Tutor profile: Marcos V.

▪ Managed relationships between the clients and institution, helping over 30 clients per day on their confidential and sensitive financial matters. ▪ Administered, filed, and proofread numerous amounts of financial and KYC documents. Managed all client's financial records. ▪ Helped and introduced to clients various innovative financial products according to their personal intent.

▪ Prospected for the firm potential clients at events designed for Private Clients. Self-built and evolved strong client relationships for the firm. ▪ Managed sensitive and confidential relationships between the clients and bankers, register agents, and trustee officers. ▪ Administered, filed, and proofread numerous amounts of legal, tax, and KYC documents. Organized client all records. ▪ Developed over 14 cost-efficient fine-tuned tax, succession, and estate planning for Private Clients.

▪ Administered and organized a huge volume of confidential multinational companies’ data, documents, and other sensitive business information. Handled and solved, simultaneously, multiple clerical and administrative issues. ▪ Designed cost-efficient fine-tuned tax planning for Private Clients. Elaborated on internal memos. Filed legal, tax, and KYC documents. Organized client records. ▪ In the Business Tax Planning & Private Client Services area, developed significant client relationships with the company. ▪ Audited over 27 Wall-Mart...

▪ Supported the Legal Department on business unit relationship management improvement, as well as on challenging administrative and legal assessments. Drafted, proofread, and amended relevant bilingual business agreements. ▪ Handled and solved, simultaneously, multiple clerical and administrative issues between Latin America company’s sites. ▪ Elaborated compliance risk assessment for contracts area, significantly improving the signoff workflow.