Spain
Former Division I student-athlete, summa cum laude graduate in Business Administration from Houston Christian University. Two years of financial services experience at JPMorgan Chase across the US and Switzerland. Football has been my passion since I was five years old. Now I'm ready to bring my business background into the sport that motivates me.
● Supported Investment Specialists in managing Ultra-High-Net-Worth client portfolios in the Mexican Market. ● Analyzed multi-asset portfolios to assess performance, risk exposure, and alignment with client investment objectives. ● Prepared investment proposals, portfolio reviews, and performance reports using proprietary JPMorgan platforms. ● Acted as a point of contact for client inquiries and follow-up investment materials, supporting ongoing relationship management.
● Supported relationship management for two bankers overseeing client portfolios, serving as a key operational liaison and internal resource for clients. ● Acted as the secondary point of contact for ultra-high-net-worth families, facilitating access to credit, investment, and wealth advisory services in coordination with internal specialists. ● Contributed to the growth of the bankers' books, achieving year-over-year increases of 35% and 9%, respectively, during my tenure on the team. ● Coordinated complex account operations, including client onboarding, KYC/AML documentation, and asset and cash transfers.
● Facilitated client onboarding and account opening for 15-20 clients by coordinating with multiple departments to expedite service delivery and enhance client satisfaction. ● Monitored client account balances to ensure sufficient cash for monthly interest payments and to avoid overdrafts. ● Assisted with account transfers and closures, and supported authorization processes by coordinating account access permissions.
● Supported the acquisition of four retail gas stations across Houston, San Antonio, and College Station. ● Managed due diligence tracking in Excel and reconciled accounts receivable and payable records.