My main function is to develop and monitor the investment strategy for each customer according to their specific goals. Part of my duties includes educate each client about the financial products available to have a better understanding of the performance of their portfolios. Before joining Aragon ...more

My main function is to develop and monitor the investment strategy for each customer according to their specific goals. Part of my duties includes educate each client about the financial products available to have a better understanding of the performance of their portfolios. Before joining Aragon Capital, LLC, I worked for Morgan Stanley as financial advisor to private and institutional clients. I hold a BA degree in Finance from Florida International University in 2010 and earned my Master of Science in Finance from Florida Atlantic University in 2017less