Citigroup Personal Wealth Management Vice President. New York.Sales and Finance focus working with customers in US Private Bank for Latin America, and Europe.• Emphasis on CRM (customer relationship management) for business development with C-suite CEO/CFO Institutional sales and Private Bank.• Extensive current networking in personal, operational, and strategic relationships in New York, Miami, Latin America, and Europe.• Proficient in finance disciplines, asset management structures, and portfolio manager platforms implementing performance guide-lines for equity and credit portfolios.• Strategic focus on capital markets IPO Initial public offerings, sales planning, fund raising, private equity.In the context of public markets operating in equity markets, debt/bond/fixed income, money, derivatives, and commodities markets; multi-tasking portfolio assignments.• Sales measurements prioritized by portfolio performance, and sales revenues.• Management high visibility tasks include ongoing collaboration with management, customers, administration and operations, KYC teams, and compliance to remain current in laws, and global government regulations.• Fluent with technology and Licensed in multiple financial accreditations and current in numerous financial and administrative software systems.• Languages English and Spanish fluent command in business verbal and written.
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Private Wealth ManagementSavile Capital Group Oct 2023 - PresentMiami, Florida, United StatesCapital Markets, NYSE securities markets, and global exchanges. Asset Management strategies, sales trading. New York, Miami, Latin America. -
Citigroup Global Markets Inc. Vp, Financial Advisor.Citi Aug 2016 - Jul 2023Greater New York City AreaCitigroup Inc., New York, Vice President Financial Advisor Capital Markets, NYSE securities markets, and global exchanges. Asset Management strategies, sales trading. New York, Miami, Latin America, and Europe. -
Senior Director, Financial Advisor.Oppenheimer & Co. Inc. Jan 2001 - Aug 2016Stamford, Ct, NycOppenheimer & Co., Fixed income Asset Management (Institutional sales, in excess of one Billion AUM since 2007 – 2012) Senior Director Omega Portfolio Manager - Portfolio Manager. The Omega Portfolio Group, Oppenheimer & Co. Inc., New York.
Alex Mh. Mariño Skills
Alex Mh. Mariño Education Details
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Commerce And Engineering, And Finance. -
Finance, General
Frequently Asked Questions about Alex Mh. Mariño
What company does Alex Mh. Mariño work for?
Alex Mh. Mariño works for Savile Capital Group
What is Alex Mh. Mariño's role at the current company?
Alex Mh. Mariño's current role is Private Wealth Management.
What schools did Alex Mh. Mariño attend?
Alex Mh. Mariño attended Drexel University, Drexel University's Lebow College Of Business.
What skills is Alex Mh. Mariño known for?
Alex Mh. Mariño has skills like Asset Allocation, 401 Rollovers, Business Succession Strategies, Financial Advisory, Fixed Income Strategies, Relatioship Management, Retirement Plan Consulting, Risk Management Strategies, Securities, Tax Efficient Strategies, Wealth Management Services.
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