Award winning professional with demonstrated experience focused on strategy and wealth management for HNWI, UHNWI, single family offices, investment advisory and asset management firms across USA, LATAM and the Middle East. Has several years of experience in executive roles within the family office and UHNWI sphere with a successful track record of building profitable organizations across a wide array of wealth management models. Has an extensive reach and professional network which can be leveraged to accomplish challenging mandates.
Specialities
Strategy development and implementation
Delivering exceptional client experience
Experience leading successful management teams
Sales and growth strategies
Product development & placement
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