Victor G.

Financial Planning/Management & Sales | Office, Salesforce, Bloomberg

Professional Summary Strategic sales leader with 14+ years in financial services, specializing in global account management, investment banking, and team leadership. Proven success in driving revenue growth ($4M portfolio), expanding market share, and building high-value client relationships. Skills •Sales: Global account management, client retention, negotiation. •Financial: Investment Banking, Portfolio Management, Stock Market. •Technical: Salesforce, Bloomberg, Thomson Reuters Eikon, Microsoft Office. •Languages: Spanish (Native), English (TOEFL 537). Professional Experience Intralinks Head of Sales – Mexico, Central America & the Caribbean 2022 – Present •Manage a $4M USD portfolio, servicing top-tier clients including global banks, regional banks, corporates, law firms, private equity firms, and mid-market advisors. •Lead a team of 7 sales representatives, driving revenue growth and market expansion across the region. •Exceeded annual quotas: Achieved 85% (2022), 90% (2023), and 95% (2024) through strategic client management and team leadership. •Key achievements: o Increased year-over-year revenue and market share for the region. o Expanded Intralinks’ presence by securing strategic partnerships with key institutions. o Strengthened long-term relationships with C-level executives and decision-makers. Sales Representative – Advisory December 2017 – 2022 •Focused on investment banking clients, consistently growing a portfolio of bulge-bracket accounts. •Achieved year-over-year quota attainment while managing high-value client relationships. Thomson Reuters Client Specialist & Business Developer May 2013 – December 2017 •Acquired new clients in the financial sector through targeted business development. •Engaged in high-level networking with private and governmental institutions. Education Bachelor's in Financial Management ITESM (Monterrey Institute of Technology), Mexico (2009 – 2015) - Relevant coursework or honors: BBVA Fund Management (2015) Publication in local journal “Promoting the equity investment in Mexico” (2011) 1st place Central Bank of Mexico – “Regulatory Policies for the Financial Market” (2009) Certifications CFA Level I Candidate (2019) AMIB Figure III Certified (2015) Thomson Reuters FX Trading Certification (NY) (2016) BBVA Personal Finance Certification (2012)