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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000




Financial Consultant ~ Broker


Have consistently achieved or surpassed performance goals

throughout progressive career in Financial/Investment Services market


Professional Profile


Ø  NASD Series 7, 6, 63 Securities License

Ø  NYS Life, Accident & Health, Variable Life, Variable Annuities License

Ø  Expert in managing international/domestic high net worth client portfolios valued as high as $120M

Ø  Specializing in Latin America markets for past decade; have routinely traveled to Latin America and Caribbean to expand and solidify critical relationships

Ø  Excel in defining financial planning, portfolio diversification, asset allocation, wealth transfer, and tax minimization strategies tailored toward  individual client needs and goals; apply client-focused, solutions-oriented approach toward optimizing client/portfolio performance

Ø  Resourcefully conduct comprehensive research to clearly identify and capitalize on lucrative opportunities for generating new business as well as developing existing clientele

Ø  Effectively determine and implement targeted action plans to boost corporate share of customer financial portfolios in highly competitive markets

Ø  Results-driven leader experienced in coaching and directing as many as 9 branch management, sales, teller, and administrative support staff

Ø  Bi-lingual oral/written fluency in English and Spanish; well-versed in Italian language

Ø  Equally effective in independent and collaborative teamwork environments; consistently committed to achieving individual, group and corporate goals


Career Track


Wells Fargo Advisors, aka Wachovia Securities LLC-New York, NY                                 2005-Present
Financial Advisor

Have successfully established, developed and managed portfolio of Latin America clients, with focus on Venezuela, Argentina and Mexico markets


JPMorganChase-New York, NY                                                                                      1997-2005
IPB, Senior Relationship Manager, VP; 2000-2005

Promoted to grow and manage $120M portfolio of high net worth individuals in Latin America, targeting Venezuela and Argentina as well as Spain

PFS, Relationship Manager, AVP; 1997-2002

Effectively managed $80M portfolio of New York/Tri-State region high net worth clients; through proactive ongoing customer contact, leveraged self as bank focal point for target customer segment

First Bank Of the America-New York, NY                                                                        1993-1997
Branch Manager, AVP; 1996-1997

Senior Sales Rep, AT; 1993-1996

Progressed to manage branch employing an Operation Manager/Assistant Manager, 3 Sales Representatives, 4 Bank Tellers, and an Administrative Assistant; coached staff to optimize performance in delivering quality customer service, building key relationships and driving business growth through additional product/service sales


Academic Credentials


Bachelor of Arts, Business Administration

Pontificia Universidad Catolica Madre y Maestra -Santiago, Dominican Republic

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