Meet Our Team
Sagrario Espinoza
Executive assistant
Andrea Mora
Sale Manager – Administrative Assistant
Koribeth Centeno
Financial Expert
Daniel Garcia
Profit Manager -Sale Representative/ English/Spanish
Leandro Guzman
Digital Marketing
Specialist
Yelibeth Gómez
Designer
KEY STRENGTHS OF OUR TEAM
markets effectively.
Each team member brings specialized skills and Knowledge to cover a wide range of financial services.
We foster a culture of innovation, continuously adapting to market trends and emerging technologies.
Our commitment to understanding client needs ensures tailored solutions and exceptional services.
Our comprehensive risk management practices protect our clients’ investments and asset.
OUR FOUNDER
Objective:
A visionary leader and co-founder of Goldfish Financial,
dedicated to pioneering sustainable investment strategi
es and driving the financial industry toward a more
environmentally and socially responsible future
Summary:
As the co-founder and leader of Goldfish Financial, I have
been at the forefront of revolutionizing the financial industry
through innovative sustainable investment strategies.
With a passion for environmental and social responsibility,
I have successfully built a company committed to creating
financial value while making a positive impact on the world.
Skills:
- Sustainable Investment Strategies
- ESG Analysis
- Financial Leadership
- Sustainable Finance Advocacy
- Client Relationship Management
- Data Analysis
- Strategic Planning
- Risk Management
Mrs Yanick
CEO
Professional Experience:
Co-Founder & Leader at Goldfish Financial
Founded Goldfish Financial with a mission to integrate
sustainability into financial practices. Spearheaded the
development of sustainable investment strategies that
have consistently outperformed traditional methods.
Established a strong client base of investors who prioritize
socially responsible investing. Continuously researched
and implemented cutting-edge technologies and
practices for sustainable finance.
Sustainability Expertise:
Developed and executed a sustainability roadmap for
Goldfish Financial, resulting in reduced environmental
impact and increased social responsibility. Led the
development of proprietary ESG (Environmental, Social,
and Governance) metrics for investment analysis,
contributing to more informed decision-making. Actively promoted the integration of sustainable
principles across the financial industry through
speaking engagements, articles, and partnerships.
Financial Leadership:
Demonstrated strong financial acumen, achieving
consistent growth in assets under management
(AUM) and revenues for Goldfish Financial.
Established strong relationships with investors,
partners, and regulatory bodies to further the
company’s mission.
Managed a dedicated team of professionals
committed to sustainable finance principles.