Instituto Escuela, Caracas, Venezuela

Columbia University in the City of New York

Universidade de Brasília

Universidad del Pacífico (PE)

Financial Services Professional with MassMutual NJ/NYC

Rye, New York, United States

Registered Representative offering securities products and services through MML Investors Services, Inc. (member FINRA/SIPC).

MassMutual NJ/NYC

Financial Services Professional

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

NYLIFE Securities LLC

Agent licensed to sell insurance through New York Life Insurance Company

New York Life

Agent

Manage institutional accounts composed of domestic, LATAM & European money managers, hedge funds, mutual funds, and insurance companies. Create strategies and initiatives to enhance sales for fixed income and alternative investments products focused in Emerging Markets, USHY, USIG, FX, ADR, ABS. Work closely with USHY & EM analyst, and secondary market trading. Develop sales penetration in US, Europe and LATAM. Secure new accounts and foster business relationships with institutional investors.

INTL FCStone

Senior Vice President

Generated EM Fixed Income institutional sales of underdeveloped accounts. Increased penetration of institutional business to grow average ticket size. Assessed markets in NY and Boston in order to accurately develop news business strategies and initiatives. Fostered secondary trading of LATAM B/BB corporate bonds. Collaborated with EM corporate and sovereign research departments. Cultivated business relationships, developed sales channels, and supported the operations department.

BCP Securities

Managing Director

Excelled throughout 10 years in many roles with the Fixed Income Sales realm and USHY products collaborating with other members of the team, as well as research personnel, traders, management and operations' clerks.
Key achievements:
- Exceeded sales goals by $1-3MM annually on multiple occasions.
- Spearheaded the $80MM anchor order on $150MM Sr Secd Note with warrants underwritten by Knight and 2 other institutions
- Served as LATAM Sovereign and Corporate Trader from 2007-2008 in addition to sales duties at Libertas.

Stifel Financial Corp.

Enhanced and helped develop the fixed income sales team from retail to institutional focus. Managed an account base consisting of mutual funds, hedge funds, money managers, and insurance companies in the US and LATAM. Exceeded sales goals annually.

Wells Fargo

Director

Successfully transitioned from Int'l Private Banking officer to institutional salesperson starting as Vice President and promoted several times up to Director. Excelled throughout 9 year period managing ING's Private Banking group out of Asia, mutual funds, hedge funds, insurance companies and LATAM money managers.
Key Achievements:
- Obtained the largest single trade from an institutional account of $250MM VENZ DCBs vs $285MM VENZ Pars.
- Actively placed plain vanilla options, structured products and primary issues to institutional clients.

Developed and increased business of high net worth individuals for the International Private Banking, Brazil Team. Advised clients on investments, estate products and attended personal needs. Managed a team of 4 people and responsible to internal controls and P/L management before moving to the Brazil Team of Banco Santander, NY Branch
Key Achievements
- Head of Int'l Private Banking Banco Santander Puerto Rico, NY Branch
- Worked closely with Santander Fiduciary office in Bahamas to cater to client's estate or privacy needs through offshore corporations vehicles or Trust accounts.
- Exceeded sales goals annually

Banco Santander

Vice President

Successfully promoted from Administrative Assistant to Vice President with my own account base. Traveled to Brazil four times a year to attend to clients’ investment and estate needs.

Key Achievements:
- Retained and grew the Brazilian High Net Worth account base focused in Rio, Sao Paulo, Brasilia, Belo Horizonte, Fortaleza, Curitibia, Porto Alegre, Salvador, Recife and other cities.
- Develop tailored investment plans geared to client’s risk profile and time frame targets making the best use of simple to very sophisticated products ranging from CDs, Corporate Bonds, Treasuries, Mutual Funds, FX, Gold to individually managed portfolios.

Romulo Perez-Segnini

Romulo Perez-Segnini