Experienced Financial Professional Specializing in Operational Processes, Risk Management, Client Relations. A driven and highly accomplished bilingual senior investment officer with extensive experience in asset management, operations, organizational leadership, compliance oversight, mentoring, ...more

Experienced Financial Professional Specializing in Operational Processes, Risk Management, Client Relations. A driven and highly accomplished bilingual senior investment officer with extensive experience in asset management, operations, organizational leadership, compliance oversight, mentoring, and project management. Utilizes experience across several specialties, including ETF management and operations, active mutual fund management, private equity, derivatives, and currencies. Emphasizes unique global perspective and cross-functional expertise to mitigate risks, enhance daily efforts, and promote lasting growth and development—proven success in shoring up dynamic investment practices for high-level clientele and enterprises.less