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Investment Banking Portfolio Manager
Investment Banking Portfolio Manager
New mentor!
Member since 2026
  • Buenos Aires
  • Milan
About the mentor

Investor Relations/Portfolio Manager | BDM | CPA | M&A

I’m a results-driven Senior Investors Relations/Portfolio Manager/CPA/Entrepreneur with 14+ years of experience across finance, investment banking, Tech startups/scaleups, brokerage. I’m passionate about driving growth, increasing ROI and unlocking value for businesses and investors. Now I'm involved in AI too and partner with an AI Agency to implement AI into businesses. Skilled in networking, market development and portfolio management, I connect investors, Buisinesses and institutions with high-potential opportunities, helping clients diversify into alternative investments. With a strategic mindset and a strong track record in business expansion, I thrive on motivating teams, building lasting relationships and optimizing investment portfolios. Let’s connect to explore exciting alternative investment opportunities. Skills: Asset & Portolio Management | Investment Banking | Value Investing | Artificial Intelligence |Securities | Real Estate | Financial Planning | M&A | Capital Raising |  VC's & Angels | Startup Funding | Remote businesses | Start-ups Consulting | Business Development | Entrepreunership | Marketing & Sales | Investor Relations | Insurances | Multi-Task Management.

Expertise
  • Investment Banking
  • Asset Management
  • Consulting
  • Private Equity
  • Hedge Fund
  • Equity Research
  • Sales and Trading
  • Venture Capital
  • Accounting
  • Corporate Finance
  • Investment Advisor
What is WSO Academy?

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

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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.

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