Carlos J Caban
About
Carlos J Caban is from Delray Beach, Florida, United States. Carlos works in the following industries: "Insurance", "Financial Services", and "Leisure, Travel & Tourism". Carlos is currently Head of Private Equity Strategies at Bueno Holdings Corp., located in Delray Beach, Florida, United States. In Carlos's previous role as a Product Sales and Guest Services Agent at Vail Resorts, Carlos worked in Keystone, Colorado, United States until Dec 2019. Prior to joining Vail Resorts, Carlos was a Wealth Advisor, Vice President Wealth Management at UBS and held the position of Wealth Advisor, Vice President Wealth Management at San Juan, Puerto Rico. Prior to that, Carlos was a Financial Advisor at Santander Securities, based in San Juan, Puerto Rico from Sep 2003 to Sep 2005.
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Carlos J Caban's current jobs
Assume key accountability for conducting and analyzing financial statements and market conditions to facilitate founders, executive team, investors, and PE & VC firms in effective business decision-making. Organize and chair meetings with shareholders and executive team to discuss financial strategies and accountability. Engage with venture capital and private equity firms to analyze the investment, duration, and exit strategies. Credited with devising and developing the investment and exit strategies for a future liquidation. Formulated presentations, investment proposals, and reviews for future investors.
Carlos J Caban's past jobs
In this role, I implement multiple analytical techniques to achieve specific project and team objectives within tight deadlines. I propose collaborative strategy with executive management to resolve complex issues of guests, while escalating critical concerns to the appropriate channels. I establish strong communication with key clients, and cultivate productive work environment conducive to interchange of ideas. Key Success: • Successfully achieved 100% satisfaction score by delivering exceptional customer service. • Resolved employee's issues by leveraging conflict management skills, while ensuring strict adherence to KPIs and organizational standards to produce maximum results. • Enhanced operational efficiency through comprehensive initiatives aimed at achieving customer success.
In this capacity, I communicated horizontally and vertically with key clients on multiple financial matters, while delivering progressive recommendations on investment opportunities, and products and services to meet client's needs. I facilitated clients in setting strategic direction for beneficial investments, low-cash financing, and sourcing overseas partners. I organized weekly team meetings, and presented agenda to accomplish company's short and long range future goals. I conducted detailed research on Securities Industry rules and regulations, interviewed industry experts, designed financial models, conducted critical analyses, and formulated final reports to reach customer satisfaction. I established strategic relationships with clients with follow-up to ensure repeat business. I devised strategic planning to accelerate leadership vision and direction, while bolstering company's image through brand awareness. Key Success: • Delivered expertise as "Wealth Advisor and VP" and set strategic direction for propelling company's growth yoy. • Optimized $60M in client investment portfolios by conducting one-on-one sessions with clients to comprehend assets, expenses, and long/short term investment goals. • Generated new stream of 100% sales revenue by implementing consultative sales