Work:
Valores / Grupo Bancolombia
Apr 2011 - Mar 2013
Gerente Banca Privada
Lloyds Banking Group
- Miami/Fort Lauderdale Area Nov 2005 - Sep 2010
Business Development / Relationship Manager
Education:
Florida International University 2005 - 2006
Certificate in International Bank Management
Florida International University 2002 - 2005
Finance
Florida International University 2002 - 2005
International Business
Nova Southeastern University
MBA in Finance
Skills:
Financial Services, Wealth Management, Banking, Private Banking, Investments, Business Development, Portfolio Management, Wealth Management Services, Relationship Management, Strategic Financial Planning, Finance, Financial Modeling, Financial Analysis, Risk Management, Asset Management, Equities, Investment Banking, Capital Markets, Financial Risk, Fixed Income, Credit, Financial Planning, Management, Crm, Analysis, Valuation, Corporate Finance, Business Strategy, Strategic Planning, Esg, Portfolio Construction, Esg Investing
Certifications:
Series 7
Series 63
Certified Financial Planner (Cfp)
Certified Investment Management Analyst (Cima)
Series 66
Finra
Series 7, Series 66