Ivan Avellaneda, CFA, CAIA has diverse work experience in the finance industry. Ivan currently holds the position of Head of Finance at OZON since April 2022.
In the past, Ivan worked at CORREDORES DAVIVIENDA S.A., where they held two roles. Ivan was a Mutual Funds Senior Trader from October 2016 to August 2018. In this role, they collaborated with the portfolio manager to develop and execute long-term strategies for the mutual funds. Ivan also designed the growth strategy, built client relationships, and presented proposals to top management.
Prior to this, Ivan worked as a Relationship Manager/Investment Consultant at CORREDORES DAVIVIENDA S.A. from December 2010 to September 2016. Here, they advised high net-worth individuals on investment portfolios, presented business cases for portfolio improvements, designed tools and reports, and monitored implementation.
Earlier in their career, Ivan was a Foreign Exchange Dealing Desk Assistant at Corredores Asociados from August 2010 to December 2010.
Overall, Ivan Avellaneda has shown expertise in financial analysis, strategy development, client relationship management, portfolio construction, and investment advisory.
Ivan Avellaneda, CFA, CAIA, received their education in a chronological order, starting with their Bachelor's degree in Industrial Engineering from Universidad de Los Andes, which they completed from 2006 to 2010. Subsequently, they pursued further education and earned a Master of Business Administration (MBA) from Esade, commencing in 2018 and concluding in 2020.
In addition to their academic qualifications, Ivan has obtained two certifications in the field of finance. Ivan became a CFA Charterholder in September 2018 from the CFA Institute. Later, in May 2022, they obtained the CAIA Charterholder certification from the CAIA Association. Overall, Ivan Avellaneda's education includes a Bachelor's degree in Industrial Engineering and a Master of Business Administration (MBA), and they hold certifications as a CFA Charterholder and a CAIA Charterholder.
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