Cesar Herrera

Results-driven financial professional with over 6 years of experience in trading, sales, and business development. I specialize in driving revenue growth, optimizing client acquisition to achieve consistent results.

As a dedicated forex professional, I have achieved consistent profitability in the financial markets for over 2 years, leveraging advanced technical analysis, risk management, and disciplined strategies. My focus on identifying high-probability opportunities and adapting to market volatility has allowed me to deliver sustainable results.

I am passionate about continuous improvement, staying updated with global market trends, and sharing insights that create value. My experience reflects a results-driven mindset and a commitment to precision, consistency, and growth within the trading sector.

• Sales, Conversion & Client Retention Specialist | INFINOX CAPITAL | Remote | 01/2020 – 12/2021 - Increased client acquisition by 20% through tailored sales strategies and proactive lead follow-ups.
  • Achieved top 5% ranking in the sales team by consistently exceeding monthly conversion targets.
  • Developed and executed retention strategies, reducing client churn by 15% and boosting lifetime value.
  • Provided personalized onboarding sessions to educate clients on trading platforms and financial tools.
  • Collaborated with technical and compliance teams to resolve issues and ensure a seamless client experience. 
  • Proprietary Day Trader & Business Developer | AUDACITY CAPITAL | Remote | 01/2022 – Present - Analyzed global financial markets daily to identify high-probability trading opportunities.
  • Leveraged trading strategies to maximize returns while maintaining strict risk management practices.
  • Documented and reviewed trades to continuously refine performance and improve profitability.
  • Partnered with analysts to exchange insights, optimizing decision-making in volatile markets.

  Sales

  Manager & Business Developer | PORTAFOLIOS HERRERA | Mexico City | 01/2019 – 05/2022 - Increased revenue by 25% through strategic market expansion and high-value client retention.

  • Managed and trained a team of 10+ sales professionals, driving a 15% improvement in performance metrics.
  • Built strong client relationships, delivering loyalty programs and customized solutions.
  • Conducted in-depth territory analysis to identify untapped opportunities and drive growth. 
  • Forex Trading Educator | INSTITUTO IBT | Guadalajara | 03/2020 – 03/2022 - Taught Forex trading strategies with a focus on technical and fundamental analysis.
  • Designed interactive lesson plans, enabling students to develop profitable trading skills.
  • Mentored students on risk management and decision-making, fostering long-term success in trading.

• Master of Business Administration: Advanced Finance | Regnum Christi International Universities | 2024
• Diploma of Higher Education: Advanced Finance | UNAM | 
• 2023 Certified Sales Leadership Professional | Tec de Monterrey |
•  2020 Bachelor of Business Administration: International Business | Universidad del Estado de México | 2019