Raul Zegarra Diaz linkedin.com/in/raulzegarra ■ Career history: Investment Advisor, Pacifico Seguros, Peru Intern, Credicorp Capital, Peru Intern, Banco de Credito del Peru, Peru
■ Education highlights: MBA, Warwick Business School, UK Corporate Finance Specialisation Programme, Pacific Business School, Peru Bachelor of Administration, Business Administration, University of Pacific, Peru Equity Markets and Investments Specialisation Programme, University of Applied Sciences, Peru
■ Nationality: Peruvian
■ Languages:
Spanish (native) English (fluent)
■ Career achievements: Led a successful mission at Pacifico Seguros to advise wealthy clients, with savings above US$2.5 million, on profitable investment opportunities. Completed transactions over US$30 million in new assets under management, involving fixed income, equity, and cash management products. As a result, was awarded Best Investment Advisor for best performance within the division in 2020. Directed a new team of investment advisors to provide financial advice to pensioners who withdrew their full pension as a result of a recently developed Peruvian law. Additionally, trained over 20 commercial managers and analysts on available investment alternatives to be included in a wide range of customer service options, attracting more than 100 clients for Pacifico Seguros. Conducted meetings to negotiate potential investments for the biggest institutional clients in Peru according to their necessities and devised risk profiles on behalf of Credicorp Capital. Consequently, established and reinforced strong relationships with the investors, obtaining 100% approval in top customer satisfaction surveys.
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