Jeanette Mora De Armas, has a degree in Administration with a specialization in Administrative Sciences, graduated from the José María Vargas University, stands out as a Senior Consultant with solid experience in business management and communications. His profile stands out for exceptional skills in project coordination, team leadership and complex problem solving. His track record is marked by successful compliance with regulatory inspections and a significant increase in client portfolio, highlighting his ability to maintain solid financial relationships and effective communication with all parties involved, including internal staff, clients and regulators. which has ensured adequate understanding of legal requirements and the promotion of a culture of compliance in the organizations where he has participated.
Jeanette began her career at U21 Casa de Bolsa, C.A., serving as Institutional Account Manager, with emphasis on the care and promotion of Investment Trusts for Savings Banks and Funds in Venezuela, achieving wide recognition in the sector and achieving an increase of the investment portfolio in that product by more than 200%.
Her experience led her to be a liaison in the purchase, migration, management and closure of Brokerage Firms and Investment Advisors in Panama and Uruguay, thus expanding her knowledge of regulatory issues in the securities sector in several countries in the region. >
In his role as General and Administrative Manager, he has demonstrated competence in opening and managing bank accounts and investments, guaranteeing compliance with national and international processes and strengthening financial relationships. He has led multidisciplinary teams to achieve outstanding results, such as 75% increase in customer satisfaction and 30% portfolio reactivation during challenging economic periods. Additionally, her experience as an Administrative Advisor and Senior Executive has allowed her to develop and implement compliance and communication strategies that ensure success in regulatory inspections and the growth of the client portfolio, evidencing her commitment to excellence and professionalism in each project.
Con más de 20 años de carrera profesional, su enfoque se centra en el manejo de relaciones comerciales sanas, productivas, con visión de servicio y apegadas a los más altos estándares de cumplimiento.