Results-oriented international management executive and business development consultant. Cultivate relationships through soft skills and supporting investors, executive teams, and boards of directors. Teambuilder with friendly interpersonal skills.
Sales Management
Focus on fund distribution through offshore wealth management platforms. Lead investor relations initiatives for various fund managers and investment companies. Responsible for wholesaling and capital introductions of offshore mutual funds, hedge funds, and FoHFs in the Americas. Results-oriented achievements:
Business Development
Collaborate with top financial advisors and asset managers in the Asia Pacific, EMEA, and Latin American regions. Generate and update a pipeline of potential clients through CRM, Sales Navigator, investment analysis, communication, networking, events, and social media. Client segments:
Create and update marketing collateral including investment summaries, company profiles, team bios, fact sheets, presentations, and DDQs in addition to ad hoc materials. Orchestrated training programs for various institutional clients in Bogotá, Boston, Buenos Aires, Miami, London, and Rome. Clients included Banco Santander, Credit Suisse, EFG, Lehman Brothers, Merrill Lynch, Morgan Stanley, Smith Barney, UBS, and Wachovia.
Leadership
Supervised Regional Sales Managers in Latin America and US offshore territories. Recruited, hired, trained, and mentored North America Offshore Internal Sales Team. Managed Miami office. Taught individuals in private sessions. Instructed group classes and presented in front of large audiences.
Pioneer Investments | Boston, MA USA
Vice President, Regional Sales Manager and Miami Office Manager - Wholesaler (2002-2007)
Director – Wholesaler, Latin America Sales, Miami, FL (1999 – 2001)
Merrill Lynch & Co | New York, NY USA
Director – Wholesaler, Latin America Sales, Miami, FL (1999 – 2001)
Vice President, Regional Sales Manager – Wholesaler, Buenos Aires, Argentina (1998 – 1999)
Product Manager, New York, NY (1996 – 1997)
Marketing Specialist, Princeton, NJ (1993 – 1995)