Resumes
Resumes
Managing Director
View pageLocation:
Miami, FL
Industry:
Financial Services
Work:
Mercury Sba Mar 2017 - Sep 2018
Director of Business Development
Wealth Global Advisors Davos Financial Group Jan 2012 - Aug 2014
Vice President Business Development
Fortis Global Advisors Jan 2012 - Aug 2014
Managing Director
Merrill Lynch Aug 2007 - Dec 2011
Vice President Global Wealth and Investment Management
R.a Brandon Apr 2000 - Aug 2007
Director of Business Development - Institutional Clients - Global Welath Planning
Director of Business Development
Wealth Global Advisors Davos Financial Group Jan 2012 - Aug 2014
Vice President Business Development
Fortis Global Advisors Jan 2012 - Aug 2014
Managing Director
Merrill Lynch Aug 2007 - Dec 2011
Vice President Global Wealth and Investment Management
R.a Brandon Apr 2000 - Aug 2007
Director of Business Development - Institutional Clients - Global Welath Planning
Education:
Wharton Aresty Institute of Executive Education 2011
The Wharton School 2011 - 2011
University of Miami Herbert Business School 1987 - 1991
Bachelors, Bachelor of Science, Marketing, Business Management, Business, Management
The Wharton School 2011 - 2011
University of Miami Herbert Business School 1987 - 1991
Bachelors, Bachelor of Science, Marketing, Business Management, Business, Management
Skills:
Investments
Wealth Management
Portfolio Management
Business Development
Strategic Planning
Financial Services
Strategic Financial Planning
Management
Asset Management
Business Strategy
Alternative Investments
Mutual Funds
Equities
Asset Allocation
Fixed Income
Finance
Financial Planning
Financial Analysis
Insurance
Risk Management
Business Planning
Marketing Strategy
Capital Markets
Negotiation
Banking
Sales
Securities
Hedge Funds
Mergers and Acquisitions
Strategy
Investment Advisory
Investment Banking
Financial Modeling
Marketing
Analysis
Private Equity
Leadership
Entrepreneurship
Financial Advisory
Wealth Management
Portfolio Management
Business Development
Strategic Planning
Financial Services
Strategic Financial Planning
Management
Asset Management
Business Strategy
Alternative Investments
Mutual Funds
Equities
Asset Allocation
Fixed Income
Finance
Financial Planning
Financial Analysis
Insurance
Risk Management
Business Planning
Marketing Strategy
Capital Markets
Negotiation
Banking
Sales
Securities
Hedge Funds
Mergers and Acquisitions
Strategy
Investment Advisory
Investment Banking
Financial Modeling
Marketing
Analysis
Private Equity
Leadership
Entrepreneurship
Financial Advisory
Interests:
Economic Empowerment
Education
Environment
Science and Technology
Human Rights
Arts and Culture
Education
Environment
Science and Technology
Human Rights
Arts and Culture
Languages:
English
Spanish
Catalan
Spanish
Catalan
Certifications:
Wharton Executive Education
Wealth Management For the Uhnw
Wealth Management For the Uhnw