Deborah Braschi
Master of International Business - Florida International University
- Role
- Client Services Associate at Cv Advisors
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Deborah Braschi
Experienced professional in financial sector, including the management of portfolios of high net-worth clients, with demonstrated success in developing and maintaining strong client relationships. Goal-oriented driven by success. Motivated, enthusiastic and innovative team player committed to providing excellent customer service at all times whilst adhering to strict compliance and with high levels of work ethics. Proven track record in exceeding targets and expectations, consistently demonstrating excellent interpersonal and leadership skills and the ability to work both independently or as part of a team towards a common goal. Proficient in Microsoft Office Suite, Bloomberg Terminals, Pershing’s NETX360, Appian, DocuSign, Tableau. Fluent in English and Spanish.
Experience
Client Services Associate
Oct 2025 — Present · Aventura, FL, US
Education
Florida International University - College of Business
Bachelor of Business Administration, Finance
2009 — 2011
Universidad Metropolitana (VE)
Bachelor's degree, Business/Managerial Economics
2003 — 2006
Florida International University - College of Business
Master of International Business, Business Administration and Management, General
2016 — 2017
Miami Dade College
Associate of Arts, Business Administration
2007 — 2008
Skills
- Strategic Planning
- Financial Analysis
- Negotiation
- Retail Banking
- Microsoft Excel
- Microsoft Office
- Sales
- Analytical Skills
- Management
- Banking
- Analysis
- Corporate Finance
- Spanish
- Business Planning
- Operations Management
- Commercial Banking
- Leadership
- Financial Reporting
- Investment Banking
- Deposits
- Payments
- Series 99
- Private Banking
- Business Strategy
- Cross Selling
- Financial Services
- Finance
- Project Planning
- Aml
- Team Leadership
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