Axel Otero

Financial Strategist & Consultant @Allgen Financial Advisors

Orlando, FL, US
EMAILS
o••••@allgenfinancial.com
MOBILE NUMBERS
+14•••••••35

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WORK HISTORY

May 2023 — Present

Financial Strategist & Consultant @Allgen Financial Advisors

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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

1997 — 2002

Universidad de Puerto Rico

BS, Management

2002 — 2005

Inter-American University of Puerto Rico-Metropolitan Campus

MBA, Finance

SKILLS

Wealth ManagementMarket RiskLiquidity ManagementBloomberg TerminalFinanceTreasury ManagementBloombergBankingRisk ManagementAlmCapital MarketsHedgingBondsFx TradingTreasuryDerivativesFinancial AnalysisInvestment StrategiesFinancial RiskPortfolio ManagementFixed Income

ABOUT AXEL OTERO

Results oriented, with more than 20 years of work experience in the banking, finance and…

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