Attorney and finance professional with strong experience in wealth management, commercial banking, investment advisory, compliance, and corporate relationship management. Background in pension, tax, and financial planning for high-value clients, portfolio management, business development, and strategic financial advisory across banking and investment environments.
Experienced in client acquisition, portfolio growth, stakeholder management, regulatory compliance, and executive-level decision support. Strong capabilities in negotiation, key account management, financial analysis, and cross-functional coordination, with expertise in fixed income, equities, and financial market operations.
AMV-certified in Basic Operations, Fixed Income, and Equities. Professional fluent English with Spanish–English medical interpretation experience and strong executive communication skills.
