Years of experience: 23

Banking & Capital MarketsInvestment ManagementCryptoFinancial PlannerInvestment BankerInvestment Officer

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Andres's Career Path
Wealth Advisor and Head of Alternative InvestmentsJan. 2024 -
Present
Gramercy Park Wealth AdvisorsWealth Advisor and Head of Alternative Investments
Atlanta, GAFinancial advisor with dually-registered RIA/BD firm HQ in Nashville, TN. Advisory services offered through Gramercy Park Wealth Advisors, LLC. Securities offered through GPWA, LLC, Member FINRA/SIPC. CRD#5238027 FINRA Series 7, 66, 79 Strategic objectives: I am looking to acquire a CPA firm specializing in tax services including tax planning, tax preparation, and tax advisory and hire female...
Head of FinTech InvestmentsAug. 2023 -
Jan. 2024
Bay Point AdvisorsHead of FinTech Investments
Atlanta, Georgia, United States- Developed relationships and provided resources, support, and education to founders and originators building fintech lending and emerging technology-enabled specialty finance startups - Partnered with fintech lending and specialty finance professionals at banks focused on fintech, warehouse lines and venture debt, venture capital funds, growth equity funds, attorneys, servicers, accelerators...
Head of Capital MarketsDec. 2022 -
Apr. 2023
Investment.comHead of Capital Markets
Investment.com is a crowdfunding platform for retail investors to purchase fractional interests in private assets. As Head of Capital Markets I was responsible for development and execution of the Capital Markets business plan, objectives and goals. I worked closely and supported the CEO, Chief of Staff, and Head of RE on financing prospective investment opportunities. I solicited and structu...

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