
José Roberto Montero Bravo
Property Sales Analyst

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About me
Wealth Management Advisor - Institutional Clients at Mercado de Valores de Costa Rica
Education

Bolsa Nacional de Valores de Costa Rica
2018 - 2018Formación Profesional de Grado Superior Programa de Formación de Agentes de Bolsa
INCAE Business School
2016 - 2016Young Leadership Program
Universidad Fidélitas
2017 - 2018Licenciatura Administración de Negocios con Énfasis en Finanzas y Banca
INCAE Business School
2016 - 2016Young Executive Program
ULACIT
2014 - 2016Bachillerato Administración de Negocios Cum Laude Probatus
Experience

Banco Nacional
Jan 2016 - Aug 2016Property Sales Analyst- Developed +100 award reports, review of discounts and registration of offers in all auctions made by the bank.- Contribution in the design, development and implementation of an app for the sale of bank assets to facilitate and make available to everyone each property for sale by the bank.

Muebles Elegant Ltda
Sept 2016 - Mar 2020Director de Proyectos- Developed of +30 budgets for free zone projects, hotels, hospitals and apartments seeking to optimize the costs and expenses of each of the quotes.- Analysis and performance of cost accounting, reducing 30% the expenses incurred by the company in the 2019-2020 period. - Management and optimization of personnel in the realization of multiple projects.- In charge of supervising and coordinating the installation of the product in projects carried out in different areas of the country. Projects: -Align Technology ((San Antonio Business Park Free Zone and La Lima Free Zone)-Asociación Obras del Espiritu Santo (Cristo Rey, San Jose, Costa Rica)-Four Season Resort (Peninsula Papagayo, Guanacaste, Costa Rica) -Blue Medical (Mall Plaza Real Cariari, Belen, Heredia)-Residencial Veredas (Alajuelita, San Jose, Costa Rica) Show less

ARPV Capital Partners
Apr 2020 - Oct 2021Investment AdvisorARPV Capital Partners Ltd is highly specialized investment management firm focused in international capital markets.- Provides investment advisory to institutional investors and high net worth individuals- Involved in all aspects of the business development process and invested relation, from research and development to trade execution with the implementation of Adaptive Decision Making Algorithm (ADMA).

EXO Capital Group
Oct 2021 - Dec 2022Business Development ManagerEXO Capital is an independent technology-driven investment management firm created through a strategic alliance between ARPV Capital Partners and SciTheWorld (SW). The company applies algorithmic strategies run on machine learning techniques developed on SW’s technology and backed by a combined 20 years of R&D across multiple markets.EXO Capital combines SW’s award-winning Algorithmic Finance capabilities and extensive trading desk experience with ARPV’s futures, options, and commodities expertise, research, and extensive sales network. Show less

Grupo Financiero Mercado de Valores de Costa Rica
Apr 2023 - nowWealth Management Advisor - Institutional Clients
Sept 2024 - nowInvestment Advisor
Apr 2023 - Aug 2024
Licenses & Certifications

The 7 Habits of Highly Effective People
FranklinCoveyJan 2013- View certificate

Analítica Financiera: Pronóstico, Modelado y Optimización
University of PennsylvaniaAug 2022 
Appreciative Inquiry Workshop
Pepperdine UniversityMay 2015
Volunteer Experience
Asistente contable
Issued by Cruz Roja Costarricense on Jan 2013
Associated with José Roberto Montero BravoVicepresidente estudiantil de la Facultad de Admnistracion de Negocios
Issued by Universidad Latinoamericana de la Ciencia y la Tecnología (ULACIT) on Jan 2015
Associated with José Roberto Montero BravoAsistencia social a niños y jovenes
Issued by Asociacion obras del Espiritu Santo on Jan 2014
Associated with José Roberto Montero Bravo
Languages
- inInglés
- esEspañol
- frFrances
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