About
I joined Merrill Lynch Wealth Management in 1988. I am a dedicated financial management professional who has spent more than 30 years in Global Wealth Management.
In my current role as a Local Market Executive, I am responsible for connecting the resources of the company’s eight lines of business serving people, companies and institutional investors in Miami. I also help deploy Bank of America’s resources to address local social and economic concerns and build strong communities.
A graduate of Florida International University with a double major in Finance and International Business, I held a number of leadership positions taking me to Spokane Washington, Boca Raton Florida and Sarasota, Florida. As a current resident of North Miami, I am engaged in supporting a variety of community efforts.
Experience
Education
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Licenses & Certifications
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Personal Investment Advisor
Merrill Lynch Internal
Issued Expires
Volunteer Experience
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Volunteer
Better Money Habits - Champion
Languages
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English
Native or bilingual proficiency
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French
Native or bilingual proficiency
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Spanish
Limited working proficiency
Organizations
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Cherie Blair Foundation
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