Carolina Morales

Marketing Intelligence at Annalect

Carolina Morales has a diverse work experience spanning over 15 years. Carolina currently works as a Marketing Intelligence at Annalect since June 2021. Previously, they served as a Graduate Assistant at Fordham Gabelli School of Business from September 2020 to March 2021.

Before that, Carolina worked at Itaú BBA for a significant period, starting in March 2014 as a Senior Relationship Manager in Corporate Banking until March 2019. In this role, they successfully managed relationships with a wide range of domestic and multinational companies, specializing in industries such as financial, retail consumer electronics, agriculture, automotive, and oil & gas. Carolina consistently exceeded annual budget responsibilities and cross-sell goals, leading and organizing various financing structures.

Prior to Itaú BBA, Carolina was employed at HSBC, where they held multiple positions. From December 2007 to April 2011, they worked as a Junior Relationship Manager in Financial Institutions, effectively managing relationships with 60 clients, generating strong revenue performance. Moreover, they also served as a Corporate Credit Risk Analyst from January 2006 to December 2007.

Carolina Morales has developed a deep understanding of various financial services and gained extensive experience in client relationship management, financing structures, trade finance, credit analysis, and revenue generation.

Carolina Morales pursued their education starting in 2000 at the University of Buenos Aires, where they obtained a Bachelor's degree in Economics in 2005. Carolina furthered their studies at the Universidad de 'San Andrés', acquiring a Master's degree in Finance from 2014 to 2015. Recently, in 2019, they enrolled in the Fordham Gabelli School of Business to pursue a Master's degree in Business Analytics with a focus on Data Science, which they completed in 2020.

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Timeline

  • Marketing Intelligence

    June, 2021 - present