Merrill LynchInternational Financial Advisor
Sep. 2011 - Feb. 2014Greater San Diego AreaI expertly managed a book of business consisting of 30 households, and partnering with a New York-based team, retaining 95% of inherited assets. Key Accomplishments: ■ Restructured portfolio of accounts, expertly moving a percentage of bond accounts into equity and income generating strategies. ■ Optimized relationship management, demonstrating keen understanding of client needs, delivering successful results with complex offshore accounts, including trading, currency, hedging, alternative investments, market linked notes, international trust, international tax related issues, ETF’s, offshore and domestic funds.