

MBA candidate with extensive experience in relationship management, combining exceptional client service with AI and advanced data analysis skills based on a strong foundation in mathematics & statistics. Recently relocated to the San Francisco Bay Area, currently processing my SIE with FINRA, focusing on a career transition into the US financial services sector, particularly in wealth management and private banking.
My background is defined by 10+ years of operational and client-facing excellence. As a former Managing Partner and Operations Manager , I have managed high-value assets, overseen complex financial transactions, and maintained relationships with High-Net-Worth (HNW) individuals. I understand that in wealth management, trust is the currency, and consistent precision is the standard
Acting as the bridge between technical feasibility and business goals, overseeing a 360-degree strategy for growth.
SKILLS & TOOLS