Carlos da Gama
Vice President | Financial Advisor | Helping International Clients Build Wealth & Navigate U.S. Investment Opportunities
- Role
- Vice President & Relationship Manager Wealth Management at Ocean Bank
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Carlos da Gama
I am a Vice President Financial Advisor and Relationship Manager with extensive…
Experience
Vice President & Relationship Manager Wealth Management
May 2023 — Present · Miami, FL, US
Manage a portfolio of high-net-worth clients across Latin America, Europe, and the U.S- Designed wealth management strategies that improved client portfolio growth and long-term stability- Expanded international banking relationships through cross-border expertise and trilingual service (Spanish, Portuguese, and English).
Education
Miami Dade College
Associate's degree
Florida International University
Bachelor's degree
Universidad 'Santa María'
Mass Communication
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