As a partner at B.Side Investiments, I lead the company's U.S. operations, focusing on the expansion of our Investment services through our Registered Investment Advisor (RIA). My role involves developing and implementing tailored investment strategies for high-net-worth clients and institutions, ensuring compliance with U.S. regulatory standards, and facilitating cross-border investment opportunities. I work closely with both U.S. and Brazilian markets to provide personalized solutions that… Show more As a partner at B.Side Investiments, I lead the company's U.S. operations, focusing on the expansion of our Investment services through our Registered Investment Advisor (RIA). My role involves developing and implementing tailored investment strategies for high-net-worth clients and institutions, ensuring compliance with U.S. regulatory standards, and facilitating cross-border investment opportunities. I work closely with both U.S. and Brazilian markets to provide personalized solutions that align with clients' financial goals as part of B.Side’s international expansion efforts.Specialties include wealth management, customized portfolio allocations, and fostering client relationships to support long-term growth and success. Show less

Alpha has over a decade of experience in helping manufacturers break into the North and South American markets. Through key partnerships, we are able to commercially distribute their products throughout the US, Canada, and the Mercosur region. As a result of these strategic relationships, Alpha is able to speed the growth of Companies around the Globe in these key markets.

■ Key Areas of Focus: Wealth Management & Revenue Implementation; Investment Strategy & Relationship Management; Process Improvement & Cost Savings; Executive Leadership & Compliance Management

Instrumental in creating firm and serving as right-arm to COO. Directed 8 member team and oversaw wealth management operations for 200+ client accounts.► Key Functions & Achievements: ■ Coordinated and improved operations across all departments and teams including administration, compliance, and marketing.■ Managed operational and administrative staff, provided guidance in performance management software firm-wide. ■ Led and initiated training and team building while… Show more Instrumental in creating firm and serving as right-arm to COO. Directed 8 member team and oversaw wealth management operations for 200+ client accounts.► Key Functions & Achievements: ■ Coordinated and improved operations across all departments and teams including administration, compliance, and marketing.■ Managed operational and administrative staff, provided guidance in performance management software firm-wide. ■ Led and initiated training and team building while monitoring and implementing organizational goals.■ Facilitated communication and coordination of support services across the firm, including IT and HR. Show less

Managed projects for high-net worth clients that included GIPS performance compliance studies, total local market exposure for offshore investors, and ongoing fundamental equity analysis with heavy exposures. Communicated trade settlements and loan restructures to custodian banks.