Private Banking Latin America 2014,Four Seasons Hotel, Miami, US
New business and innovation for private banks and family offices - Private Banking Latin America 2014

Mr Alejandro Moreno | VP, Head of Global Relationships
Sun Life Financial

Mr Alejandro Moreno, VP, Head of Global Relationships, Sun Life Financial

As Head of Global Relationships at Sun Life Financial International, Alejandro brings over 16 years of perspective and experience in financial organizations operating globally. Alejandro and his team partner with global financial firms to provide solutions, ideas and support to their wealth management needs, strategies and initiatives, utilizing the vast global resources, know hows and expertise of Sun Life Financial International in the international wealth management business. Alejandro started his financial services career at Putnam Investments in the mid-1990s before joining Sun Life Financial International in 2008. During his tenure at Putnam, he worked in 401k customer service, operations, project management, and as AVP for its Offshore business. Alejandro's understanding of the offshore market in the Americas allowed him to be Putnam's relationship and sales representative and work with advisors in the selection of offshore mutual funds to complement their clients’ investment objectives. In addition, Alejandro also assisted distributors with sales, marketing, and support of offshore funds sales. Alejandro completed an undergraduate program in Hotel and Travel Management at CENP in Madrid, Spain, holds Financial Industry Regulatory Authority (FINRA) licenses 6, 7, and 63, and received a Financial Planning certificate from Boston University’s continuing education program. Alejandro is bilingual in English and Spanish with knowledge of French and Italian. In his spare time, Alejandro coaches his kids’ soccer teams, runs and plays recreational basketball. He is a licensed soccer coach in MA.

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Appearances coming up:

Day 1


@ 09.00
Chairman's Opening Remarks

@ 17.20
Chairman's Closing Remarks

sponsors
Title Sponsor
Sun Life Financial International at Private Banking Latin America 2014
Cocktail Sponsor
Greenberg Traurig at Private Banking Latin America 2014
Gold Sponsor
Pershing at Private Banking Latin America 2014
Gold Sponsor
BNY Mellon Wealth Management at Private Banking Latin America 2014
Silver Sponsor
American Regional Center Group at Private Banking Latin America 2014
Silver Sponsor
LCR Capital Partners at Private Banking Latin America 2014
Silver Sponsor
Schroders at Private Banking Latin America 2014
Bronze Sponsor
Bancoldex at Private Banking Latin America 2014
Associate Sponsor
Lloyd Jones Capital at Private Banking Latin America 2014
Associate Sponsor
International Planning Group at Private Banking Latin America 2014
Other
Deep Data at Private Banking Latin America 2014
Exhibitor
Zonamerica S.A. at Private Banking Latin America 2014
Exhibitor
CircleBack Lending, Inc. at Private Banking Latin America 2014
co-located with
  • Americas Family Office Forum 2014