Years of experience: 6

ConsultingFinanceMarketingBusiness OwnerSales & BizDevInvestor & VC

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Antonio's Career Path
Wealth Management AnalystAug. 2024 -
Present
WE Family OfficesWealth Management Analyst
Coral Gables, Florida, United StatesWE serves families as an outsourced family office, as an extension of their family office, or by managing special mandates and projects for families as needed. As fiduciary advisors, our clients’ interests come first, and our service offering is tailored to meet the specific needs of every family with whom we work across the world. Accordingly, WE has formed an alliance with two international...
MemberSep. 2023 -
May. 2024
Waltham, Massachusetts, United StatesCollaborator of the Tech Sector team, participating in weekly meetings and contributing to monthly pitches for the school’s investment fund.
Graduate AmbassadorSep. 2023 -
Jan. 2024
Waltham, Massachusetts, United StatesWorked with international students to guide them on their path to Bentley. Assured service excellence through tailored feedback on individual consultations, by respecting and prioritizing the prospects’ profile and needs. I gained transferable skills in CRM platforms, sales, advisory, teamwork, leadership, and process management.

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