José Roberto Montero Bravo

José Roberto Montero Bravo

Property Sales Analyst

Followers of José Roberto Montero Bravo540 followers
location of José Roberto Montero BravoCosta Rica

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  • Timeline

  • About me

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

  • Education

    • Bolsa Nacional de Valores de Costa Rica

      2018 - 2018
      Formación Profesional de Grado Superior Programa de Formación de Agentes de Bolsa
    • INCAE Business School

      2016 - 2016
      Young Leadership Program
    • Universidad Fidélitas

      2017 - 2018
      Licenciatura Administración de Negocios con Énfasis en Finanzas y Banca
    • INCAE Business School

      2016 - 2016
      Young Executive Program
    • ULACIT

      2014 - 2016
      Bachillerato Administración de Negocios Cum Laude Probatus
  • Experience

    • Banco Nacional

      Jan 2016 - Aug 2016
      Property 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 2020
      Director 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 2021
      Investment Advisor

      ARPV 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 2022
      Business Development Manager

      EXO 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 - now
      • Wealth Management Advisor - Institutional Clients

        Sept 2024 - now
      • Investment Advisor

        Apr 2023 - Aug 2024
  • Licenses & Certifications

    • The 7 Habits of Highly Effective People

      FranklinCovey
      Jan 2013
    • Analítica Financiera: Pronóstico, Modelado y Optimización

      University of Pennsylvania
      Aug 2022
      View certificate certificate
    • Appreciative Inquiry Workshop

      Pepperdine University
      May 2015
  • Volunteer Experience

    • Asistente contable

      Issued by Cruz Roja Costarricense on Jan 2013
      Cruz Roja CostarricenseAssociated with José Roberto Montero Bravo
    • Vicepresidente estudiantil de la Facultad de Admnistracion de Negocios

      Issued by Universidad Latinoamericana de la Ciencia y la Tecnología (ULACIT) on Jan 2015
      Universidad Latinoamericana de la Ciencia y la Tecnología (ULACIT)Associated with José Roberto Montero Bravo
    • Asistencia social a niños y jovenes

      Issued by Asociacion obras del Espiritu Santo on Jan 2014
      Asociacion obras del Espiritu SantoAssociated with José Roberto Montero Bravo