Experience

Sentinel Financial Solutions
• United States
• Financial Services
• 1 - 100 Employee
• Managing Director

  • Aug 2022 - Present


Gideon Strategic Partners

• United States
• Financial Services
• 1 - 100 Employee

• Head of Family Office Group & Managing Director

  • Jul 2021 - Aug 2022

  Gideon Strategic Partners is an independent financial services firm specializing in tax-efficient investments, risk management, retirement & estate planning. Gideon Strategic Partners is an independent financial services firm specializing in tax-efficient investments, risk management, retirement & estate planning.



MarketX Ventures

• United States
• Financial Services
• 1 - 100 Employee

• Venture Partner

  • Apr 2021 - Jul 2021

  MarketX Ventures invests in growth and late stage secondary opportunities in the US, China, and Southeast Asia. MarketX Ventures invests in growth and late stage secondary opportunities in the US, China, and Southeast Asia.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Managing Director

  • Feb 2018 - Sep 2020

  HSBC is a British multinational global bank. I was the Head of Investment Sales and Products for HSBC US Private Bank and responsible for the management of teams working with ultra high net worth clients and the investment solutions provided to clients with a focus on comprehensive financial advice. HSBC is a British multinational global bank. I was the Head of Investment Sales and Products for HSBC US Private Bank and responsible for the management of teams working with ultra high net worth clients and the investment solutions provided to clients with a focus on comprehensive financial advice.



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Managing Director

  • Apr 2014 - Jul 2017

  Citigroup is a US based global bank with over 200 million customer accounts and does business in more than 160 countries and jurisdictions. I was Head of Capital Markets Client Coverage, Equities and Fixed Income for North America in the Private Bank Citigroup is a US based global bank with over 200 million customer accounts and does business in more than 160 countries and jurisdictions. I was Head of Capital Markets Client Coverage, Equities and Fixed Income for North America in the Private Bank



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Managing Director

  • Jul 1994 - Mar 2014

  JP Morgan is a multinational global bank based out of the US. I was part of its US Private Bank and for the majority of my career, an Investment Specialist, advising ultra high-net-worth clients. JP Morgan is a multinational global bank based out of the US. I was part of its US Private Bank and for the majority of my career, an Investment Specialist, advising ultra high-net-worth clients.