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Mobile PHONE NUMBER AVAILABLE Email EMAIL AVAILABLEInitiative-taking and results oriented professional. Firsthand management style in the development and implementation of strategic plans to support rapid company growth. Ability to analyze and incorporate changes, as well as organizing and coordinating projects. Capability to manage multiple assignments while meeting tight deadlines.GENERAL SKILLSBusiness Development - Banking and Operation - Financial Planning - Sales and Operations -Wealth Management - Business Analysis - Relationship Management - Portfolio Analysis -Risk Management/Compliance - Bilingual (English/Spanish)PROFESSIONAL SKILLSRelationship ManagementExecution, negotiation, and implementation of solutions; including Funds Activities, Risk Management,Analytics and Performance reviews.BankingManaged corporate liquidity, investments, and risk management for the bank financial activities.Forecast cash flow positions, related borrowing needs and funds available for investments.Cross sell of products and services for domestic and international clients to help them with their financial,liquidity, and operational needs. Function as an intermediary between the client and the bank.Supervision and ComplianceSale supervisor for the International Banking Group (IPB) Latin American business and operations. Validatethat sale force activities followed state rules and regulations and executed according to bank policies.Responsible of the interviews and hiring of personnel for the LATAM business.WORK EXPERIENCEBank of America. Senior Banker from July 2022 to PresentMorgan Stanley Smith Barney Financial Advisor from June 2014 to July 2022UBS Financial Services of PR Wealth Management from Jan 2007 to June 2014Scotiabank of Puerto Rico AVP, Treasury Officer from May 2000, to Jan 2007Citigroup of Puerto Rico Sales Supervisor from 1990 to May 2000EDUCATIONSacred Heart University of Puerto Rico Bachelor's degree in business administration (BBA)Interamerican University of Puerto Rico Masters degree in business administration (MBA) |