Vladimir Guerrier
Weymouth,MA
Summary
Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Manager
Andersen
03.2019 - Current
- Manage relationships with 50+ HNW clients with assets ranging from $5M to $50M, providing tailored financial strategies that optimize tax efficiency and long-term growth
- Oversee $200M+ in AUM, monitoring portfolio performance and adjusting allocations to maintain risk tolerance and return objectives
- Develop retirement income strategies for clients aged 50+ with portfolios exceeding $10M, incorporating estate planning techniques that mitigate estate tax exposure by up to 40%
- Streamline account setup and transfer processes, reducing onboarding time by 30% while ensuring full compliance with SEC and FINRA regulations.
- Cross-trained existing employees to maximize team agility and performance.
Treasury Analyst
Wellington Management
11.2015 - 03.2019
- Oversaw $500M+ in liquidity, optimizing working capital strategies that improved cash flow efficiency by 20% and reduced idle cash balances.
- Processed $1B+ in annual cash transactions across 10+ global entities, mitigating FX risk and ensuring timely intercompany settlements with a 99.9% accuracy rate.
- Reduced banking fees by 15% through vendor negotiations and implemented treasury management software that automated 80% of manual reconciliation tasks.
- Communicated with bank members and auditors on accuracy and timeliness of financial reports.
- Presented forecasting and financial reports to corporate executives and clients.
- Collaborated with internal departments for accurate cash flow forecasting, ensuring alignment with business objectives.
Education
Certificate - Financial Planning
Boston University
Boston, MA05.2023
Bachelor of Science - Finance
Northeastern University
Boston, MA05.2014
Skills
- Time management
- Customer service
- Verbal and written communication
- Complex Problem-solving
- Staff training and development
Certification
- Certified Financial Planner (CFP)
- Certified Treasury Professional (CTP)
Timeline
Manager
Andersen
03.2019 - Current
Treasury Analyst
Wellington Management
11.2015 - 03.2019
Certificate - Financial Planning
Boston University
Bachelor of Science - Finance
Northeastern University
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