Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Wealth Management
undefinedInter-American Development Bank -Certificate- Project Management for Development
Inter-American Development Bank -Certificate- Project Management for Development
Life Office Management Association (LOMA)
Proficiency in General Insurance
United Nation Conference on Trade and Development (UNCTAD) - Certificate- Completion of the UNCTAD study program