, financial services, investing, financial education, global markets, and banking industry. https://www.eldinero.com.do/opiniones-seccion/econofinanzas/

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  Asociación Nacional de Jóvenes Empresarios (ANJE)

  Jun 2017 - Jan 2023

  Miembro ANJE
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  Invertix EIRL

  Sept 2017 - now

  Managing Director

  - First virtual financial advisory Fintech website in the Dominican Republic => www.invertix.com.do- Investment consulting.- Securities investment portfolio management - HNWI and companies. - Macroeconomic analysis.- Investment courses.

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  Teleradio America

  Jun 2021 - now

  Financial markets and economic analyst

  Weekly on-air TV international financial markets and economic analysis