I collaborate with high-net-worth individuals, families and foundations to achieve their financial goals through tailored relationship management and strategic planning. I am dedicated to building trust and delivering personalized solutions that cater to meeting immediate needs, as well as fostering long-term success and peace of mind.
My Experience
I started at Fiduciary Trust International in 2000 in the Sales & Marketing department. In 2005, I moved into Investments, starting as an analyst and working my way up to Portfolio Manager. I transitioned to a Relationship Manager in 2021, working closely with clients to ensure they are supported and can take full advantage of all the services Fiduciary Trust International has to offer.
Education
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Boston University, B.A. in International Relations
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ABA Wealth and Trust School, Levels 1 and 2 (2021 and 2022)
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McKinsey Academy, Hispanic and Latino Management Accelerator Program (2022)