
Giovanny Andres
Financial Analyst, Business Consultant, Economist
Compétences

Voir mes services

Portfolio
Expérience professionnelle
Financial Planner
Allianz • Temps plein
Mar 2012 - May 2015 • 3 yrs 2 mos
Provided financial planning and advisory services to individuals and businesses, analyzing financial needs and developing tailored strategies for savings, investments, voluntary pensions, securities, insurance, and long-term financial goals. Advised clients on tax optimization, financing solutions, fiduciary services, and institutional financial plans. Conducted financial analysis and evaluated investment alternatives based on client objectives, risk considerations, and financial circumstances. Managed client relationships and supported informed financial decision-making through structured analysis and personalized financial strategies.