Florencia G.

Vice President of Enterprise Development @Balanz Usa

Miami, US

Team: connecting local and international teams to foster business, based on strong relationships with the many stakeholders within the company, including the shareholders and Board of Directors, and understanding of cultural backgrounds, which requires not only technical expertise but also a tactical use of emotional intelligence.• Initial Set up & Business Solutions: with deep understanding of regulation requirements and business necessities, assisting the senior management in the design and implementation of new business lines, workflows, and procedures.• Relationship Management: responsible for developing and maintaining relationships with Special Clients and counterparties such as Fund Managers, Custodian Banks, and other domestic and international financial institutions. • Technology: leader of implementation of technology solutions to support advisory business in collaboration with IT and Development teams (Microsoft 365, Addepar, Salesforce).• Client Support: responsible of meeting Financial Advisor’s and their Client’s needs in terms of products and services, such as customization of reports, opening lines with counterparties, enabling products with custodians. • Training: presentation of periodic webinars to teams based in Argentina and Uruguay introducing new products and services.