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Cima Julieta Henke
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- Accomplished Investment & Wealth Management professional. Started career at Merrill Lynch as an Investment consultant, managing non-discretionary private client portfolios. Promoted to Sales and Marketing Associate working for the Management team in the Miami Office with broad based responsibilities in the Development and Implementation of Sales and Marketing strategies to achieve revenue-growth targets. Selected to join the Managed Solutions & Distribution Group as Wealth Management Latin America Specialist primarily responsible for sales and training of financial advisors on fee-based advisory platforms. Holds CIMA designation and a B.A. in Business Administration. Specialties:Latin America/U.S. International/NRA market Offshore mutual funds Portfolio analysis and construction solutions; Asset Allocation; Annuitized Solutions; Series 7, 66; Fluent in Spanish and English
- Managing Director, US Offshore & Latin America Distribution LarrainVial
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FAQ About Cima Julieta Henke
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Cima Julieta Henke is located at Miami, Florida, United States
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Cima Julieta Henke is a Accomplished Investment & Wealth Management professional. Started career at Merrill Lynch as an Investment consultant, managing non-discretionary private client portfolios. Promoted to Sales and Marketing Associate working for the Management team in the Miami Office with broad based responsibilities in the Development and Implementation of Sales and Marketing strategies to achieve revenue-growth targets. Selected to join the Managed Solutions & Distribution Group as Wealth Management Latin America Specialist primarily responsible for sales and training of financial advisors on fee-based advisory platforms. Holds CIMA designation and a B.A. in Business Administration. Specialties:Latin America/U.S. International/NRA market Offshore mutual funds Portfolio analysis and construction solutions; Asset Allocation; Annuitized Solutions; Series 7, 66; Fluent in Spanish and English Larrainvial Securities
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Cima Julieta Henke currently works in the Larrainvial Securities
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Cima Julieta Henke specializes in Accomplished Investment & Wealth Management professional. Started career at Merrill Lynch as an Investment consultant, managing non-discretionary private client portfolios. Promoted to Sales and Marketing Associate working for the Management team in the Miami Office with broad based responsibilities in the Development and Implementation of Sales and Marketing strategies to achieve revenue-growth targets. Selected to join the Managed Solutions & Distribution Group as Wealth Management Latin America Specialist primarily responsible for sales and training of financial advisors on fee-based advisory platforms. Holds CIMA designation and a B.A. in Business Administration. Specialties:Latin America/U.S. International/NRA market Offshore mutual funds Portfolio analysis and construction solutions; Asset Allocation; Annuitized Solutions; Series 7, 66; Fluent in Spanish and English
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Cima Julieta Henke speaks the following languages: No languages available.
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Cima Julieta Henke has prior experience in the following industries: Robeco , Merrill Lynch , Merrill Lynch , Merrill Lynch , Merrill Lynch , Bcra
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Cima Julieta Henke has the following professional experience: Larrainvial Securities , Robeco , Merrill Lynch , Merrill Lynch , Merrill Lynch , Merrill Lynch , Bcra .
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You can view Cima Julieta Henke’s LinkedIn profile at LinkedIn URL.
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Cima Julieta Henke’s work email addresses are [email protected] .
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Cima Julieta Henke works at Larrainvial Securities
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Cima Julieta Henke Email Addresses
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