Morgan Stanley Jan 2014 - Dec 2016
Wealth Management
The Font, Inc. Jan 2014 - Dec 2016
External Director
Stolk Enterprises Dec 2008 - Jan 2014
Independent Management Consultant
Club Staffing Apr 2008 - Dec 2008
Marketing Project Specialist
Eqlectic Entertainment Jun 2005 - Apr 2008
Director of Artists and Repertoire
Education:
University of Miami 2000 - 2006
Bachelors, Bachelor of Science, Economics, Industrial Engineering
Skills:
Portfolio Management Wealth Management Operations Management Finance Business Development Investments Strategic Planning Project Management Microsoft Office Management Business Process Improvement Public Speaking Leadership Estate Planning Customer Service Asset Allocation Team Leadership Relationship Building Microsoft Excel Quality Assurance Digital Marketing Social Media Marketing Customer Retention Market Research Financial Analysis Cross Functional Team Leadership Process Quality Improvement Management Consulting Program Management Industrial Engineering Competitive Analysis Entrepreneurship Negotiation Marketing Strategy Fiduciary Services Structured Investments Managed Accounts Fixed Income Equities Mutual Funds Alternative Investments Sales Social Media Microsoft Word Microsoft Powerpoint Microsoft Outlook Microsoft Project Account Management Mortgage Lending
Interests:
Children Economic Empowerment Environment Education Human Rights Health
Languages:
English Spanish French Portuguese
Certifications:
Series 7: General Securities Representative Series 66: Uniform Combined State Law Examination Nmls
Morgan Stanley Jan 2014 - Nov 2016
Global Private Wealth Advisor
Education:
University of Miami Herbert Business School 2004 - 2006
Bachelors
University of Miami 2000 - 2004
Bachelors
Skills:
Portfolio Management Operations Management Wealth Management Project Management Investments Business Process Improvement Finance Business Development Strategic Planning Microsoft Office Public Speaking Leadership Asset Allocation Team Leadership Relationship Building Estate Planning Quality Assurance Digital Marketing Social Media Marketing Customer Retention Market Research Financial Analysis Cross Functional Team Leadership Process Quality Improvement Management Consulting Program Management Industrial Engineering Competitive Analysis Entrepreneurship Negotiation Marketing Strategy Fiduciary Services Structured Investments Managed Accounts Fixed Income Equities Mutual Funds Alternative Investments Sales Social Media Microsoft Excel Microsoft Word Microsoft Powerpoint Microsoft Outlook Microsoft Project Customer Service Account Management Management Mortgage Lending