Jeancarlo Pallais

Director of Sales @Finantia

Miami, FL, US
MOBILE NUMBERS
+13•••••••77

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WORK HISTORY

Jul 2022 — Present

Director of Sales @Finantia

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Miami, FL, US

EDUCATION

2006

University of Florida

Bachelor of Science (B.S.), Finance

2014

Florida International University

Master of Science (M.S.), Finance

2005

Utrecht University

European, Cultural, and Business Studies

SKILLS

TradingLoansBloombergTeamworkEmerging MarketsReal EstateInvestmentsPrivate BankingEntrepreneurshipManagementPortfolio ManagementCommodityRelationship ManagementInvestment BankingDeveloped MarketsWealth ManagementEquitiesForeign ExchangeSalesAlternative InvestmentsCapital MarketsFinancial AnalysisAsset AllocationStructured ProductsDue DiligenceInvestment AdvisoryFinancial ServicesFixed IncomeCross SellingNonprofitsBudgetingMutual FundsTeam LeadershipHigh Net Worth IndividualsInvestment StrategiesNegotiationFinance

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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