Years of experience: 3-5

United StatesPartnerBusiness Owner🧨 Consulting

Trust Score

Highly reliable; strong professional involvement.

65%
Sergio's Career Path
Partner, Brand Strategist & FinanceOct. 2021 -
Present
LCTM BRANDBUILDERSPartner, Brand Strategist & Finance
Miami, Florida, United StatesWe are a vibrant business consulting team focused on leveraging our collective experience and expertise in building relationships, identifying market opportunities, creating and growing brands, monetizing intellectual property, and defining best practices for the Arts, Sports, Entertainment, and Consumer Goods sectors.
Director, OneSouth Florida International Financial GroupNov. 2017 -
Oct. 2023
OneSouth Florida Wealth AdvisorsDirector, OneSouth Florida International Financial Group
Cooper City, Florida, United States · On-siteWe provide total financial needs analysis with expertise in: • Advisory services • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services
Financial Services ProfessionalJun. 2015 -
Oct. 2017
MassMutualFinancial Services Professional
Fort Lauderdale, Florida.At MassMutual South Florida, we work with you to develop customized financial strategies that help you attain what you want out of life, for yourself, your family, your business and your future. Our aim is to help you enjoy financial freedom and help you achieve your goals. Based in Fort Lauderdale, MassMutual South Florida (formerly DBS Financial Group) is one of the largest insurance and fi...