Economist graduated from Southern Methodist University, Bachelor of Arts, in Dallas, Texas. He worked in various brokerage firms in the United States (2005 – 2010), including Oppenheimer & Co., Wachovia Securities, and Wells Fargo Advisors. He was part of a 10 person team dedicated to service institutional accounts in Latin America, offering various brokerage services, being responsible for offering detailed financial solutions in an efficient and fiduciary manner. Holds the international certification of Certified Investment Management Analyst® (CIMA®) since 2013. Works in SweetWater Securities Inc. since its foundation in June 2010 and is the Vice-president of Wealth Management, responsible for the development of an adequate administrative platform to facilitate the integration of all tasks related to the management of clients’ wealth.
Southern Methodist University – Dallas, Texas (USA)
B.A. in economics with a subspeciality in psychology 2001-2005
Certified Investment Management Analyst (CIMA) – Presente
Series 63 – Uniform Securities Agent State Law Examination – 2009
Series 7 – General Securities Examination – 2006
Series 65 – Uniform Securities Adviser Law Examination – 2006
Spanish / English