Jorge Gutierrez Email & Phone Number

Miami, Fl, Us

Miami, Florida, United States

A leading global financial services company that have earned their reputations as experts in the industry. Founded in 2013, the teams network expands globally throughout the Americas, Europe, Africa, Middle East, Asia and Australia markets.Our core expertise focuses on global distribution, capital raising, product design and marketing. The group offers leading global Investment solutions that include real estate, private equity, fin tech and insurance offerings that are distributed through the world’s largest financial institutions.The global teams collective experience working Internationally, and our reputation and local knowledge of these diverse markets allows our clients the opportunity enter and penetrate attractive markets effectively and efficiently.

Miami, Fl

Delivering Sanlam Global Investment Solutions to financial advisors across all channels including B/D, Bank, Independent and family office in the U.S. offshore and Latin American markets. Sanlam offers proprietary passive strategies and total portfolio risk overlay solutions to international clients to smooth investment returns over market cycles.

Miami, Florida

Secure US Mailing is a logistics company offering hold mail and parcel services for international clients who wish to custody their US-based correspondence in the United States for safekeeping. Clients can chose to have their correspondence held, forwarded to another address or simply destroyed to ensure proper handling of information.

Miami, Fl

Wells Fargo Advisors International Private Client Group - assisted a top wealth management team in client acquisition, asset allocation policy and trading strategies.

Us Offshore And Latin America

Develop the firm's offshore sales distribution to the U.S. offshore and Latin America markets including B/Ds, bank, independent, family offices and local markets. Also responsible for Latin American institutional pension fund market. Developed local strategic fund partnerships in Chile, Peru and Colombia.

Miami, Fl And Mendoza, Argentina

Team leader in Argentina group overseeing several private banking teams managing $440mm in client assets. Assigned to a two-year post in Argentina to develop wealth management services throughout interior provinces.

Minneapolis, Mn

Responsible for sales and marketing of IAI Mutual Funds to the RIA and independent channels in the Southeast Region on the United States - 14 state region.

Orlando, Fl

Responsible for sales and marketing of insurance, annuity and mutual fund products to high net worth retail market located in the greater Central Florida region.