Vice President - North America & LATAM

• Nov 2021 - Present

Apex Capital Partners is the global leader in residence and citizenship by investment. Each year, hundreds of wealthy individuals and their advisors rely on our expertise and experience in this area. Trusted by governments, the firm also runs a leading government advisory practice that has raised more than USD 4 billion in foreign direct investment. We have been involved in strategic consulting and the design, set-up, and operation of the world’s most successful residence and citizenship programs.

Private Client Director, Citizenship & Residency Planning

• Jul 2020 - Nov 2021

Astons is an investment immigration firm offering residence and citizenship planning in the UK, EU & Caribbean. Astons acts as a trusted advisor to HNWI/UHNWI's and their families, as well as to leading lawyers, family offices, banks and investment firms around the world. Astons is an investment immigration firm offering residence and citizenship planning in the UK, EU & Caribbean. Astons acts as a trusted advisor to HNWI/UHNWI's and their families, as well as to leading lawyers, family offices, banks and investment firms around the world.

Director, Indirect Tax

• Mar 2019 - Apr 2020

• Proactive business development in the area of acquiring new clients and building the Indirect Tax business unit.• Attend industry functions, events, and conferences; providing feedback and information on current market/creative trends.• Strategically organized and coordinated with senior executives new business trends to develop new services, products, and distribution of channels.• Implementation of marketing plans in order to maximize business performance and increase sales.• Relationship manager for high value corporate clients. (Over $75MM turnover)• Build credibility, establish rapport, and maintain communication with corporate clients at C-level executives.• Implemented a top-down sales strategy targeting Presidents, CEOs, CFOs, and Owners to build a network with C-level executives.

Member

• Feb 2019 - Apr 2020

Senior Wealth Advisor

• Jun 2016 - Feb 2019

Act as a privileged guide while detaining a portfolio of hundreds of high net worth customers with a view to satisfying all their financial needs.• Providing High Net Worth individuals with wealth management and lending solutions.• Identify new business opportunities in following target markets: Ultra High Net Worth Individuals & High Net Worth• Present investment and credit solutions for clients all while considering risk tolerance, financial objectives, financial andpersonal circumstances.• Proactively increase High Net Worth market share.• Organize and prepare every meeting, create follow-ups and analyze investment and financing products• Establish multi-generational relationships with clients by providing a personalized high standard of service.

Manager Customer Service

• May 2015 - May 2016

• Meet compliance objectives for the branch and maintain operational excellence.• Identify business opportunities in the market for all products and services of the Bank• Creating individualized coaching sessions for all employees as well as regular sales coaching

Financial Service Representative

• Jul 2013 - Jun 2015

Customer Service Representative

• Aug 2012 - Jul 2013