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        SELF MOTIVATED                        PROACTIVE                               TEAM  PLAYER

Accomplished private banker, successfully managed $25M portfolio. Build loyal clientele and developed substantial business via respect,trust, and confidence. Provide high degree of personal service and attention to each and every client. proven initiative. Fluent in English and Spanish

Work experience



George & Associates

Independent private banking company providing individualized services in banking,lending and risk management to both domestic and foreign nationals. ( Venezuela, Mexico,DR,Chile,Colombia)


Relationship Manager

manage banking side of business and oversee all foreign national client relationships for full service broker dealer specializing in CMOs. Manage follow - ups, coordination of all introducing brokers in Latin America, appointment - scheduling, travel arrangements,and seminars.

Expanded services to incorporate full banking line, including loans and construction, for existing and Brookstreet clients, by establishing agreement with and access to local bank becomimg : 

George & Associates, Inc


Private Banker

Managed relationships with 400+ clients and $25M total portfolio. Provided highly customized service to affluent clientele in deposits,commercial and residential loans,and wealth management. Most clients were attorneys and CPAs with $1.5M average account.

Substantially increased client base via continual referrals from highly satisfied clients.


Financial Specialist

Wachovia Bank

Managed $23M in portfolio. Performed varied functions for bank branch: opened accounts; originated loans;provided financial consulting; opened, closed, ballanced. Developed new business with focus on individuals and small businesses. Prospected and identified qualified leads for existing customers.

Significantly increased client base, contributing to branch's rise to rank of first in Coral gables and among top of 12 in Miami-Dade.

Established and maintained high level of customer service/satisfaction.

Received NASD Series 6, 63, and FL Life Health & Variable licenses, top of Wachovia training class in overall financial specialist education.


Client Associate

Supported 4-6 licensed representatives. responsible for client satisfaction regarding all operational issues for domestic and international clientele. assisted in coordinating client development and relationship management seminars. Provided monthly flash reports for clientele and for internal use. Provided administrative support for sales team. assisted financial consultants with research and feasibility studies for specific products and services.



SFCC & University of Florida


Microsoft Excel
Microsoft Word


Fla Mortgage Broker

State of Florida

Fla Life Health & Variable

State of Florida

NASD Series 7 in progress


NASD Series 6 & 63

State of Florida