EXPERIENCE
ANDORRA BANK, Principat d’ Andorra, Andorra (2014-2016)
Senior Vice President / Private Banking
Head Latin America and the Caribbean
- Drove development of new region thru network of (prospective) intermediaries
- Created and managed a wealth management business in the Americas
- Oversaw entire process of client acquisitions for Latin America and the Caribbean
- Cross sold wealth, investment, lending, deposit and cash management products
- Launched and developed business (client acquisition) operations in the Americas
FAB Portfolio Management, Nassau, the Bahamas (2008-2014)
Director Latin America and the Caribbean
- Co-launched and co-developed business operations in the Americas
- Managed and established a wealth management & investment banking business in the Americas
- Entered and successfully developed growth of its business in this new region thru network of (prospective) intermediaries
- Focused and participated in network of (prospective) international individual- and corporate clients
SALLFORT, Basel, Switzerland (2006-2008)
Director Latin America and the Caribbean
- Co-launched and co-developed business operations in Europe and the Americas
- Budgeted and strategized making the business into recognized international brand
- Managed and created a private banking business in the Europe and the Americas
- Devised and executed multifaceted marketing strategies to acquire new clients
- Drove development of new markets thru network of (prospective) intermediaries
- Initiated and contributed to network of (prospective) individual- and corporate clients
- Built and maintained long-term relationships with (prospective) wealthiest clients
- Oversaw entire process of client acquisitions for Latin America and the Caribbean
- Marketed and provided personalized advice to (Ultra) High Net Worth individuals
- Analyzed clients’ financial needs, goals, sensitivity to risk and investment horizon
ABN AMRO TRUST, Central America and the Caribbean (2003-2006)
Senior Client Relationship Manager Latin America and the Caribbean
Sales Manager Latin America and the Caribbean
- Supervised client relationships for Europe, Latin America, and the Caribbean
- Managed and lead a team by providing them coaching, trainings and supervision
- Cross sold asset management-, banking-, trust-, funds-, and custody services
- Generated new business by creating, implementing, and coordinating sales activities
ABN AMRO PENSION FUND, Central America and the Caribbean (2001-2006)
Member Board of Directors
- Managed pension fund of regional Asset Management-, Bank-, and Trust employees
- Advised regarding the (dis-)advantages of different investment strategies
- Streamlined pension fund to include modernized features
- Arranged for effective and efficient Asset Liability- and Portfolio Management
ABN AMRO BANK, Central America and the Caribbean (1997-2006)
Senior Relationship Manager Private Banking Europe and the Americas
Investment Advisor Wealth Management Europe and the Americas
- Managed on- and offshore accounts of international high net worth relationships
- Serviced investment needs and ensuring state of the art quality and high standards
- Developed client relationships in Europe, North America, and Latin America
- Attracted assets under management of more than USD 100 million
Relationship Manager Corporate Banking Europe and the Americas (1995-1997)
- Performed financial-, risk-, and credit analyses of new and existing facilities
- Structured, proposed, and extended credit facilities for corporate-, consumer clients
- Participated in developing a loan portfolio of more than USD 150 million
Management Trainee Central America and the Caribbean (1993-1995)
- Reorganized international offices, taking them from yearly losses to net profits
- Developed stricter risk management procedures, improving in- and external ratings
SKILLS
- Fluent in English, Spanish, Dutch, and Papiamentu
Working knowledge of Italian and Portuguese - MS Office, Electronic- and Internet based Asset Management-, Banking-, and Trust Systems, Reuters, Bloomberg
EDUCATION
- HARVARD UNIVERSITY, Cambridge, Massachusetts, USA (1999)
John F. Kennedy School of Government
Certificate: Programs on Leadership for Senior Executives - HARVARD UNIVERSITY, Cambridge, Massachusetts, USA (1998)
John F. Kennedy School of Government
Certificate: Investment Decisions and Behavioral Finance - AMERICAN BANKERS ASSOCIATION, Washington, District of Columbia, USA (1996)
American Institute of Banking
Diplomas: Consumer Credit, Commercial Lending, Mortgage Lending - ABN AMRO BANK, São Paulo, Brazil (1995)
Formal Credit Training / Credit Analysis Course - NETHERLANDS INSTITUTE FOR THE BANK- AND SECURITIES BUSINESS, Amsterdam, The Netherlands (1995)
Diplomas: General Banking, Consumer Banking, Corporate Banking, Securities Business - ROLLINS COLLEGE, Winter Park, Florida, USA (1992)
Roy E. Crummer School of Business
Master of Business Administration
Concentration in Finance - NORTHEASTERN UNIVERSITY, Boston, Massachusetts, USA (1990)
Bachelor of Science in Electrical and Computer Engineering
Minor in Political Science
