Met with Business Owners, Family Offices, Institutional Investors to obtain in depth understanding of their business and personal goals and provide customized solutions to help them meet their investment needs and objectives.
Developed and maintained CRM database of leads and prospective investors for each product category.
Developed, prepared and maintained a full suite of up to date proprietary marketing materials for client meetings as well as conferences for all products for the use of the firm and its employees.
Maintained firm website.
Responsible for registering lwPartners brand in Curacao and developing group website.
Created and maintained company presence in third party marketing websites; including Preqin, Bloomberg, Morningstar, Barclays Hedge and others.
Managed relationships with Third Party Marketers like Hedge Connection, Preqin, Sum Zero and others.
Participated in weekly Marketing Call with other members of the industry throughout the US.
Managed Investment Committee scheduling and minutes as per compliance regulations.
Responsible for prospecting, profiling, on boarding and documenting new clients to the RIA for fund client's products and Discretionary and Non Discretionary SMAs.
Marketing and Investor Relations Consulting for other firms in the lwPartners Network of Companies: including LW Investment Management Ltd(Bahamas), LW Securities(Mexico), LW Asesores de Inversiones(Panama).
BBVA-Compass Bank | Miami, FLRelationship Associate10/2013 - 12/2013
Series 65 Investment Advisor Representative License Certificate in Advanced Excel July 2013 Total Training For Microsoft Online Courses
Certificate in Risk Management with Derivatives Masters in Business Administration, Finance Bachelors Degree in Economics
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