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Financial Wealth

Daniel Martinez

Mr. Martinez is a Certified Investment Management Analyst CIMA®, of The Investments and Wealth Institute, Colorado.

Mr. Martinez has over 7 years of experience in the financial industry, with experience in the independent channel, US Broker Dealers and Registered Investment Advisory companies. The professional continuously supports senior managers to execute the business plan and corresponding targets, and diligently seeks to improve synergies necessaries to enhance the business resources.

Also Mr. Martinez has assisted Investment Advisors in building and monitoring client portfolios.
Martinez’s experience comprises providing customer service, trading execution and operational support to Wealth Management Teams
Education: BS in Business Administration from Universidad Metropolitana, Caracas, Venezuela.
Financial Industry Licenses: (S7) and (S66). Mr. Martinez completed the education component of the CIMA program with the Wharton School, University of Pennsylvania.

1395 Brickell Avenue Suite 1560
Miami, Fl 33131
Phone: 305-529-4700

New York
750 Lexington Ave -Ste 8-127
New York, NY 10022
Phone: 212-994-1850