Carlos M.

Carlos M. is a seasoned financial professional with extensive experience in wealth management, focusing on high net worth clients in Latin America, particularly Brazil. Currently serving as a Director at Citi since July 2009, Carlos M. began a career in the Citi Private Bank Miami office, previously managing clients from Mexico, Central America, and the Caribbean. Prior to Citi, Carlos M. held roles as a Business Analyst at UBS, a Risk Consulting Analyst at Kroll, and a Client Associate at BankBoston, among other positions early in the career. Carlos M. holds a Bachelor's degree in Business Administration with dual majors in Marketing and International Business from Florida International University, a certificate in Finance from The Wharton School, and is pursuing a Master's degree in Real Estate Finance and Investment at New York University. Additionally, Carlos M. participated in international exchange programs at Universidad Autónoma de Madrid and the University of Alaska Southeast.