Position:
Executive Director at JP Morgan
Location:
Miami/Fort Lauderdale Area
Work:
JP Morgan
- Miami/Fort Lauderdale Area since Feb 2010
-
Executive Director
UBS Wealth Management
2007 - 2009
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Director
Citigroup Private Bank
2005 - 2007
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Vice President
Arthur Andersen (Alpha Corporate S.A)
1999 - 2003
-
Mergers and Acquisitions Associate
Wedbush Morgan Securities
1997 - 1999
-
Margin Trading Analyst
Education:
University of Virginia - Darden Graduate School of Business Administration 2003 - 2005
MBA
Universidad de Navarra 1993 - 1997
Business Management and Administration
Skills:
Private Banking, Investments, Family Office, Asset Managment, Wealth Management, Financial Modeling, Due Diligence, Financial Structuring, Investment Banking, Equities, Portfolio Management, Private Equity, Investment Advisory, Capital Markets, Emerging Markets, Strategic Financial Planning, Securities, Alternative Investments, Corporate Finance, Valuation, Fixed Income, Structured Products, Asset Allocation, Investment Management, High Net Worth Individuals, Series 7, Trading, Investment Strategies, Series 63, Credit, Relationship Management