Leadership and execution of all operations for the wealth management team incoordination with our partners in Switzerland and USA, covering both financial andreal estate operations.Active development of operational relationships with our partners in Switzerlandand USA.Direct communication with clients, custodian banks, brokers, and real estateoperators.Nexus between our portfolio managers in Switzerland, USA and Argentina.Personalized analysis and reports for clients of their overall investment strategies including financial and real estate assets.Proactively merged all the data bases within the wealth management sector and created reports that facilitated the understanding of the business. Trimestral and annual reports for the entire wealth management department.Proposing and tracking KPIs for a deeper understanding of business performance.

Advice, recommendation and monitoring of investments for individual andinstitutional clients.Financing solutions for small and medium-size enterprises through the stockmarket.Equities, Bonds, Options and Futures.

Equity and debt research.Economic reports.Elaboration of personalized reports for clients.