Andrea C Rodriguez Luna
Customer Relationship Management | Sales | Financial Planning | Financial Markets | Lending | Life Insurance
- Role
- Investment Strategist at Native Capital Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Andrea C Rodriguez Luna
Dynamic and interdisciplinary professional with over 6 years of experience in customer relationship management, financial strategic planning, and commercialization of financial products. I have a proven ability to drive business growth through strategic initiatives in sales, marketing, and customer service, consistently achieving KPIs and fostering long-term business relationships. My expertise includes building high-performing teams, developing strong client connections, and managing accounts with a focus on customer satisfaction. I utilize advanced financial planning techniques to help clients define their financial objectives, assess risk tolerance, and develop tailored strategies. My experience includes conducting market research to stay up-to-date with financial trends, preparing financial reports, and ensuring compliance with industry regulations. I am skilled in offering strategic advice on investments, optimizing cash flows, and implementing process improvements. Additionally, I have a strong background in analyzing financial statements, managing budgets, and providing recommendations for investment decisions. My approach combines in-depth knowledge of financial markets with a focus on client needs and long-term growth. I am passionate about delivering exceptional client experiences, problem-solving, and fostering a culture of continuous improvement. Bilingual, with a robust academic background in financial planning, economic analysis, capital markets, and corporate finance. Passionate about innovation, problem-solving, and maintaining a growth mindset in every challenge.
Experience
Investment Strategist
Jul 2024 — Present · Miami, US
Education
Universidad EAFIT
Análisis Financiero y Económico, Planificación y servicios financieros
2017 — 2017
EAE Business School
Magister, Finance and Financial Management Services
2019 — 2020
Universidad Autónoma de Bucaramanga
Ingeniería Financiera, Finance, General
2013 — 2018
Universidad Rey Juan Carlos
Master's Degree, Financial Planning and Services
2019 — 2020
UNSW
Academic English
2018 — 2018
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