Jeancarlo Pallais
Director of Sales @Finantia
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WORK HISTORY
Director of Sales @Finantia
Miami, FL, US
EDUCATION
University of Florida
Bachelor of Science (B.S.), Finance
Florida International University
Master of Science (M.S.), Finance
Utrecht University
European, Cultural, and Business Studies
SKILLS
ABOUT JEANCARLO PALLAIS
Experienced business development executive with over 19 years of demonstrated results leading the sales of financial products and investment solutions to banks, treasury departments, asset managers, pension funds, insurance companies, broker-dealers, investment advisors, and family offices—as well as to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individual investors. Recognized throughout career for superior interpersonal skills and the ability to build trust, rapport, and long-term relationships with diverse audiences across the world. Passionate about conducting outreach to potential new customers, presenting creative investment opportunities, and building books of business throughout the U.S. and Latin America (LATAM). Comfortable with domestic/international travel to drive successful deal closure. MS and BS Degrees in Finance. U.S. Citizen, fluent in English and Spanish. Representative products/services sold to date include Bonds, Equities, Options, ETFs, Mutual Funds, Structured Products, Currencies, Alternative Investments, Private Equity Funds, and Real Estate.
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