Julio Cesar Z.

Julio Cesar Z. has a diverse work experience in the financial industry. Julio Cesar started their career at Banco Davivienda, where they worked as a Financial Advisor and later became the Corporate Commercial Manager. During their time there, they achieved impressive commercial execution results, exceeding monthly budgets and driving growth in the assigned portfolio.

Julio then moved on to Citi, where they held the roles of Relationship Manager and Branch Manager. As a Relationship Manager, they successfully developed and increased accounts of premium banking clients, while also winning a contest for the largest placement of Fiduciary Assignments. As a Branch Manager, they ensured the commercial and operational success of the branch, surpassing objectives and achieving growth in insurance goals.

After their tenure at Citi, Julio joined ITAU COLOMBIA as an Investment Manager. In this role, they led a commercial team and was responsible for acquiring products from the bank's passive and subsidiary entities. Julio Cesar consistently achieved outstanding results, ranking first in national variables and receiving recognition for over-execution in Equities Colombia.

Julio's next position was at EXANTE as a Senior Account Manager. Here, they were in charge of developing commercial and operational strategies for institutional and retail clients in Colombia and Andean countries. Julio Cesar achieved funding compliance of 130% in January 2022.

Currently, Julio works at Exness as a Key Account Sales Specialist. In this role, they are responsible for business development in Colombia and the Caribbean countries, focusing on high-value corporate and retail clients. Julio Cesar has demonstrated exceptional performance, with KPIs compliance at 260% for more than six consecutive months and being an official speaker in LatAm for market sessions.

Overall, Julio Cesar Z. has proven expertise in business development, client relationship management, commercial execution, and team leadership in the financial industry.

Julio Cesar Z.'s education history begins in 2009 when they enrolled at the Universidad de La Sabana to pursue a degree in Business Administration, which they completed in 2015. In 2017, they attended The University of Auckland, where they studied Academic English at an advanced level. From 2019 to 2020, Julio Cesar Z. attended CESA, specializing in Corporate Finance and Stock Exchange.

In terms of certifications, Julio Cesar Z. obtained the following credentials: "Asesor Financiero," "Operador Renta Fija," and "Operador Renta Variable" from the Autorregulador del Mercado de Valores de Colombia - AMV in August 2023. Additionally, they completed the Bloomberg Market Concepts (BMC) certification from Bloomberg LP in March 2021 and obtained a Bloomberg certification from the Colegio de Estudios Superiores de Administración in July 2020.