Director
CurrentServe as Credit and Banking Specialist in international Credit and Banking Group with client relationship management responsibility for High Net Worth and Ultra High Net Worth international client segment (Latin America). Drive cash management solutions with international & domestic banking entities, and partner with Regional Financial Advisors, Sales Management Teams, Office Management Members and clients to improve client retention and increase assets under management while safeguarding firm's interests and capital.Responsible for proactive sales and marketing of credit and banking products, negotiate structures and pricing and close transactions. Conduct client needs based portfolio analyses and leverage full suite of tools and resources including liquidity proposals, large deposit strategies, enhanced book reviews and multi- language marketing support.Also partner with Office management in the new recruit due diligence process.