My Primary role is to source Commercial and Residential Real Estate opportunities and acquisitions for primary residence, investments and real estate development projects, working closely with professionals in order to achieve the client's goals.

• Advise and develop investment strategies for domestic and foreign investors.• Source real estate investment deals for residential and commercial properties.• Market research and analysis for real estate development.• Strategic Consulting, structuring purchase and sale of businesses.• Business protection with Buy/Sell agreement.• Key man insurance.• Provide full support with a strong network of professionals to finalize the business transaction.• Implement financial strategies based on personal or business needs.• Structure and develop business retirement planning.• Staff sourcing and placement.

• Account Manager responsible for acquiring and maintaining portfolio of clients. • Did business and market research to use proper channels to reach targets.• Promoted quarterly client events, in order to deepen relationships.• Integrated diverse staff ethnicity to attend foreign clients. • Expanded and managed domestic accounts, also including foreign clients in Latin America and UK.• Responsible for identifying opportunities that will drive company growth to reach annual goals.• Used score card to manage Key Performance Indicator to achieve annual targets. • Acquired new customers through centers of influence and civic organizations.• Worked closely with colleagues Identifying sales opportunities and referring to different channels within the organization to cross-sell.• Six sigma business strategy certified. • Fully Credit Trained.• Personal and business Financial Planner.• Business Succession and continuity (Business Buy Sell and Buy out Agreements).• Trade Services (letters of credit).• Processed lines of credit and credit cards.• Foreign Exchange.• Payments and Cash Management Solutions.• International Business Client Acquisition and Cross Border credit.• Cash Flow Analysis, operating and Working Capital.

• Investment and Insurance licensed.• Advised and developed investment strategies for personal and business clients.• Reviewed, analyzed and implemented investment portfolios. • Provided a wide range of insurance products (life, health, annuities, disability and long term care).• Created and managed comprehensive benefit packages for small and mid sized companies. • Sold investment products such as: IRA, SEP, 401K, Mutual funds, Defined benefit and defined contribution.• Implemented Business and Executives planning.• Business succession and Business continuity.• Key man insurance.