Felipe Martinez Location
Bogotá, CO
Felipe Martinez Work
- 2025 - 2026 Founder @ Alzent Digital
- 2023 - 2026 Socio @ Emki Capital
- 2022 - 2025 Private Banker-Country Manager @ Criteria
- 2019 - 2021 Partner @ AXXETS MANAGEMENT (SCHWEIZ) AG
- Private Banker @ Credit Suisse
- 2014 - 2018 International Financial Advisor @ Merrill Lynch
- 2011 - 2014 Financial Advisor @ Merrill Lynch
- 2009 - 2011 Financial Advisor @ JPMorgan Chase & Co.
- 2008 - 2009 Financial Advisor @ Edward Jones
- 2007 - 2008 Specialist @ Merrill Lynch
Felipe Martinez Education
- The University of Chicago
(Asset pricing)
2014 - 2014 - Universidad de La Sabana
Bachelor of Business Administration (BBA) (International Business)
2003 - 2007 - Colegio Helvetia
High school
1990 - 2003
Felipe Martinez Skills
- Regulatory Guidelines
- Balance Sheet Review
- Balance Sheets
- Customer Acquisition
- Business Development
- Wealth Management
- Investments
- Portfolio Management
- New Business Development
- Team Building
Felipe Martinez Summary
Felipe Martinez, based in Bogotá, CO, is currently a Private Banker at Credit Suisse. Felipe Martinez brings experience from previous roles at Alzent Digital, Emki Capital, Criteria and AXXETS MANAGEMENT (SCHWEIZ) AG. Felipe Martinez holds a 2014 - 2014 The University of Chicago. With a robust skill set that includes Regulatory Guidelines, Balance Sheet Review, Balance Sheets, Customer Acquisition, Business Development and more. Felipe Martinez has 7 emails and 1 mobile phone numbers on RocketReach.
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