Financial Advisor with 14 years experience establishing business relationships with high net worth individuals in the US, Caribbean and South America. Traveled extensively to visit clients in their countries to review portfolios, and to open new accounts for prospects. Countries visited on a regular basis include the Netherlands Antilles, Haiti, Belize and Argentina. Prospecting included referrals from existing clients, presentations to lawyers and accountants and contacting prominent business owners. Actively used client management program for maintaining regular contact and to promote new products and services.
Series 7, 63 and 65 securities registrations. Life, Health and Annuities Licenses.
Fluent in Spanish and Hungarian.