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)
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!