Claritza Encarnacion
Inheritance Planning and Asset Protection @Inheritance Advisory Group
Miami, FL, US
EMAILS
MOBILE NUMBERS
+15•••••••58
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WORK HISTORY
May 2016 — Present
Inheritance Planning and Asset Protection @Inheritance Advisory Group
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Miami, TX, US
Integrating life insurance solutions to high-net-worth client portfolios, through partnerships with advisors to develop a deep understanding of clients needs and priorities. knowledge of country specific tax and regulatory changes which may impact IWS solutions.
EDUCATION
2001 — 2004
Framingham State University
Bachelor of Business Administration (BBA), Marketing
SKILLS
Asset AllocationBankingMutual FundsRisk ManagementPortfolio ManagementStrategic PlanningEquitiesInvestmentsSalesSales PresentationsBusiness DevelopmentWealth ManagementManagementFinancial ServicesCrmVariable AnnuitiesAsset ManagementStrategyLife InsuranceRelationship ManagementFinanceTalent AcquisitionGroup InsuranceBusiness StrategyInternational SalesSpanish-EnglishFixed Income
ABOUT CLARITZA ENCARNACION
Global investment sales professional with over 20 years of experience in the financial…
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