Client Services Associate
Andrea is a Relationship Management Associate for Seaview Investment Managers. She is responsible for providing support to our clients by communicating the company’s asset allocation views and actively participates in the Investment Committee where she analyzes economic and market information.
Prior to her position at Seaview Investment Managers, Andrea worked as a Relationship Manager Associate at the Private Wealth Management Division in JPMorgan & Co. and as a Vice President at Deutsche Bank International, covering the Latin American market in both institutions. She worked as a trusted Financial Advisor offering the best available products and services to high-net-worth clients in the region. During her time in these banks, she managed over 60 Latin American client relationships with total assets under management of over $100 million.
In addition to her experience in the investment advisory and financial services industry, Andrea also has an entrepreneurial spirit that led her to found her own company and later work as a financial consultant.
Andrea obtained her bachelor’s degree in international finance and marketing with Cum laude honors from the University of Miami, and a Master of Business Administration with Honors from Florida International University. Andrea holds FINRA licenses 65 and Securities Industry Essentials.