Gioconda Bolinches Sebastiani
Financial Advisor @Lifeinvest Wealth Management
Miami, FL, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2022 — Present
Financial Advisor @Lifeinvest Wealth Management
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Miami, FL, US
Advise +US$300 M in cross‑border assets for HNW families across US & LatAm.Achieved 85 % client retention when transitioning from BBO to LifeInvest.Structure tax‑efficient mandates spanning equities, fixed income, real estate, and alternative assets.Only female advisor managing a +US$50 M patriarchal family office relationship.
EDUCATION
1999 — 2004
Universidad Metropolitana (VE)
Bachelor of Business Administration - BBA
2011 — 2013
IESA
Magister
SKILLS
Private EquityCapital MarketsCorporate FinanceDerivativesFinancial AnalysisBancaFinanzas CorporativasFinancial ModelingValuationInvestment BankingDue DiligenceEquitiesMicrosoft ExcelMergersFixed IncomeEstrategia EmpresarialBankingBanca De InversiónAnálisis FinancieroInvestmentsElaboración De Modelos FinancierosDiligencia Debida
ABOUT GIOCONDA BOLINCHES SEBASTIANI
Over the years, I’ve guided Latin American and international families through the…
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