Jorge Gutierrez

Jorge Gutierrez Email and Phone Number

Managing Director @ Royal Palm Companies
Miami, FL, US
Jorge Gutierrez's Location
Miami, Florida, United States, United States
Jorge Gutierrez's Contact Details

Jorge Gutierrez work email

Jorge Gutierrez personal email

n/a
About Jorge Gutierrez

Jorge Gutierrez is a Managing Director at Royal Palm Companies. He possess expertise in fixed income, wealth management, mutual funds, portfolio management, investments and 10 more skills. He is proficient in Spanish.

Jorge Gutierrez's Current Company Details
Royal Palm Companies

Royal Palm Companies

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Managing Director
Miami, FL, US
Website:
rpcholdings.com
Employees:
47
Jorge Gutierrez Work Experience Details
  • Royal Palm Companies
    Managing Director
    Royal Palm Companies
    Miami, Fl, Us
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  • Paradigm Capital International
    Managing Partner - Founder
    Paradigm Capital International Jan 2015 - Present
    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.
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  • Sanlam Global Investments Solutions
    Vice President - Americas
    Sanlam Global Investments Solutions Sep 2014 - Present
    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.
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  • Secure Us Mail
    Founder
    Secure Us Mail Jan 2013 - Present
    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.
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  • Wells Fargo Advisors
    Srca
    Wells Fargo Advisors Oct 2013 - Sep 2014
    Miami, Fl
    Wells Fargo Advisors International Private Client Group - assisted a top wealth management team in client acquisition, asset allocation policy and trading strategies.
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  • Eaton Vance
    Director Of Offshore Sales
    Eaton Vance May 2003 - Nov 2012
    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.
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  • Lloyds Banking Group
    Vice President
    Lloyds Banking Group Dec 1998 - Apr 2003
    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.
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  • Investment Advisors Inc
    Investment Associate
    Investment Advisors Inc Sep 1994 - Nov 1998
    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.
  • Phoenix Life Insurance Company
    Financial Planner / Life Underwriter
    Phoenix Life Insurance Company Jan 1992 - Sep 1993
    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.
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Jorge Gutierrez Skills

Fixed Income Wealth Management Mutual Funds Portfolio Management Investments Finance Strategy Insurance Series 7 Alternative Investments Financial Services Fixed Annuities Asset Allocation Asset Management Equities

Jorge Gutierrez Education Details

Frequently Asked Questions about Jorge Gutierrez

What company does Jorge Gutierrez work for?

Jorge Gutierrez works for Royal Palm Companies

What is Jorge Gutierrez's role at the current company?

Jorge Gutierrez's current role is Managing Director.

What is Jorge Gutierrez's email address?

Jorge Gutierrez's email address is jg****@****nce.com

What schools did Jorge Gutierrez attend?

Jorge Gutierrez attended University Of Central Florida - College Of Business Administration.

What skills is Jorge Gutierrez known for?

Jorge Gutierrez has skills like Fixed Income, Wealth Management, Mutual Funds, Portfolio Management, Investments, Finance, Strategy, Insurance, Series 7, Alternative Investments, Financial Services, Fixed Annuities.

Who are Jorge Gutierrez's colleagues?

Jorge Gutierrez's colleagues are Alfredo Vizcarrondo, Javier Garcia, Philip Carroll, Gino Tarabotto Diaz, Kamil Salame, Hugh Turner Banks, Robert Horne.

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