Geovanny Galindez Otero
Client Services Associate @Citi
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WORK HISTORY
Client Services Associate @Citi
Miami, FL, US
Applying specialty knowledge (capital markets, Bloomberg, Reuters), securities industry best practices, relaying concise/logical information in a sensitive manner to cater to a portfolio of 300+ individuals among personal and business relationships with universal backgrounds.• Provide high level of support to Securities Specialists, client market updates, new account opening, documentation review/approval, wire transfers, journals, stock transfers, account maintenance, performance reporting, Executive Financial Services.• Build and maintain relationships of trust with client base, be familiar with client\'s investment goals while evaluating investment solutions and offerings, manage high call volume, screen and prioritize responsibilities, take initiative with client inquiries.• Depending on business model, liaise with Private Banking Universe including Private Bankers, RO\'s, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, RelationshipManagers, Investment Counselors for a universe of 900MM+ AUM.
EDUCATION
Universidad Rafael Urdaneta
Bachelor of Laws - LLB
Universidad Rafael Belloso Chacín
Bachelor of Engineering - BE, Management of petroleum reservoir
Universidad del Zulia
PETROLEUM ENGINEER, Ingeniería del petróleo
Universidad Rafael Belloso Chacín
Bachelor of Laws - LLB, Procedural Criminal Law
ABOUT GEOVANNY GALINDEZ OTERO
Tenacious representative possessing dynamic interpersonal expertise for developing fruitful customer relationships. Adept mediator of client requirements and organizational interests promoting mutually beneficial deals.Professionalism is at the center stage. Possessing skills in engineering, law, banking, finance, and corporate settings, allow me to communicate clearly, and effectively.Honesty, transparency and trust are paramount in my relationship with clients, owners, coworkers, and supervisors alike. Let\'s team up! start the conversation, engage, develop business, and create winner avenues for everybody involve.
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