I’m originally from Lima, Peru, and now reside in Charlotte, NC. I joined BB&T Bank in 2011 through its leadership development program and now am a member of the specialized Wealth Business Transition Planning team.
I graduated from Mount St. Mary’s University with an Economics degree in 2009. Furthermore, I’ve attended The University of Chicago Booth’s Summer Business Scholars Program in 2013 and the Harvard Business School Club of Charlotte’s Management Development Program in 2014. I also completed a Certificate in Financial Planning at the University of Georgia – Terry College of Business in 2014.
In my free time, I enjoy being a Big Brother for Big Brothers Big Sisters of Greater Charlotte, volunteering at my church, getting involved in diversity/inclusion and hybrid-social-impact ventures at Fuqua, playing tennis with my local buddies, and reading books on ‘value investing,’ on leadership, and on behavioral economics.
If you’d like to contact me, please reach out through my personal email address: firstname.lastname@example.org