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
Customer/Client ServiceView LinkedIn profile

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

  1. Client Services Associate

    Cv Advisors

    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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Deborah Braschi — Client Services Associate at Cv Advisors in Miami-Fort Lauderdale, FL, US | Unifers