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Ivan Pulido

Vice President - International Wealth Manager @ Merrill Lynch

Director - Executive Recruiter (30k 1st connections)

Miami/Fort Lauderdale Area

Ranked #1,233 out of 24,660 for Vice President - International Wealth Manager in United States

Section title

Ivan Pulido's Email Addresses & Phone Numbers

Ivan Pulido's Work Experience

Merrill Lynch

Vice President - International Wealth Manager

January 1994 to April 2008

Miami/Fort Lauderdale Area

Ascendo Resources

Director - Staffing - Recruiting - Consulting

Miami/Fort Lauderdale Area

ALTRADE Consulting Corp

Business Development

October 2009 to August 2015

Miami/Fort Lauderdale Area

Ivan Pulido's Education

Universidad Católica Andrés Bello

B.S. Civil Engineer

Ivan Pulido's Professional Skills Radar Chart

Based on our findings, Ivan Pulido is ...

Helpful
Communicator
Planned

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Based on our findings, Ivan Pulido is ...

52% Left Brained
48% Right Brained

Ivan Pulido's Estimated Salary Range

About Ivan Pulido's Current Company

Merrill Lynch

Responsible for 25% of international UHNW clients’ portfolio exceeding USD$500 million in AUM, part of International Private Client Group (IPCG). Co-managed investment portfolio generating annual revenues in excess of USD$4 million. Designed and implemented a strategy of transitioning from transactional oriented into relationship based model. Converted a 80% (USD$80 million) portfolio into fee-based business within 3 years....

Frequently Asked Questions about Ivan Pulido

What company does Ivan Pulido work for?

Ivan Pulido works for Merrill Lynch


What is Ivan Pulido's role at Merrill Lynch?

Ivan Pulido is Vice President - International Wealth Manager


What is Ivan Pulido's personal email address?

Ivan Pulido's personal email address is i****[email protected]


What is Ivan Pulido's business email address?

Ivan Pulido's business email addresses are not available


What is Ivan Pulido's Phone Number?

Ivan Pulido's phone (**) *** *** 197


What industry does Ivan Pulido work in?

Ivan Pulido works in the Financial Services industry.


Who are Ivan Pulido's colleagues?

Ivan Pulido's colleagues are Guillermo Baena, Ryan Zanca, Vicki Zdencaj, Patrick Larco, and Greg Vinson


About Ivan Pulido

📖 Summary

Vice President - International Wealth Manager @ Merrill Lynch Responsible for 25% of international UHNW clients’ portfolio exceeding USD$500 million in AUM, part of International Private Client Group (IPCG). Co-managed investment portfolio generating annual revenues in excess of USD$4 million. Designed and implemented a strategy of transitioning from transactional oriented into relationship based model. Converted a 80% (USD$80 million) portfolio into fee-based business within 3 years. Reduced operating expenses by 50% in 1998 by assisting upper management with office restructuring. Produced reviews, evaluated and rebalance over 300 portfolios on a quarterly basis according to their investment policy. Acquired ample knowledge in HHRR, legal and accounting duties, while collaborating with upper management in the restructuring of a 60 employees international office branch. Coordinated a successful and smooth transfer of clients’ accounts from the Caracas branch into the Miami based office. Achieved Chairman Recognition Club in 2006 and 2007. Built and managed a centralized server-based digital folder for the storage of marketing material comprised of more than 100 investment products with monthly updates. Developed and coordinated a marketing strategy for clients’ communications with more than 300 customers. Responsible for the upgrade and transition of clients communications backup and record keeping from ACT CRM into salesforce.com for more than 300 client relationships. From January 1994 to April 2008 (14 years 4 months) Miami/Fort Lauderdale AreaDirector - Staffing - Recruiting - Consulting @ Ascendo Resources Ascendo Resources specializes in placing Accounting, Finance and Human Resource professionals in temporary and project opportunities, as well as direct hire positions. Through our specialized divisions, Ascendo Consulting and Ascendo Search, Ascendo Resources has the solution to your critical staffing needs. At Ascendo Resources we believe in building lasting relationships. We’re experts at matching our client’s organizational goals with the ideal candidate. We strive to meet both the candidates’ objective of finding their ideal position and employer’s need to find the best possible resource for their organization. Your Ascendo business professional will be your sole point of contact whether searching for a direct hire employee or interim resource. This methodology allows the organization and Ascendo professional to build a more effective and efficient partnership.SPECIALTIES➢Ascendo Consulting➢Ascendo Search➢Ascendo Financial Services➢Ascendo Compliance➢Ascendo IT➢Ascendo HR➢Ascendo Administrative Services Miami/Fort Lauderdale AreaBusiness Development @ ALTRADE Consulting Corp Participated in 3 major projects:- BALTRAX: originated more than USD$50 million in short-term collateralized debt. Developed distribution channels for promoting investment-banking services in Mexico, Colombia, Peru and Chile. Trained and supervised a multi-country team of 12 sales executives. Focused on rendering corporate banking services to technology integrators and oil service companies. Reduced operating expenses by 30% and paperwork filing by 50% within 6 months.- MEDLIFE: increased sales by 100% within two years of medical device products in the Caribbean. Responsible for obtaining a credit facility for USD$500 thousand for export credit financing. Acted as a CFO and responsible originating USD$500 thousand in annual sales. Built distribution channels. Managed logistic operations for the entire company.- 7A Capital: co-founded and launched a successful non-banking lending platform focused in financing short-term insured account receivables. Created a policy and procedures manual. Enforced KYC and compliance rules and regulations. Acted as business developer, originating 3 transactions totaling over USD$10 million. Conducted a sales and marketing campaign responsible for establishing two major credit facilities for USD$5 million with two financial institutions and raised USD$500 thousand from UHNW investors. From October 2009 to August 2015 (5 years 11 months) Miami/Fort Lauderdale AreaSenior Vice President - Financial Advisor @ Wells Fargo Advisors Assisted senior management setting up from scratch into a fully-operational international office branch based in Weston, FL. Successfully transferred more than 60% in total assets of a portfolio of clients during the 2008 challenging times from Merrill Lynch into Wells Fargo platform. Supported and coordinated operations and administrative department in account opening process, documents filing, securities transfer and pricing, compliance enforcement for over 300 customers. Managed daily operations for a team of 2 senior administrative assistants. From April 2008 to September 2009 (1 year 6 months) Miami/Fort Lauderdale Area


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In a nutshell

Ivan Pulido's Personality Type

Extraversion (E), Sensing (S), Feeling (F), Judging (J)

Average Tenure

7 year(s), 3 month(s)

Ivan Pulido's Willingness to Change Jobs

Unlikely

Likely

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