Luisa Martinez
Financial Consultant@ Fidelity Investments
Oakland, California, United States
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Luisa Martinez is a financial consultant with 15 years of experience in the finance industry. Currently based in Palo Alto, she builds long-term relationships with clients through wealth management and investment strategy solutions. In her previous role, she served as an equities expert and risk assessor in the portfolio management team. Luisa has also held various roles as an advisor, leading negotiations and presentations with investors, shareholders, business partners, and high net worth clients. She has also worked as a relationship manager for several of her high net worth clients. Additionally, Luisa has taught financial education courses in English and Spanish.
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Emails and Phone Numbers

@fidelity.com
+1 617963****
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About

I have 15 years of experience working in the finance industry in a variety of roles. Currently I am a financial consultant in Palo Alto where I build long-term, dedicated relationships with clients by guiding them through diverse wealth management and investment strategy solutions. In my previous role, I served as an equities expert and risk assessor in the portfolio management team of the investment advisor I helped build from the ground up. As a founding member I have also filled many of the roles needed as the advisor has grown. I have led and been part of negotiations and presentations with investors, shareholders, business partners, and our high net worth clients. I set up and headed the operations department and served as the relationship manager for several of our business partners including our custodian. Previously I have been an equities trader, created and taught financial education courses in English and Spanish throughout the US and Mexico, worked as a consultant in business projects for American companies in Mexico.

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Work Experience

245 Summer St, Boston, MA, 02210, US

Financial Services

74364
Phone
+1 8003433548

Luisa Martinez's Professional Milestones

  • Financial Consultant (2020-09-01~): Provided strategic financial solutions to clients, optimizing their business processes and ensuring financial stability.