Marcos Konig Email and Phone Number
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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.
Global Planning Partners
View- Website:
- globalplanningpartners.com
- Employees:
- 7
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Affluent And Business Markets / Global Planning PartnersGlobal Planning Partners Jan 2021 - PresentMiami-Fort Lauderdale Area -
President / CeoAsset Protection And Liquidity Llc May 2019 - Jan 2021Miami/Fort Lauderdale AreaProvide 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.
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Managing Director AmericasBullmark International, Llc Sep 2016 - Oct 2020Miami/Fort Lauderdale AreaFocused alternative Investments, retiremnt/succession planning, net worth protection, and Liquidity
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Director - Institutional Business DevelopmentVectorglobal Wmg 2012 - Sep 2016Miami/Fort Lauderdale Area -
FounderKaes Usa, Inc Jul 1983 - Jul 2012Wholesale Currency Trading, SPOT, Forwards, Swaps. Specialize in Latin AMerican Exotic Currencies.
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International Institutional Business DevelopmentMadison Capital Markets, Inc. 2011 - Jun 2012Miami, FloridaInternational business development with a concentration in providing access to the US and Global capital markets for Latin American Institutional clients and Financial Institutions.
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Managing Director1St Bridgehouse Securities, Llc / 1St Bridgehouse Consulting, Llc Mar 2011 - Aug 2011Miami,Florida1st 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
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Senior Vice President Global SalesDirect Access Partners, Llc Jun 2010 - Dec 2010Identify and develop potential institutional clients in Latin America and provide quality global equity and fixed income executions, research, and Cap Raise/Introduction.
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Chief Operating OfficerLatam Investments, Llc Jun 2008 - Mar 2010Provides 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. -
Financial Services RepresentativeMetlife Feb 2008 - Jun 2008Strategic 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. -
Evp Business DevelopmentVfinance Investments, Inc. Nov 2004 - Jan 2008Utilize 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. -
PresidentEquitystation, Inc. Sep 1998 - Nov 2004Started 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.
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PresidentNorth American Institutional Brokers / Global Partners Securities, Inc Sep 1987 - Nov 2004Wholesale 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
Marcos Konig Education Details
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Textile Engineering
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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