Felipe P Email & Phone Number
Strategic Client Partner @ Yelp
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Felipe P Location
- New York, NY, US
Felipe P Work
- Strategic Client Partner @ (May 2018 - Present)
- Business Development Associate @ S. W. FINANCIAL SERVICES LIMITED (July 2017 - April 2018)
- VP Premier Relationship Manager @ (January 2016 - June 2017)
- Chase Private Client Banker @ (October 2011 - July 2015)
- Assistant Treasurer and Small Business Specialist @ (November 2003 - September 2011)
- Financial Advisor Trainee @ (June 2003 - November 2003)
Felipe P Education
- HarvardX
Certificate
2021-2021 - Alliance Française de Paris
French
1992-1996 - Pontificia Universidad Católica Madre y Maestra
Bachelor of Science - BS
- Pontificia Universidad Católica Madre y Maestra
Seminar
- Columbia Business School
Master of Business Administration - MBA
2020
Felipe P Skills
- Account Management
- Advertising
- Alternative Investments
- Analytical Skills
- Banking
- Business Loans
- CRM
- CRM Databases
- Credit
- Credit Analysis
- Customer Relationship Management (CRM)
- Customer Service
- Finance
- Financial Analysis
- Financial Regulation
- Financial Services
- Fixed-Income Investing
- Investments
- Loans
- Management
- Multi-family Investments
- NMLS Licensed
- New Business Development
- Portfolio Management
- Relationship Management
- Risk Management
- SAFE Act
- Sales
- Salesforce
- Spanish
- Trustee Investments
- Yelp for Business
Felipe P Summary
- Felipe P, based in New York, NY, US, is currently a Strategic Client Partner at Yelp. Felipe P brings experience from previous roles at S. W. FINANCIAL SERVICES LIMITED, HSBC Retail Banking and Wealth Management and JPMorgan Chase & Co.. Felipe P holds a 2021 - 2021 Certificate @ HarvardX. With a robust skill set that includes Account Management, Advertising, Alternative Investments, Analytical Skills, Banking and more. Felipe P has 2 emails and 1 mobile phone numbers on RocketReach.
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