Experience

Octogone NA

• Switzerland
• Investment Management
• 1 - 100 Employee

• Executive Director

  • Jun 2020 - Present

  www.octogone.ch www.octogone.ch


CÂSCARA
• Australia
• Wholesale Building Materials
• 1 - 100 Employee
• Board Member

  • Oct 2020 - Present


Clairmont Advisors Group

• Bahamas
• Investment Management

• • Apr 2018 - Mar 2020

  www.clairmontadvisorsgroup.com

• • Mar 2016 - Mar 2018

  www.clairmontadvisorsgroup.com



UBS Wealth Management

• Banking
• 1 - 100 Employee

• Director - Client Advisor for Colombia

  • Feb 2014 - Mar 2016

  Wealth management Client Advisor covering Colombia. Wealth management Client Advisor covering Colombia.



Bolsa de Valores de Colombia S.A.

• Colombia
• Financial Services
• 400 - 500 Employee

• General Manager Colombia Capital

  • Jan 2012 - Sep 2013

  •Worked directly with owners, CEOs and CFOs of some of Colombia's largest private companies; reviewed financing options through the Colombian Equity Exchange, including debt issuances, IPOs, partial public listings and securitizations. Developed close relationships with over 30 major companies in Colombia. •Worked directly with owners, CEOs and CFOs of some of Colombia's largest private companies; reviewed financing options through the Colombian Equity Exchange, including debt issuances, IPOs, partial public listings and securitizations. Developed close relationships with over 30 major companies in Colombia.



Societe Generale Private Banking

• Belgium
• Banking
• 1 - 100 Employee

• Client Relationship Manager

  • Apr 2008 - Oct 2010

  •Handled all aspects of client relationship maintenance, portfolio management and business development for VHNWI in Colombia, Ecuador, Mexico and Central America. •Handled all aspects of client relationship maintenance, portfolio management and business development for VHNWI in Colombia, Ecuador, Mexico and Central America.



Smart Invest Advisors

• Australia
• Financial Services
• 1 - 100 Employee

• General Manager Colombia

  • Apr 2005 - Apr 2008

  •Advised high-net-worth Latin American clients on wealth management issues such as asset allocation and wealth protection. •Established the Smart Invest Advisors operation in Colombia from the ground up. •Advised high-net-worth Latin American clients on wealth management issues such as asset allocation and wealth protection. •Established the Smart Invest Advisors operation in Colombia from the ground up.