Patricia Amat Y Leon Email and Phone Number

Co-manage wealth management relationships with wealth advisor and client service teams to deliver a high level of personalized service.Successfully maintain and service over 30 high net worth families with total assets under management of 800 million.Review and analyze investment composition in client portfolios to ensure accuracy of investment objectives and appropriate asset allocation to balance risk and return.Prepare and implement investment recommendations, execute trades and rebalance portfolios to achieve client objectives and cash needs.Prepare presentation materials and financial analysis for client meetings including auditing performance reports.Travel overseas and co-present investment review to spanish speaking wealth management family.

Responsible for providing administrative and investment management support to portfolio managers by maintaining and servicing over 150 high net worth relationships.Analyze portfolio performance and provide performance data to clients and portfolio managers.Execute trades for non-model accounts.Actively engage in activities to enhance overall client service experience and increase team productivity.Support Senior Investment Officer of Dade County by enforcing Reg 9 requirements.Provide leadership to investment associates as Secretary of the Trust Investment Committee and member of the Florida Senior Associates Committee.