Experience

  • Vice President Investments

    at Oriental Financial Services

    May 2013 - at Present

    San Juan

    Provide advice and sale investments, retirement products, financial planning, trust services and bank products services to affluent clients.

  • Producing Branch Manager

    at UBS

    March 2001 - May 2013

    San Juan

    As Branch Manager I was in charge of P&L, recruiting, compliance, legal and regulatory matters, branch production, coaching, sales management and human resources. As Wealth Advisor I emphasized in financial planning and wealth management specially focused on asset allocation, portfolio management, retirement planning, education funding and estate planning.

Education

  • MBA Global Management

    at University of Phoenix

    2007 - 2009 (2 years) San Juan

  • BS Economics

    at Unversity of Puerto Rico

    1988 - 1991 (3 years)

Hives