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Financial industry professional, leader and mentor with experience addressing the operational challenges that exist in today's financial services industry. As a COO and seasoned manager, I am responsible for overseeing my firm’s day to day business operations, while finding ways to enhance our operational efficiencies and improve scalability. I also work closely with the firm's executive committee on strategic planning, vision and goals of the firm. My focus is to provide best-in-class service and look after the best interests of our most important asset: our clients. Experienced with serving domestic and international markets and clients. Over 25 years working in the financial sector. Bilingual and fluent in Spanish and English. Please note: due to compliance restrictions currently governing registered investment advisers (RIA), I am not able to give or accept endorsements, or display those I have received. Any information provided on this page is for viewing purposes only.
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