Marcos Konig

Marcos Konig Email and Phone Number

Strategizing with Families and Business to Protect and Preserve their Wealth Achievements @ Global Planning Partners
miami, florida, united states
Marcos Konig's Location
Miami, Florida, United States, United States
Marcos Konig's Contact Details
About Marcos Konig

I help individuals, families and business owners achieve their lives' goals by providing advice and council, on an individual basis and help protect their assets, accumulate their wealth and plan its distribution in the most optimal manner.

Marcos Konig's Current Company Details
Global Planning Partners

Global Planning Partners

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Strategizing with Families and Business to Protect and Preserve their Wealth Achievements
miami, florida, united states
Employees:
7
Marcos Konig Work Experience Details
  • Global Planning Partners
    Affluent And Business Markets / Global Planning Partners
    Global Planning Partners Jan 2021 - Present
    Miami-Fort Lauderdale Area
  • Asset Protection And Liquidity Llc
    President / Ceo
    Asset Protection And Liquidity Llc May 2019 - Jan 2021
    Miami/Fort Lauderdale Area
    Provide solutions for UHNW, Non-US citizens/residents in obtaining significant credits and liquidity through the hypothecation of their single stock positions in foreign equity ownership without the need to liquidate such position. Establishing asset protection, wealth transfer and access to liquidity with strategies utilizing insurance alternatives.
  • Bullmark International, Llc
    Managing Director Americas
    Bullmark International, Llc Sep 2016 - Oct 2020
    Miami/Fort Lauderdale Area
    Focused alternative Investments, retiremnt/succession planning, net worth protection, and Liquidity
  • Vectorglobal Wmg
    Director - Institutional Business Development
    Vectorglobal Wmg 2012 - Sep 2016
    Miami/Fort Lauderdale Area
  • Kaes Usa, Inc
    Founder
    Kaes Usa, Inc Jul 1983 - Jul 2012
    Wholesale Currency Trading, SPOT, Forwards, Swaps. Specialize in Latin AMerican Exotic Currencies.
  • Madison Capital Markets, Inc.
    International Institutional Business Development
    Madison Capital Markets, Inc. 2011 - Jun 2012
    Miami, Florida
    International business development with a concentration in providing access to the US and Global capital markets for Latin American Institutional clients and Financial Institutions.
  • 1St Bridgehouse Securities, Llc / 1St Bridgehouse Consulting, Llc
    Managing Director
    1St Bridgehouse Securities, Llc / 1St Bridgehouse Consulting, Llc Mar 2011 - Aug 2011
    Miami,Florida
    1st Bridgehouse Securities is a "boutique" dedicated to raising capital for domestic and global clients through its investment banking operations with a team experienced in the areas of Corporate Finance, Mergers and Acquisitions, Restructuring, "Pipes", Consulting , Reverse Mergers, and other methods, always seeking the best outcomes for both clients and investors.Consulting:•Annual Investment Adviser Compliance Program•Annual Review of Compliance Systems and Procedures•Branch/OSJ Audits•Broker Dealer Formation•Clearing Broker/Third Party Marketing Reviews and Searches•Compliance/Operational Due Diligence•Firm Element Continuing Education Program•Joint Administrative Office (JAO)•Litigation Support and Expert Witness•New ADV Part 2•Required Annual AML Tests•Rule 1017 Filings•Turnkey Investment Advisor Registration Service
  • Direct Access Partners, Llc
    Senior Vice President Global Sales
    Direct Access Partners, Llc Jun 2010 - Dec 2010
    Identify and develop potential institutional clients in Latin America and provide quality global equity and fixed income executions, research, and Cap Raise/Introduction.
  • Latam Investments, Llc
    Chief Operating Officer
    Latam Investments, Llc Jun 2008 - Mar 2010
    Provides US and non-U.S. financial institutional clients, high net worth individuals, and intermediaries and their clients cost efficient access to global financial markets, products and services.
  • Metlife
    Financial Services Representative
    Metlife Feb 2008 - Jun 2008
    Strategic Consulting in helping individuals and businesses in the areas of growth. protection, and distribution of their assets through the identification of needs and satisfying these with insurance and/or investment products and plans.
  • Vfinance Investments, Inc.
    Evp Business Development
    Vfinance Investments, Inc. Nov 2004 - Jan 2008
    Utilize to full capacity our resources to advance in an opportunistic fashion by developing strategic relationships or value added initiatives to deploy within and ouside of the firm in the areas of: Investment Banking, Equities and Fixed Income Trading and Execution, Direct Equities and Options Market Access, Service Enhancement and Product Distribution.
  • Equitystation, Inc.
    President
    Equitystation, Inc. Sep 1998 - Nov 2004
    Started this Broker Dealer from inception upon the realization of the tremendous impact that technology would have in the way that securities business was transacted, specifically equities. Saw the need to offer direct market access, without the need of an intermediary broker or trader to professional traders and institutions world wide. Developed a network of associates in Latin America that helped sale, train and distribute our the trading platforms we negotiated to market with Spear Leeds & Kellogg ( Redi Plus), ITG (Radical and Triton), and Insta Quote.
  • North American Institutional Brokers / Global Partners Securities, Inc
    President
    North American Institutional Brokers / Global Partners Securities, Inc Sep 1987 - Nov 2004
    Wholesale Traders and Equities Market Makers. Made markets in over 3000 issues. Pioneers in offering direct market access DMA to professional traders to the Equities and Options Markets. Wholesale Distributors of Hedge Funds and Funds of Hedge Funds. Global Fixed income desk. Provided institutional access to emerging markets new issues of Sovereign Bonds.

Marcos Konig Skills

Development Acquisitions Reverse Mergers Consulting Restructuring Business Development Pipe Mergers And Acquisitions Institutional Business Development

Marcos Konig Education Details

Frequently Asked Questions about Marcos Konig

What company does Marcos Konig work for?

Marcos Konig works for Global Planning Partners

What is Marcos Konig's role at the current company?

Marcos Konig's current role is Strategizing with Families and Business to Protect and Preserve their Wealth Achievements.

What is Marcos Konig's email address?

Marcos Konig's email address is ma****@****hoo.com

What is Marcos Konig's direct phone number?

Marcos Konig's direct phone number is +130579*****

What schools did Marcos Konig attend?

Marcos Konig attended Philadelphia University, Louisiana State University And Agricultural And Mechanical College.

What skills is Marcos Konig known for?

Marcos Konig has skills like Development, Acquisitions, Reverse Mergers, Consulting, Restructuring, Business Development, Pipe, Mergers And Acquisitions, Institutional Business Development.

Who are Marcos Konig's colleagues?

Marcos Konig's colleagues are Jesse M., Pablo Ontaneda.

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