MARCO BARRRETO-ROZO
Finance
Bogotá,Bogotá D.C.
Overview
7
7
years of professional experience
Work History
1) Independent Consultant and Entrepreneur
BARRIC CONSULTANT AND ENTREPRENEURSHIPS
BOGOTÁ D.C.
02.2022 - Current
- Developed and implemented a project plan to ensure successful completion of consulting engagements.
- Provided strategic advice, technical guidance, and process improvement support to clients.
- Conducted research and analysis to identify opportunities for cost savings and operational efficiencies.
- Identified areas of potential risk associated with proposed solutions and strategies.
- Performed financial modeling using advanced Excel techniques in order to forecast future revenue streams.
- Identified risks and assessed potential impact, consulting with clients to prepare mitigation plan.
Financial Support Counselor
Subred Integrada de Servicios en Salud Centro Oriente E.S.E.
BOGOTÁ D.C.
04.2021 - 01.2022
- Prepared detailed reports summarizing each client's progress towards meeting their goals.
- Worked closely with other professionals such as attorneys or tax advisors when needed in order to provide holistic advice to clients.
- Provided ethical, objective and holistic financial planning advice to clients.
- Addressed non-compliance issues by requesting additional information from client and updating remediation records.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
Financial Consultant
Bogotá Secretariat of Health
BOGOTÁ D.C.
09.2016 - 03.2021
- Conducted detailed financial analysis and research to identify potential areas of improvement for clients.
- Developed and implemented strategies to help clients reach their financial goals.
- Advised clients on risk management, asset allocation, portfolio diversification, and tax planning strategies.
- Provided customized investment solutions tailored to the individual needs of each client.
- Created comprehensive financial plans that included cash flow analysis, estate planning and insurance coverage reviews.
- Analyzed macroeconomic trends in order to develop investment strategies for clients with long-term objectives.
- Assisted clients in understanding current market conditions and how they affect their investments.
- Prepared reports for senior management regarding the progress of accounts under management and any changes that may be needed based on changing market conditions or client objectives.
- Negotiated fees with vendors providing services to clients such as brokers or advisors.
- Maintained up-to-date records of all transactions conducted on behalf of clients.
- Communicated regularly with clients via phone calls or emails regarding updates on their investments or other relevant information about the markets.
- Managed multiple projects simultaneously while meeting tight deadlines.
- Supported client with financial analysis, budget management and operational cost control.
Summary
Dedicated financial professional and entrepreneur with expertise in best practices, particularly effective leadership strategies to motivate employee performance and enhance job satisfaction. Highly organized in problem-solving, adept at investigating causes, and determining optimal solutions. Possesses a detailed understanding of organizational and regulatory expectations to drive performance.
Education
SEMINAR ASSISTANT FOR PUBLIC-PRIVATE PARTNERSHIP COURSES - Finance
Interamerican Development Bank / International Fin
BOGOTÁ D.C.06.2018
MASTER - ANALYSIS OF POLITICAL, ECONOMIC, AND INTERNATIONAL
EXTERNADO DE COLOMBIA UNIVERSITY
BOGOTÁ D.C.06.2004
PROFESSIONAL - FINANCE AND INTERNATIONAL RELATIONS
EXTERNADO DE COLOMBIA UNIVERSITY
BOGOTÁ D.C.06.1992
Skills
- [Type] Product Expertise
- Sales Development
- Team Development
- Assessments
- Continuous Improvement
- Performance Tracking
- Business Planning
- Staff Management
- Cost Analysis
- Timeline Development
- Quality Assurance
- Failure Analysis
Accomplishments
- Honorable Mention for the thesis titled 'Economic Effects of Integration Processes: The Case of Employment and Education in the Andean Community.'"
Languages
Spanish
First Language
English
Advanced (C1)
C1
French
Elementary (A2)
A2
Italian
Beginner
A1
Timeline
1) Independent Consultant and Entrepreneur
BARRIC CONSULTANT AND ENTREPRENEURSHIPS
02.2022 - Current
Financial Support Counselor
Subred Integrada de Servicios en Salud Centro Oriente E.S.E.
04.2021 - 01.2022
Financial Consultant
Bogotá Secretariat of Health
09.2016 - 03.2021
SEMINAR ASSISTANT FOR PUBLIC-PRIVATE PARTNERSHIP COURSES - Finance
Interamerican Development Bank / International Fin
MASTER - ANALYSIS OF POLITICAL, ECONOMIC, AND INTERNATIONAL
EXTERNADO DE COLOMBIA UNIVERSITY
PROFESSIONAL - FINANCE AND INTERNATIONAL RELATIONS
EXTERNADO DE COLOMBIA UNIVERSITY
References
References available upon request.
Similar Profiles
Nada M. MakkiNada M. Makki
HR & CS Client Partner at Org & Mgmt Consultant Organization Consultant DeptHR & CS Client Partner at Org & Mgmt Consultant Organization Consultant Dept
Jeel BhattJeel Bhatt
Partner at Joshi & Joshi Labour Law ConsultantPartner at Joshi & Joshi Labour Law Consultant
Erin ReedErin Reed
Executive Assistant at S. Roberts - Medical Director/ConsultantExecutive Assistant at S. Roberts - Medical Director/Consultant