Jacqueline Kannee

Director and Founder at Wealth Solutions Investment Group
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Contact Information
us****@****om
(386) 825-5501
Location
Panamá, Panama, PA
Languages
  • Español Native or bilingual proficiency
  • Inglés Full professional proficiency
Skills

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Bio

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Credentials

  • Licensed Broker and Analyst
    Superintendencia del Mercado de Valores de Panama
    Jan, 2015
    - Oct, 2024
  • Serie 6
    Citi
    Jan, 2001
    - Oct, 2024
  • Financial Advisor
    Comisión Nacional de Valores de Venezuela.
    Jan, 1991
    - Oct, 2024

Experience

  • Wealth Solutions Investment Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director and Founder
      • Apr 2006 - Present

      • Wealth Solutions is a highly successful multi-family office with agreements with well-known institutions from Europe and the US. •WS has offices in Caracas, Venezuela and Panama City, Panama • Wealth Solutions is a highly successful multi-family office with agreements with well-known institutions from Europe and the US. •WS has offices in Caracas, Venezuela and Panama City, Panama

  • Citigold Private Banking
    • VP Financial Advisor
      • Feb 2001 - Apr 2006

      • Established and maintained a strong relationship with new and existing HNWI. • Attended the annual conferences of highly recognized firms such as MFS, Fidelity, and SSB. • Invited to Global Chairman Meeting in Canada 2004. • Established and maintained a strong relationship with new and existing HNWI. • Attended the annual conferences of highly recognized firms such as MFS, Fidelity, and SSB. • Invited to Global Chairman Meeting in Canada 2004.

  • Mutuactivo Domestic Mutual Fund and Invermara Broker Dealer
    • VP/ General Manager
      • Oct 1991 - Jan 1993

      • Led the conception of a domestic Balanced Mutual Fund and managed all financial, marketing and legal aspects. • Trained and supervised the banking team ensuring production and the delivery of customer management techniques. • Once the fund was launched, responsible of daily operations, back office, securities transactions while managing the information required by the Venezuelan Security Exchange Commission. • Handled IPO´s and domestic secondary market offers. • Member of the Investment Committee and Deputy of the Board of Directors of Mutuactivo Mutual Fund. Show less

  • Comercializadora Kanali, C.A
    • Owner/ Director
      • Mar 1990 - Sep 1991

      • An own business dedicated to the import of a variety of home goods. • An own business dedicated to the import of a variety of home goods.

  • Banco Latino
    • Spain
    • Business Consulting and Services
    • Branch Manager
      • Oct 1984 - Mar 1990

      • Managed commercial clients in the areas of credit and savings. • Managed commercial clients in the areas of credit and savings.

Education

  • Universidad Católica Andrés Bello
    Bachelor of Business Administration (B.B.A.)
    1979 - 1986

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