Summary
Overview
Work History
Education
Personal Information
Timeline
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RICARDO SZLEZINGER

Miami,Florida

Summary

Luxury real estate professional with a background in wealth management, specializing in high-net-worth clients and premier properties in Coral Gables. Adept at financial analysis, market trends, and strategic negotiations to maximize client investments. Currently part of the Eklund Gomes team at Douglas Elliman, leveraging a world-class network to deliver unparalleled service and results.

Overview

34
34
years of professional experience

Work History

Associate Sales

Douglas Elliman
04.2024 - Current
  • Represent luxury buyers and sellers in Miami, Brickell, Coral Gables and surrounding high-end markets
  • Leverage wealth management expertise to advise clients on strategic real estate investments
  • Collaborate with a top-producing team to market exclusive listings and close multimillion-dollar deals
  • Build relationships with affluent clientele through networking, events, and personalized service

Vice President, Relationship Management

EMC Managers Consulting
05.2009 - Current
  • Senior Manager responsible for developing and overseeing relationships with high net-worth clientele in Latin America
  • Managed and helped develop a portfolio of private banking clients in excess of $50 million US dollars
  • Develop marketing plans and monitor sales plans for targeting prospects in Venezuela, Colombia, Chile, Ecuador
  • Secured numerous new accounts, increasing assets under management by 18% in 2012 and 20% 2013
  • Conduct comprehensive review of client portfolios, including meeting with clients, lawyers and advisors to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation proposals including traditional and non-traditional asset classes (equity, bonds, structured products)
  • Manage relationships as external manager with EFG Bank, HSBC, Morgan Stanley, PRG Portfolio Management

Vice President, Account Management

Citibank N.A.
08.1996 - 05.2009
  • Managed a portfolio of ADR issuers in 6 different countries including: Spain (Telefonica S.A, Endesa S.A.), Portugal (EDP), Argentina (Petrobras Energia), Chile (Endesa, Enersis, Telefonica Chile), Venezuela (Manpa), Turkey (Sabanci) Sweden (Volvo) among others
  • Responsible for a portfolio of revenues close to $35 million per year
  • Maintained an active deal pipeline, identifying first-time issuer opportunities and take-away prospects in coordination with local sales teams, key influencer network, 1B coverage team, corporate banking, private banking and other business units
  • Client retention 100% in all markets covered
  • Negotiated pricing and terms for sales retention/contract renewals
  • Led the corporate action team on M&A activity involving ADRs, proxy, special meetings, dividend payments and stock splits
  • Worked with attorneys on legal documentation
  • Supported clients' US investor relations efforts, developing and executing strategies to increase visibility, liquidity, and cross border activity
  • Managed ADR issuers in the UK, Sweden (Volvo) as well as Peru and Colombia
  • Recipient of the Citibank Global Relationship Banking Award in 1999 for Telefonica S.A. London, New York

Second Vice President

The Chase Manhattan Bank
01.1995 - 07.1996
  • Company Overview: New York, NY
  • Member of the sales team covering ADRs in Latin America
  • Worked and trained branch executives throughout LATAM on the ADR product
  • Developed sales plan the target plan for the first years of the product launching
  • Researched potential DR issuers, law firms and investment banks underwriting IPOs in LATAM
  • New York, NY

Business Development Manager

The Venezuelan American Banking Corporation
06.1991 - 12.1994
  • Company Overview: New York, NY
  • Established correspondent banking relationships in Venezuela, Colombia and Peru for international trade activity, letters of credit, stand by credits
  • Responsible for yearly business plan and financial goals
  • Managed the treasury of the bank and performed daily money market and investment transactions for the house and on behalf of clients
  • New York, NY

Education

License Real Estate -

01.2023

Bachelor of Science - Consumer Economics

Cornell University
Ithaca, New York
01.1987

Personal Information

Citizenship: US Citizen

Timeline

Associate Sales

Douglas Elliman
04.2024 - Current

Vice President, Relationship Management

EMC Managers Consulting
05.2009 - Current

Vice President, Account Management

Citibank N.A.
08.1996 - 05.2009

Second Vice President

The Chase Manhattan Bank
01.1995 - 07.1996

Business Development Manager

The Venezuelan American Banking Corporation
06.1991 - 12.1994

Bachelor of Science - Consumer Economics

Cornell University

License Real Estate -

RICARDO SZLEZINGER