Patricia MataDirectora de imdi funds

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Patricia Mata is an entrepreneurial, results-driven, multilingual Knowmad and Product Developer with a proven record of accomplishment in department development, product development, business development, planning and management. She is highly regarded for her expertise in identifying product opportunities, creating product solutions that best address consumer needs, and developing marketing strategies to ensure product success. As the Manager of HNWI & Institutional Sales for Saxo Bank, she has delivered outcomes which have exceeded all expectations.

Patricia possesses a proven track record of product conceptualization and lean development combined with a lifelong pursuit for meaningful impact at scale. She combines this with her abilities as an exceptional strategist, analyzing trends to develop repeatable strategies, robust methodologies and operational execution plans based on continuous analytic rigor. These qualities are further bolstered by excellent communication skills and strong cross-functional expertise in finance technology implementation, strategic sales, and client relationship management.

With consummate professional acumen, strong attention to detail, and outstanding work ethic, Patricia ensures that companies enjoy the best possible results.

• Recruited to create Fintech Department & Digitalization of the firm.
• Selected to create the Premium customer Department including all aspects of Institutional Business Development after delivering superb results for Saxo Bank.
• Met potential clients and asset managers in order to secure key opportunities and forge productive, long-term professional relationships.
• Received multiple promotions due to strong sales skills, exceptional sales performance, and a dedicated service mindset.

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