Mara Chouela
Miami Beach,FL
Summary
Seeking a challenging position that leverages over 20 years of experience as a results-driven asset management professional, specializing in the integrated management of financial assets and real estate properties for high-net- worth individuals.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Financial Advisor and Real Estate Associate
Self
01.2012 - Current
- Experienced financial advisor specializing in the comprehensive management of high-net-worth individuals' financial strategies and personal needs
- Proficient in real estate investment and property management, with a deep understanding of finance and tax optimization
- Known for a trust and privacy-focused approach, ensuring clients' sensitive information is handled with the utmost confidentiality
- Committed to delivering personalized, strategic solutions that enhance wealth preservation and meet the unique challenges faced by affluent clients.
Director
UBS AG
New York
01.2008 - 01.2009
- Successfully grew a portfolio with more than $200M in AUM in the Argentinean market in view of the adverse economic conditions and branding environment
- Focused primarily on client risk and return objectives due to the changing economy
Assistant Vice President
HSBC
Miami
01.2003 - 01.2008
- Managed AUM $120M for Argentinean high net worth clients
- Provided global investment advice to clients consistent with their financial goals and risk appetite
- Implemented asset allocation model for high net worth individuals in fixed income, equities, options, FX, mutual funds and alternative investments
- Structured fiduciary products for offshore customers including trust incorporation and insurance services
Chief of Staff to CEO
HSBC
Buenos Aires
01.2001 - 11.2002
- Evaluated and prepared quarterly board presentations
- Created monthly reports summarizing progress towards achieving organizational objectives.
- Provided administrative support to the executive team, including scheduling meetings, preparing presentations, and organizing travel arrangements.
- Coordinated marketing materials and liaised with Fund Managers
Planning Manager
HSBC
Buenos Aires
01.2000 - 12.2000
- Implemented and coordinated strategic business plans within HSBC Group
- Supported Group’s CEO by visiting clients and branches: Public Relations role and credit advice
- Centralized and analyzed financial information of existing and potential clients for management (Pension – Life & Annuities – Bank – Health Insurance)
- Performed acquisition analysis for potential new business
- Designed various presentations used by Group’s CEO in Head Office, London
Education
Masters - Finance, Economics
Universidad Torcuato Di Tella
Buenos Aires01-1999
Skills
- Wealth management
- Estate planning
- Process Improvement
- Reporting
- Real Estate - Florida
- Property Management
Certification
- Licenses: Series 7 and Series 66 (expired)
- Florida Real Estate license - Lumer Real Estate - Sales Associate
Languages
Native Spanish speaker and fluent English
Timeline
Financial Advisor and Real Estate Associate
Self
01.2012 - Current
Director
UBS AG
01.2008 - 01.2009
Assistant Vice President
HSBC
01.2003 - 01.2008
Chief of Staff to CEO
HSBC
01.2001 - 11.2002
Planning Manager
HSBC
01.2000 - 12.2000
Masters - Finance, Economics
Universidad Torcuato Di Tella
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