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Investment Advisor Vice President
Investment Advisor Vice President
New mentor!
Member since 2024
  • Miami
  • Boston
  • ,
  • New York City
About the mentor
  • Current Vice President Investment Advisory at Citigroup Covering Ultra High Networth individuals (Over 50MN+) (LATAM REGION)
  • Previously spent ~4 years at JP Morgan in their Private Wealth Management Divission, primarily working on growing their High Networth Business (10-25MN Target) (LATAM REGION)
  • Graduated with a BBA from Villanova University 
  • Fluent in both Spanish and English 
  • CFA Chartholder & Division I Athlete 
Expertise
  • Sales and Trading
  • Equity Research
  • Investment Advisor
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

Can’t find an answer? Please send an email to [email protected]

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Get direct access to our best mentors as part of WSO Academy

12 week program to dramatically improve your odds of landing a high finance job offer