Guillermo Tello, Cfa, Cfp® Email & Phone Number

Providence, Rhode Island, United States

Responsible for providing financial planning and wealth management services to Washington Trust Wealth Management clients. Responsibilities include working with high-net worth individuals and their families to design, implement, and monitor customized financial plans to help them efficiently meet their goals through a combination of financial, investment.

Quito, Pichincha, Ecuador

• Assigned as an Advisor to the Ecuadorian Ministry of Economy and Finance.
• Responsibilities include providing technical advice and support to the Undersecretary of Government Accounting and his staff on a variety of financial reporting issues.
• Responsibilities also include providing technical advice and support to the Undersecretary of Treasury and Undersecretary of Budget on treasury management and budget execution issues, respectively.

Providence, Rhode Island, United States

Responsibilities included overseeing the Division of Taxation, the Division of Motor Vehicles, the Division of Municipal Finance, the Office of Revenue Analysis, the state’s Central Collections Unit, and the Division of Lottery.

Greater Jakarta Area, Indonesia

• Assigned as an Advisor to the Indonesian General Directorate of Treasury.
• Responsible for providing technical advice and support to the Director of State Cash Management and his staff on organizational development, financial reporting, budget execution, and treasury management issues.
• Responsibilities also included providing support to document business processes and procedures for the financial management information system, and to strengthen budget controls, financial reporting, cash flow.

Santo Domingo, Dominican Republic

• Assigned as an Advisor to the National Treasury of the Ministry of Hacienda of the Dominican Republic.
• Responsible for providing technical advice and support to the National Treasurer and his staff on organizational development, financial reporting, budget execution, and treasury management issues.
• Responsibilities also included providing support to document business processes and procedures for the financial management information system, and to strengthen budget controls, financial reporting, cash flow.

Boston, Massachusetts

• Advised and managed institutional client portfolios, including qualified retirement plans, endowment and private foundations.
• Responsibilities included developing asset allocation strategies and implementing investment policy, portfolio construction, spending policy and liability driven investment strategies
• Evaluated investment managers and alternative investment products and implemented into asset allocation strategies.

• Managed/traded with Portfolio Group $30 billion in fixed income securities composed of MBS, Government, Agency, Commercial Mortgage Backed and Asset Backed securities.
• Reported opportunities, risks, strategy recommendations and performance results to Treasurer and ALCCO.
• Developed and executed securities and derivatives strategies via portfolio optimization processes.
• Contributed to successfully managing portfolios for total return and income maximization targets.

• Managed with local treasuries all the Dollar securities portfolio, funding and liquidity management activities for the Bank’s branches in the Latin American region.
• Prepared written briefings on current country political and economic developments and presented to Head Office Asset Liability Management Committee.
• Maintained a dual role by also monitoring and reporting the risk management activities of the Treasury units in the region.

• Managed and directed Staff in all securities portfolio, derivatives, foreign exchange, funding and liquidity management activities for the Mexico Branch.
• Represented the Bank in meetings with the Mexican Central Bank and the local Bank regulatory agencies.

• Member of senior management team that established the Branch in Peru. Conducted meetings with the Peruvian Central Bank and with local Bank regulatory agencies.
• Managed and directed Staff in all securities portfolio, derivatives, foreign exchange, funding and liquidity management activities.

• Advised Senior Treasury Management on overseas treasury activities.
• Analyzed hedging strategies and derivatives structures for overseas units.
• Prepared and presented written briefings on country political and economic developments to Asset Liability Management Committee.
• As part of the Bank’s Strategic Planning group executed due diligence on acquisition target banks in the Latin American region.

M.B.A, Finance

B.S, Business Administration

M.B.A, Finance