Pablo Sciarra
Canelones,Canelones
Summary
Seasoned personal financial advisor with solid experience in developing personalized financial plans, investment strategies, wealth management solutions, and real estate investments. Skilled in client needs assessment, financial analysis, and portfolio management to optimize assets. Demonstrated ability to foster trusting relationships with clients and investors, leading to sustained engagement, and achievement of individual financial goals. individual financial goals. Committed to continuous learning and staying abreast of market trends to provide informed advice.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Real Estate Developer
Bomfin
Montevideo
04.2022 - Current
- Identified and engaged potential real estate investors.
- Secured investment from real estate investors to drive project development.
- Marketed developed properties to investors, tenants and buyers.
- Negotiated purchase contracts, leases, and other legal agreements with landowners.
- Monitored construction costs and progress timeline with real estate projects.
Managing Partner & Financial Advisor
Advise WM
Montevideo, Montevideo
03.2012 - Current
- Led weekly meetings with senior partners to discuss progress updates.
- Managed daily operations including staff management and client relations.
- Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
- Ensured compliance with legal regulations and corporate policies.
- Supervised recruitment, training, and development of staff to build a high-performing team.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
- Implemented tax-efficient investment strategies to maximize clients' after-tax returns.
- Prepared quarterly performance reports for existing clients detailing the progress of their investments over time.
- Grew assets under management through referrals and new business opportunities.
- Negotiated with product providers to secure optimal terms and conditions for clients.
- Forecasted trends out year to make effective decisions for portfolio management.
Education
Some College (No Degree) - Business Administration
Universidad ORT
MontevideoSkills
- Investment analysis
- Advising on investments
- Wealth management
- Decision-making
- Asset allocation
- Ethical leadership
- Team leadership strength
Affiliations
- Entrepreneur - Boss Padel (@boss.padel); Jump Club (@jumpclub.uy); San Nicolas (@sannicolasbebidas.uy)
Languages
Spanish
First Language
English
Upper Intermediate (B2)
B2
Portuguese
Intermediate (B1)
B1
Certification
- Cambridge First Certificate in English Examination
Timeline
Real Estate Developer
Bomfin
04.2022 - Current
Managing Partner & Financial Advisor
Advise WM
03.2012 - Current
Some College (No Degree) - Business Administration
Universidad ORT
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