Resumes
Resumes

Chief Executive Officer And Co-Founder
View pageLocation:
Miami, FL
Industry:
Financial Services
Work:
Pinetree Advisors Corp Www.pinetreeadvisors.us
Chief Executive Officer and Co-Founder
Focus Investment Advisors
Managing Partner
Standard Chartered Bank Aug 2010 - Nov 2011
Senior Director - Private Clients
Bank Hapoalim May 2005 - Aug 2010
Vice President - Private Banker and Hnw Segment Deputy Manager
Hsbc Sep 2004 - May 2005
Assistant Vice President - Private Banker
Chief Executive Officer and Co-Founder
Focus Investment Advisors
Managing Partner
Standard Chartered Bank Aug 2010 - Nov 2011
Senior Director - Private Clients
Bank Hapoalim May 2005 - Aug 2010
Vice President - Private Banker and Hnw Segment Deputy Manager
Hsbc Sep 2004 - May 2005
Assistant Vice President - Private Banker
Education:
Nova Southeastern University 2004
Master of Business Administration, Masters, International Business Florida International University 1995 - 1998
Bachelors, Bachelor of Arts, Hospitality Management
Master of Business Administration, Masters, International Business Florida International University 1995 - 1998
Bachelors, Bachelor of Arts, Hospitality Management
Skills:
Wealth Management
Private Banking
Investments
Banking
Fixed Income
Portfolio Management
Financial Markets
Bonds
Series 63
Equities
Capital Markets
Series 7
Wealth Management Services
Alternative Investments
Investment Advisory
Securities
Hedge Funds
Credit
Risk Management
Financial Risk
Asset Management
Finance
Financial Planning
Strategic Financial Planning
Asset Allocation
Trading
Aml
Structured Products
Asset Managment
Financial Services
Financial Advisory
Life Insurance
Asset Protection
Income Protection
Private Banking
Investments
Banking
Fixed Income
Portfolio Management
Financial Markets
Bonds
Series 63
Equities
Capital Markets
Series 7
Wealth Management Services
Alternative Investments
Investment Advisory
Securities
Hedge Funds
Credit
Risk Management
Financial Risk
Asset Management
Finance
Financial Planning
Strategic Financial Planning
Asset Allocation
Trading
Aml
Structured Products
Asset Managment
Financial Services
Financial Advisory
Life Insurance
Asset Protection
Income Protection
Languages:
English
Spanish
Portuguese
Hebrew
Spanish
Portuguese
Hebrew
