Experience

ACCI Capital Investments, SGIIC SA

• Spain
• Financial Services
• 1 - 100 Employee

• Co Partner

  • Jun 2020 - Present

• Co Partner

  • May 2020 - May 2020



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Mutual Fund Sales

  • Sep 2014 - May 2020

  Responsable del canal de ventas de los fondos de JPMorgan Asset Management para el sector institucional y de bancas privadas en Argentina, Uruguay y Paraguay adaptando la estructura estadunidense a formato reflejado localmente. Liderazgo de 2 soportes de ventas internas, reportando a Jefe de Ventas, LATAM. • Tripliqué los activos en la región a cargo a través una estrategia de inclusión de una gama de clientes más amplia, ofreciendo productos y servicios y aumentando el conocimiento de la empresa Show less



Puente Hermanos

• Montevideo, Uruguay

• Asesor FInanciero

  • Apr 2013 - Sep 2014

   Provides asset management and financial planning for clients in Argentina, Brasil and Uruguay  Provides financial advisory to individual investors and corporations  Provides asset management and financial planning for clients in Argentina, Brasil and Uruguay  Provides financial advisory to individual investors and corporations



Banque Pasche

• Managing Director

  • Sep 2011 - Apr 2013

   Co-Head of the Montevideo Office  Provides asset management and financial planning for clients worldwide  Develops growth strategy for the bank within the region (South America)  Provides financial advisory to individual investors and corporations  Responsible for the institution to local and foreign authorities  Developed trading platform for the institution incorporating a wide variety of financial products  Creates fiduciary structures for offshore companies  Co-Head of the Montevideo Office  Provides asset management and financial planning for clients worldwide  Develops growth strategy for the bank within the region (South America)  Provides financial advisory to individual investors and corporations  Responsible for the institution to local and foreign authorities  Developed trading platform for the institution incorporating a wide variety of financial products  Creates fiduciary structures for offshore companies



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Investment Consultant

  • Apr 2005 - Aug 2011

   Managed 70 million in client´s assets  Generated yearly commissions of above 700 thousand dollars meeting and exceeding projected production goals  Traveled within the region (Argentina and Brazil) visiting clients and prospects  Researched and study a wide variety of financial products  Managed 70 million in client´s assets  Generated yearly commissions of above 700 thousand dollars meeting and exceeding projected production goals  Traveled within the region (Argentina and Brazil) visiting clients and prospects  Researched and study a wide variety of financial products



Investment Scorecard Inc.

• Nasville, Tennessee

• Product Specialist and Team Leader

  • Apr 2003 - Apr 2005