JORGE ANDRÉS UGALDE CACHO
Rome
Summary
Sociable and purposeful economist with strong analytic skills and over five years of experience in sales, investor relations, financial analysis and Real Estate. I am currently pursuing a master’s degree in Data Science and Business Analytics as well as holding a bachelor’s degree in economics. I am skilled in client prospecting, data analysis, an communication. Fluent in Spanish (native) and English (advanced).
Overview
5
5
years of professional experience
1
1
Certification
Work History
Investor Relations Associate
Opal Group
08.2022 - Current
- Contacting and selling finance conferences to key decision-makers in top financial institutions
- Specializing in CLO, Lending Innovations, and Debt Strategies
- Maintaining strong client relationships and expanding networking opportunities
- Remote
Research and Investor Relations
Addem Capital
01.2024 - 01.2025
- Generating data sets
- Creating a network of investors
- Analyzing possible investors and strategies to acquire debt
- Remote
Sales Manager
Grupo Garmo
01.2021 - 12.2021
- Selling and analyzing real estate developments and investment opportunities
- Conducting cold calls, scheduled meetings, and closing high-value sales
- Providing continuous client support and relationship management
Education
Global Master - Data Science and Business Analytics
Rome Business School
09.2025
Bachelor - Economics
Universidad Autónoma de Querétaro
12.2022
Skills
- Data Analysis & Business Intelligence
- Financial Analysis & Sales Strategy
- Client Relationship Management
- Public Speaking & Negotiation
- Microsoft Office applications
- Fast Learner & Team Player
Websites
Certification
- Leadership Training | Se Líder (2015 - 2016)
- Diplomas in Business Creation & Public Speaking
LANGUAGES
Spanish (Native)
English (Advanced / TOEFL Score 102/120)
Italian (Beginner)
References
Available upon request
Timeline
Research and Investor Relations
Addem Capital
01.2024 - 01.2025
Investor Relations Associate
Opal Group
08.2022 - Current
Sales Manager
Grupo Garmo
01.2021 - 12.2021
Bachelor - Economics
Universidad Autónoma de Querétaro
Global Master - Data Science and Business Analytics
Rome Business School
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