Biography
Multilingual (Portuguese, English, Spanish and Italian) professional with 30+ years of investment banking and brokerage experience leading international bank expansion projects and selling investment and banking products. Focused on building relationships within the company and with clients to offer a wide range of investments. Strong Sales Management skills including KYC, risk assessment and performance. Strong expertise in building and managing high-performing teams and deploying financial strategies to optimize revenues and increase customer base. Excellent team leadership, analytical, strategic planning, sales, people management, customer service, and problem-solving skills.
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Sagewood Corporation
For over 25-years we've Welcomed Home over 360 clients while expanding and deepening our culture, The Sagewood Way, via renovations and ground-ups as well as real estate developments and professional advisory services.