Experience

BakerAvenue Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Senior Wealth Associate

  • Feb 2020 - Present

  Greater New York City Area Founded in 2004, BakerAvenue is headquartered in San Francisco with offices in NYC & Dallas. A premier Wealth Management firm serving individuals, families & foundations with holistic wealth management, including financial planning, trust and estate, taxation and philanthropy services. As a purpose-driven wealth management company, Baker Avenue recognizes the importance of supporting financial wellness and success in our clients and our communities. We do this through our world-class… Show more Founded in 2004, BakerAvenue is headquartered in San Francisco with offices in NYC & Dallas. A premier Wealth Management firm serving individuals, families & foundations with holistic wealth management, including financial planning, trust and estate, taxation and philanthropy services. As a purpose-driven wealth management company, Baker Avenue recognizes the importance of supporting financial wellness and success in our clients and our communities. We do this through our world-class impact investment strategies and an inclusive impact programming series. Show less



CISA Trust

• Switzerland
• Financial Services
• 1 - 100 Employee

• Associate Wealth Planner

  • Sep 2019 - Feb 2020

  Greater New York City Area Market fiduciary services to Ultra High Net Worth Individuals (UHNI).

• International Client Relations and Marketing

  • Dec 2016 - Sep 2019

  Greater New York City Area Market fiduciary services to Ultra High Net Worth Individuals (UHNI).



Petorca, Chile Government

• Consultant

  • Apr 2016 - Jul 2016

  Chile Worked directly with the local government of Petorca province to build the tourism industry to create new jobs and a more fruitful economy for the residents of this rural area.



FUNDACIÓN GOÑI Y REY

• Spain
• Education Administration Programs

• Assistant Manager

  • Aug 2014 - Jun 2015

  Sevilla y alrededores, España Co-organized the Singularity University Summit Spain with over 1100 attendees from 30 different countries. Experts in a variety of fields came from Silicon Valley in order to discuss exponential technologies, how they are rapidly disrupting our world, and how we can use them to face the grand challenges of humanity.



Verité

• United States
• International Trade and Development
• 1 - 100 Employee

• Research Intern

  • Jan 2014 - Jun 2014

  Amherst, Massachusetts Conducted extensive research and wrote country reports on child labor, human trafficking, modern day slavery and corruption in Latin America, Africa and the Middle East.



Immigrant Legal Advocacy Project (ILAP)

• United States
• Legal Services
• 1 - 100 Employee

• Legal Intern & Volunteer

  • Jun 2013 - Aug 2013

  Portland y alrededores, Maine, Estados Unidos • Assisted low income immigrants with their legal needs and served as a translator for Spanish speaking clients.



Capitan Consultores Asociados

• Legal Intern

  • Jan 2013 - May 2013

  Madrid y alrededores, España Conducted legal research and assisted with the writing of law firm deliverables.



Cremades & Calvo-Sotelo

• Spain
• Law Practice
• 100 - 200 Employee

• Legal Intern

  • May 2011 - Aug 2011

  Madrid y alrededores, España Conducted legal research and assisted with the writing of law firm deliverables.