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juancamiloviasf

Juan V

@juancamiloviasf

Finance Specialist

Colombia
Spaans, Engels
Sommige informatie wordt in het Engels weergegeven.
Over mij
I am a Finance Specialist currently working at La Casa del Tablon in the Cartagena Metropolitan Area. I have professional experience in financial management and am currently pursuing my undergraduate degree in Accounting and Finance to further enhance my expertise in the field.... Lees meer

Skills

j
juancamiloviasf
Juan V
offline • 
Gemiddelde reactietijd: 1 uur

Bekijk mijn diensten

Financiële modellering
I will provide personalized investment and personal finance consulting

Werkervaring

BBVA

FINANCIAL ADVISOR

BBVA • Fulltime

Feb 2024 - Dec 20251 yr 10 mos

My professional experience includes working in the banking sector at BBVA, where I developed a strong understanding of personal finance, financial products, client advisory services, and investment fundamentals. Throughout my career, I have assisted individuals in understanding their financial situation, improving money management habits, and making informed financial decisions. This experience has allowed me to gain practical knowledge in budgeting, savings strategies, financial planning, risk assessment, and investment education. My goal is to help clients build a healthier relationship with money by providing clear, practical, and personalized financial guidance. I believe that financial success starts with understanding how to manage resources effectively and creating a strategy that aligns with personal goals. **Areas of Expertise** * Personal Finance Management * Budget Planning and Expense Control * Savings and Wealth-Building Strategies * Investment Fundamentals * Financial Goal Setting * Risk Management Awareness * Long-Term Financial Planning * Financial Education and Coaching I am committed to providing professional, easy-to-understand, and client-focused guidance to help individuals make smarter financial decisions with confidence.