About
On the record
My area of expertise lies in understanding the mechanics of global financial markets and how they impact retail and institutional investors. Portfolio valuation and research, development and execution, and oversight of a portfolio are the focus of my work. The roles held in the last decade had all involved working directly with high net worth investors providing them a sounding board for their inquiries and concerns with their investments and also making changes to and managing their portfolios. Specialties: Relationship Management, CRM, Wealth Management, In context of investable market assets: estate planning, philantrophy, legacy planning, tax efficiency, etc, Personal Financial Planning, Risk Management, Macroeconomics, Investable Assets, Latinamerican Business Practices, Native Spanish Speaker, Insurance Products
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