Master's degree in Education and specialist in management and finance. Head of Financial Education at Zest Capital, with over 14 years of experience in the financial industry. He previously served as an Investment Advisor at BCP and Assistant Manager of Financial Planning at Credicorp Capital. He currently leads initiatives in financial education, financial inclusion, and strategic alliances for the development of financial and entrepreneurial skills.
Co-founder of Zest Capital, where he has led sales and business strategy development for over 12 years. He was an Investment Advisor at City & Merchant Limited, where he contributed to fund expansion and provided training in strategy and compliance. He has studied Finance, Financial Derivatives, and Alternative Investments at institutions such as Harvard Business School Online, PAD – Business School, and IESE Business School.
Master's degree in Finance from Pacífico Business School. Currently Head of Research and Strategy at Zest Capital. He has over 15 years of experience in asset management and business valuation. He managed investment portfolios and market risks in the Peruvian Private Pension System for over 10 years. CFA Level I.
Head of Sales at Zest Capital, with experience in business development, client relationship management, and growth strategies within the financial industry. Leads sales initiatives focused on generating business opportunities, strengthening strategic alliances, and assisting clients in identifying investment solutions aligned with their wealth management goals.
Master's degree in Finance with a specialization in Banking, Capital Markets, and Investments. He has over 14 years of experience in the financial sector, managing the commercial aspects of personal banking, corporate banking, investment portfolio management, and wealth management.
Experienced professional in asset management, private banking, and capital markets, specializing in investment analysis, portfolio management, and business development. Previously worked at INTELIGO, participating in Asset Management and Sales. Has experience in financial markets, wealth management, and strategic investor support.
Head of Investment Products at Zest Capital, with experience in the development and management of investment products, financial markets, and portfolio strategies. Leads the structuring and strengthening of investment solutions designed to generate value for clients and investors. MBA from the University of Oxford.
*In cases of force majeure or due to teacher availability, the presenters may be replaced without affecting the quality of the program.