I am Senior Vice President and Wealth Business Advisor with Truist Bank. Over the course of my career in the financial sector spanning 23 years, I have held numerous Leadership and Relationship Management positions. I have had the opportunity to develop an in-depth knowledge of a broad range of Banking and Wealth Management Solutions, including investments, risk management, lending, mergers and acquisitions, financial and estate planning. By working in tandem with partners, I use personalized financial planning and advice to help address the current and long-term needs of high net-worth business clients and their families.
I have earned a Bachelor of Applied Science in Leadership and Management Innovation from Miami Dade College, and designations such as Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor, Series 7 and 66 securities registrations, as well as Life Insurance and Variable Annuities licenses.
I have been involved with numerous community organizations over the course of my career, such as United Way, His House Children’s Home, and have led Truist Bank Lighthouse Projects, a company-wide community service effort. Also, I am a member of the USA Fencing organization as an athlete and referee, while also currently training to qualify for future World Championships.
In my spare time, I enjoy traveling with my two sons, cooking, spending time with family and 3 dogs, reading, continuing my education in finances, and learning new languages. I am a language enthusiast, currently fluent in English, Spanish, and Portuguese, and look forward to expanding.