United States
I am an International Client Manager with over 5 years of experience in client-facing consulting and account management in the financial and FinTech industry. I continue to enrich my professional career by managing relationships with clients with portfolios of $500+ million while consulting on financial analysis, technology, and market trends. Certified in Financial Technology by Northwestern University with programming skills in Machine Learning, Python, Pandas, and SQL. My journey and continuous growth in the financial and banking industry can be traced back to my time at Loyola University Chicago, from the time I studied abroad in Beijing, China, learning about the country’s economic and financial systems, to completing a FinTech Program at Northwestern University. I’ve been on a path that always brought me back to the financial markets. Outside of work, I’m committed to participating in my community. I am a head coach at Youth Soccer International, and I also actively participate as a member of the Associate Board for One Million Degrees, where I volunteer my time to mentor Chicago City College students. I am fluent in Spanish and speak intermediate-level Mandarin. I love to play chess, and I am always looking for a challenge. Playing soccer, traveling the world, and exploring new cultures are among my other passions. Connect with me over LinkedIn! I’m always open to meeting new people, networking, and exchanging ideas that innovate and improve our communities.
• Consults International Relationship Managers on global products and pricing to deliver over 5% international growth. • Analyzes over $100MM of historical pricing data to find anomalies and discrepancies leading to an improvement of internal operating systems, generating over $0.5MM in loss savings in the past year. • Manages over 5 multiple high-impact projects between the Infrastructure and Operations teams to improve operating and infrastructure systems. • Key participant in research projects examining over 50 international markets in financial technology, cross-border payments systems, and strategic deals impacting the industry.
Coach Bio: http://www.youthsoccerinternational.com/people/gabriel-millan-velez/ • Nurture a safe, enjoyable, developmental, and challenging soccer practices and activities to teach youth technique, skills, sportsmanship, and teamwork. • Manage and plan practices and games to supervise over 40 youth. • Identify the developmental needs of youth to improve soccer knowledge and skills. • Communicated with parent on progress and goals for the kids. • Develop creative ideas to members and staff on how to improve the program for youth.
• Research and deliver domestic and international working capital solutions to 50 high-end middle market organizations. • Analyze client’s capital structure, ranging from $50M to $5B, to deliver consulting and technology expertise. • Prepare and deliver presentations for new services, technology, and relationship management to clients and executives. • Provide finest relationship management by working with client and internal teams to deliver innovative solutions • Deliver and Research national and international market changes, technology innovation and trends to update and educate team and management for strategy reviews and planning.
• Perform financial analysis to Hedge Funds and Private Equity clients. • Responsible for valuation of complex portfolios covering various securities and derivatives. • Delivering daily and monthly P&L and Risk reports. • Prepare and manage daily price verification process and reporting. • Engages with clients and valuation vendors to complete review of new financial products. • Work closely with managers, sales, and IT, to meet unique client needs through the on-boarding process.
• Identify and manage partnerships with High Schools & Organizations around the Chicago Area. • Establish and maintain deep year-over-year relationships with partnerships. • Speak and present to schools and organizations departments about Moneythink and its services. • Mentor and guided students through the Financial Literacy program and education.