02- Today:
GenSpring Family Offices. –Senior Vice President. Miami - USA.
Develop and maintain investment wealth advisory relationships with affluent individuals and families from Latin America and Southern Europe.
- Analyze, advise and implement different wealth solutions for the clients.
- Provide multi-family office solutions regarding:
- Global Financial and Investment Consultant
- Risk Management
- Offshore Accounts and Legal Structures
- Tax and Fiscal Consultancy
- Family Generational Planning
- Family Governance
- family wealth education and mentoring
98- 02:Lloyds TSB Bank plc. Miami - Account Executive.-. Miami - USA.
Miami - EE.UU.
Responsible for maintaining and building offshore private banking relationships from Spanish and Colombian
high Net Worth individuals. USD 110 MM of assets under portfolio management. Duties include:
- Developed and established commercial relationships with new and existing clients.
- Created and implemented investment strategies based on client investment profiles.
- Worked with traditional private and commercial banking investment products and credit facilities
- Oversaw day-to-day account management activities.
Widely surpassed 2001 Assets and Income objectives.
99-00: Lloyds TSB Bank plc. Miami -Banking Officer-. Miami - USA.
Primary Account Executive for the Colombian and Spanish Private and Corporate Banking portfolios. Targets were
accomplished by 180%.
98-99: Lloyds TSB Bank plc. Miami - International Banking Assistant-. Guayaquil - Ecuador.
In charge of Guayaquil Private Banking and Corporate clients, and Secondary Account Executive of Ecuador. During
this period, total assets and income were doubled.
98 : Banco Español de Crédito, S.A. (BANESTO) - Risk Analyst-. Madrid – Spain.
Risk Analysis Center-C.A.R.- Analysis of the viability of commercial transactions, in charge of 37 branches.
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