Axel Otero
Let\'s build together Financial Strategies for every stage of your life.
- Role
- Financial Strategist & Consultant at Allgen Financial Advisors
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Axel Otero
Results oriented, with more than 20 years of work experience in the banking, finance and…
Experience
Financial Strategist & Consultant
May 2023 — Present · Orlando, FL, US
Over the last 2 decades of working with major finance corporations, I\'m ready to take the strategies I learned and help small business owners and people thrive, through financial education and achieving their goals.
Education
Universidad de Puerto Rico
BS, Management
1997 — 2002
Inter-American University of Puerto Rico-Metropolitan Campus
MBA, Finance
2002 — 2005
Skills
- Wealth Management
- Market Risk
- Liquidity Management
- Bloomberg Terminal
- Finance
- Treasury Management
- Bloomberg
- Banking
- Risk Management
- Alm
- Capital Markets
- Hedging
- Bonds
- Fx Trading
- Treasury
- Derivatives
- Financial Analysis
- Investment Strategies
- Financial Risk
- Portfolio Management
- Fixed Income
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