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Work Background
Confidential ( Stealth Mode )Family Office Client Consultant
Jun. 2021Develop comprehensive strategies to meet the clients' objectives.
Provide ongoing support, advice and guidance throughout the project lifecycle.
Prepare detailed reports outlining progress and achievements against targets.
Explore new opportunities with existing clients to increase revenue streams.
Analyze data from various sources to provide insights into client behavior.
Create innovative solutions tailored to individual client requirements.
Power Up Radio TV Live FM Financial Radio Talk ShowPresident Founder Radio Host
Jan. 2021Boca Raton, Florida, United States · On-siteStartup FM radio show focused on audience members through live telephone calls and personal commentaries on show topics, including political happenings, financial news, community developments, and other relevant items of interest. Initiate spirited debates with guests on diverse topic. Coordinated on-air talent and guests, ad announcements, new ideas and segments. Research and develop stories that reflect unique sensibilities in alignment with the show brand. Facilitated schedules promotional appearances to drive branding and sales revenues for both advertisers and sponsors.
Coral Gables TrustSenior Wealth Advisor, VP
Aug. 2016 - Jan. 2021Miami/Fort Lauderdale AreaSpecialized in catering to a diverse affluent client base, small to medium-sized companies, foundations, as well as pension and endowment funds. Key responsibilities to offer personalized advice tailored to the unique financial goals and circumstances of each client. This involved conducting in-depth assessments of their financial situations, risk tolerances, and long-term objectives. Facilitated access to a wide range of investment opportunities and strategies, ensuring portfolios were well-positioned to capitalize while effectively managing risk.
TDVice President, Sr. Investment Advisor
Aug. 2010 - Jun. 2015FloridaAs a Private Client Investment Advisor, provided high net worth and institutional clients with TD Wealth’s full suite of financial and banking solutions, portfolio investment management, Trust and Estate planning services. Financial planning services and wide range of brokerage services. Through a team-based, consultative approach, work closely with each client to identify their investment objectives and implement solutions to help them achieve their financial goals. Regularly review of portfolio details and leverage full scope of resources available through TD Wealth and TD Bank to provide holistic solutions.
Bank of America Merrill LynchRegional Wealth Business Manager
Jan. 2006 - Dec. 2008US Southeast RegionServed as a key member of leadership team supporting the US Southeast region market leaders, private bankers and investment advisors. Lead diverse key sales initiatives and operational functions. Management included financial budgeting, personnel processes, project management, training, service quality control, process improvement. Coordinating key team members in analysis for effective delivery in training of products, services, technology. Credit and pricing decisioning, research, risk assessment. Six Sigma project consultant.
Bank of America Merrill LynchSVP, Senior Client Wealth Manager
Jan. 1998 - Jan. 2006Fort Lauderdale, FLConsistent ranking Top 10% in the country developing and managing a Portfolio of High Net Worth Professional and Executives. Work a holistic and team partner approach offering Wealth Management financial solutions and products. Partner and coordinate with Financial Specialists. Provide complex credit opportunities. Develop a client relationship plan for all clients and ensure highest level of service standards. Support ongoing relationship expansion activities. Accountable to joint calling, client acquisition and retention of high net worth clients. Solid reputation for integrity and quality of service resulting in a high level of referrals. Active networking, community involvement and cultivation of centers of influence.
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