Consultor financiero y fundador de Sapphire Advisors, firma de gestión patrimonial enfocada en inversiones internacionales, protección patrimonial y servicios fiduciarios para clientes de banca privada. Su trayectoria combina banca privada, inversiones, banca corporativa, telecomunicaciones, desarrollo de negocios y asesoría financiera estratégica.

Desde Sapphire Advisors ha asesorado transacciones de banca corporativa e inversión, incluyendo alianzas estratégicas, ventas de empresas, operaciones hoteleras estructuradas a través de fideicomisos y gestión de inversiones internacionales. También ha sido director financiero de MC Logistics, miembro del Comité de Inversiones del Fondo Nacional Pioneer United Renta Fija, director de Scotia Private Client Group, vicepresidente residente de CitiGold en Citibank, director de Desarrollo de Negocios de Comunicaciones Móviles en CODETEL, subdirector del equipo Verizon en Lucent Technologies y director de la División de Telefonía Pública de TRICOM.

Su experiencia abarca gestión patrimonial, estructuras de crédito, inversiones internacionales, fideicomisos, financiamiento corporativo, desarrollo comercial, negociación bancaria y liderazgo de equipos. Es licenciado en Economía por The University of North Carolina at Greensboro, con concentraciones menores en Finanzas y Ciencias Políticas, y fue seleccionado como uno de los graduados sobresalientes de su promoción.

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Financial consultant and founder of Sapphire Advisors, a wealth management firm focused on international investments, asset protection and fiduciary services for private banking clients. His career combines private banking, investments, corporate banking, telecommunications, business development and strategic financial advisory.

Through Sapphire Advisors, he has advised on corporate and investment banking transactions, including strategic alliances, company sales, hotel transactions structured through trusts and the management of international investments. He has also served as Chief Financial Officer of MC Logistics, member of the Investment Committee of Fondo Nacional Pioneer United Renta Fija, Director of Scotia Private Client Group, Resident Vice President of CitiGold at Citibank, Director of Mobile Communications Business Development at CODETEL, Deputy Director of the Verizon Customer Team at Lucent Technologies and Director of TRICOM’s Public Telephony Division.

His experience includes wealth management, credit structures, international investments, trusts, corporate financing, business development, bank negotiations and team leadership. He holds a bachelor’s degree in Economics from The University of North Carolina at Greensboro, with minors in Finance and Political Science, and was selected as one of the outstanding graduates of his class.

Instituto OMG