Experience

LifeInvest Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• VP Relationship Manager

  • Jun 2018 - Present

  Develop marketing plans and monitor sales plans for targeting prospects in LATAM. Conduct comprehensive review of client relationship/portfolios, including meeting with clients, lawyers and advisors to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation proposals. Develop marketing plans and monitor sales plans for targeting prospects in LATAM. Conduct comprehensive review of client relationship/portfolios, including meeting with clients, lawyers and advisors to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation proposals.



EMC Managers

• Nigeria
• Real Estate
• 1 - 100 Employee

• VP Relationship Manager

  • May 2009 - Jun 2018

  Private Banking Senior Banker responsible for developing and overseeing relationships with high net worth clientele in Venezuela Colombia, Ecuador and Chile. Manage a portfolio of private banking clients in excess of $55 million US dollars. Develop marketing plans and monitor sales plans for targeting prospects in Venezuela and through out the region. Secured numerous new accounts, increasing assets under management by 18% in 2015 and 20% in 2016 . Conduct comprehensive review of client portfolios, including meeting with clients, lawyers and advisors to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation proposals.



Citi

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

• VP Account Management

  • Jul 1996 - Jul 2009

  Managed a portfolio of ADR issuers in 6 different countries including: Spain (Telefonica S.A, Endesa S.A.), Portugal (EDP), Argentina (Petrobras Energia), Chile (Endesa, Enersis, Telefonica Chile), Venezuela (Manpa), Turkey (Sabanci) among others. Responsible for a portfolio of revenues close to $ 35 million per year. Maintained an active deal pipeline, identifying first-time issuer opportunities and take-away prospects in coordination with local sales teams, key influencer network, IB coverage team, corporate banking, private banking and other business units. Client retention 100% in all contract renewals. Led the corporate action team on M&A activity involving ADRs, proxy, special meetings, dividend payments and stock splits. Worked with attorneys on legal documentation. Supported clients’ US investor relations efforts, developing and executing strategies to increase visibility, liquidity, and cross border activity. Managed ADR issuers in the UK, Sweden (Volvo) as well as Peru and Colombia. Recipient of the Citibank Global Relationship Banking Award in 1999 for Telefonica S.A.


Chase
• Netherlands
• IT Services and IT Consulting
• Second Vice President

  • Dec 1994 - May 1996

Venezuelan American Banking Corporation
• Business Development Manager

  • Jan 1991 - Apr 1994