Pedro Montoya
- Role
- Relationship Manager at Merrill Lynch
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Pedro Montoya
Top performing professional with significant years of experience servicing the financial…
Experience
Relationship Manager
Apr 2014 — Present
Education
Universidad de Los Andes
Economics, Economics/Finance
1998 — 2003
German Technical University ICAFT
AA in Business Administration
1995 — 1997
Skills
- Investment Advisory
- Travel
- Financial Services
- Market Analysis
- Strategic Business Relationship
- Private Banking
- Professional
- Portfolio Management
- International Sales
- Superior Client Service
- Exceeding Customer Expectations
- Professional Presentations
- Investment Advisers Act
- Customer Retention
- Personal Finance
- Customer Satisfaction
- Prospecting New Clients
- Professional Communication
- Long-Term Customer Relationships
- Banking
- Wealth Management Strategies
- High Net Worth Individuals
- Financial Advisory
- Identifying Sales Opportunities
- Compliance Regulations
- New Account Opening
- Asset Allocation
- Difficult Situations
- New Client Acquisitions
- Latin America
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