Last Login: January 19, 2017 01:12 AM
User was viewed 394 times (total).
Alejandro focuses his expertise on fulfilling the needs of the firm’s ultra-high-net-worth clients. As Managing Director of MAXIMAI, Alejandro leads business development. He works closely with clients and their families to tailor strategies and meet their financial goals. He helps them understand and navigate their financial choices, putting together efficient and objective plans. He also takes part in constructing investment strategies designed to preserve wealth.
As a millennial, Alejandro deepens relationships with the next generation of clients and helps family members understand and implement wealth transfer strategies. He brings a fresh perspective on investment solutions to the new generations of investors.
With six years of experience at Merrill Lynch, Alejandro’s last role was team Financial Advisor. Alejandro received a B.A. from Villanova University where he pursued a double major in Economics and Political Science. He also earned an M.B.A. from Georgetown University in 2015. Born and raised in Caracas, Venezuela, Alejandro currently resides in Miami. He is a Member of the Board of Future Matters, which creates awareness among young professionals for the underprivileged children in the community. Outside the office, Alejandro enjoys adventure travel, movies, tennis and skiing.
This website is for informational purposes only and does not constitute an offer or solicitation to sell shares or securities. Any such offer or solicitation will be made only by means of an investment's confidential Offering Memorandum and in accordance with the terms of all applicable securities and other laws. This website does not constitute or form part of, and should not be construed as, any offer for sale or subscription of, or any invitation to offer to buy or subscribe for, any securities, nor should it or any part of it form the basis of, or be relied on in any connection with, any contract or commitment whatsoever. EB5Projects.com LLC and its affiliates expressly disclaim any and all responsibility for any direct or consequential loss or damage of any kind whatsoever arising directly or indirectly from: (i) reliance on any information contained in the website, (ii) any error, omission or inaccuracy in any such information or (iii) any action resulting therefrom.