Financial Investment Advisor, Fortune 500 Senior Marketing Executive and Supervisory Jurisdiction and Compliance Officer for an International Broker/Dealer with two decades of successful experience helping individuals and families manage their retirement assets and distributions. Broad-based expertise includes retirement and estate planning, wealth management, insurance, finance, securities, marketing, sales and general management, new market penetration, product development, research, sales forecasting, advertising, promotion, public relations, trading and supervision, P&L management. Fluent in Spanish. Dedicated to building effective relationships and providing support to stakeholders, regulators, executive teams and boards of directors. Licenses held: 24, 7, 65, and 63.
...Vice President, Investments at Stirlingshire