I have developed a comprehensive expertise in asset protection including life, long term care and disability insurance. As well as managing investment portfolios and annuities.My approach to financial advising is interactive and focused on understanding my clients' core values. By uncovering what drives you and what matters most, I identify your unique wants and needs. This insight allows me to craft customized strategies, providing guidance aimed at achieving financial health and peace of mind. My goal is to support your financial plan in reflecting your personal journey and aspirations.

At Private Client Group in alliance with Equitable advisors LLC, our focus on you is very clear: Our professional team takes a multi-disciplinary approach, identifying opportunities and addressing needs. We execute a 360-degree process, customizing, monitoring, and refining your plans for optimal results. We service your needs with passion and dedication. Our diverse team of professionals are equipped to manage our clients’ financial needs with transparency and the promise of a deep trusting relationship.

Rene is an experienced financial professional with AXA Advisors' South Florida organization since 2003 until 2010, and rejoined in 2012.Utilizing a professional consultative approach, a thorough analysis of their goals, priorities and resources is conducted; resulting in a set of personalized strategies.Rene has developed a comprehensive knowledge in life insurance, disability insurance, health insurance, annuities and multiple investment platforms.

While in Financial Services, I have become an studious and improved my expertise in Consultative Sales. My leadership style is one that makes everyone accountable for their results and that provides all required support in order for the team to achieve the expected qualitative and quantitative goals. Comprehensive experience in sales team management, product marketing and partnership building developed in such diverse industries as consumer premium electronics, broadcast technology, telecommunication solutions, and financial services. Known to both colleagues and clients as the ultimate closer and trouble-shooter. Highly competitive, persuasive and articulate. Outstanding executive presence with the ability to gain respect, credibility and rapport with all types of internal and external stakeholders. Expert in US operations and in conducting business in international business environments such as Brazil, Mexico, The Caribbean and Central/South America. Fluent in Spanish and English; conversational Portuguese. Proficient in MS Office.

Developed and implemented multi-faceted global estate and business planning solutions with highly competitive off-shore and domestic universal life insurance products, trusts, and corporate structures.Coordinated international life insurance underwriting and trust structuring with Attorneys and trust companies for clients introduced by International Private Bankers.Proposed customized universal life insurance based solutions after considering performance and efficiency, interest rates, local taxation and regulatory concerns.Initiated and developed six new institutional relationships with private banking and trust organizations.

Rene is an experienced financial professional with AXA Advisors' South Florida organization since 2003. Rene brings over 25 plus years of experience in management and delivering sophisticated strategies in Latin America and the US.His unique communications skills have been key, to gain the trust of many professionals, executives and business owners; and help them plan their financial future. Utilizing a professional consultative approach, a thorough analysis of their goals, priorities and resources is conducted; resulting in a set of personalized strategies.Rene has developed a comprehensive knowledge in life insurance, disability insurance, health insurance, annuities and multiple investment platforms. As well, in how to utilize, these previous mentioned products, in specific strategies associated with business continuation, business retirement solutions, estate planning, wealth protection, retirement planning, among others.Additionally, he has access to many resources and professional talents available in AXA Advisors, in order to deliver a great customer experience and most suitable recommendation.

Generated $40M in annual revenue while managing the Caribbean and Latin America sales region.Supervised 22 Country Sales Managers, Program Managers, and Administrative, Planning and Forecast staff.Transitioned an existing distribution channel into an added value sales and service network to deliver local services and support, improving Factory and Service team communication. Lead the Negotiation and Sales team to improve their closing ratio by 20% and secure contracts run-rate. Moved the company into the leading market share position by implementing new and creative pre-sales, closing, and post-sales strategies in-line with product production and delivery schedules, moving the company into the leading market share position.

Achieved 10 years succesfull career in Sony Corporation due to high performing multi-cultural sales and marketing skills and competencies. Founding manager of the Broadcast Systems Marketing team supporting Brazil, Mexico,The Caribbean, Central and South America.Increased international marketing support by developing advertising and information plan (advertising, promotional materials, editorials, conferences and events) contributing to expansive annual growthEstablished Sony as industry leader in broadcasting by regularly scheduling presentations, conferences and product demonstrations (averaging 15 per year) to distributors and broadcast executives throughout the region. Contributed to successful business development and negotiations with TVGlobo, Televisa, Artear, DIRECTV Latin America-GLA, Venevision, Azteca TV, HBO-OLE, and Sony Entertainment TelevisionLead the IT/PC business unit operations to improve sales in 150%Successfully launched floppy-disc, state-of-the-art camera, achieving 25% market share in Latin America within one yearDeveloped six new sales channels of master distributors to optimize product launch, to improve market penetration paceAssumed role of regional e-commerce project leader, hired technology experts and defined online business model for remote prospective customers, focusing on VAIO and High End Sony Digital Consumer Products

First full component production center.Re-positioned it to be one of top three TV Commercial and Program Porudcers in Venezuela.

Key to enhance strategic relationship with Key Account in the Broadcast Industry in Venezuela. Design television production and post production facilities.