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• Provide advice on portfolio construction, fixed income and equity markets.• Provide advice to the investment committee of institutional clients on market opportunities, mutual funds analysis and fixed income research as well as any other investment subject on demand.• Manage over 200m and advise over 1B in over 200 separate accounts, more than 150 clients • Advise clients on financial planning strategies including taxes, real estate, insurance, and expenses. • Led a team developing and implementing an in-house portfolio and reporting software with access to over 15 custodians globally.

• Conducted Transfer Pricing Study (TPS) according to regulations of the U.S Treasury Dept. for the company within the Telecommunications Industry for 2010, 2011 and 2012.• Duties as a Junior Analyst included (but not limited to): inventory tracking, internal process analysis, bank reconciliation, operational improvement, evaluation of international taxation strategies, capital structure analysis and study of key financial ratios within CLA entities. • Assessment of investments in emerging markets throughout Latin America by taking into account sovereign risk, barriers of entry and possible beneficial contracts.

• Worked as assistant to the Chief Marketing Officer by conducting research regarding the Venezuelan clothing market.• Contributed to the selection of collections created by RORI based on American and European clothing trends. These collections aimed the first semester of 2012. Brands assessed include Urban, Robert Louis, Philippe Laurent and Sfera.• Collaborated in creating new advertising strategies for Christmas campaigns.