Client Experience & Hispanic Cultural Specialist
Building relationships has been my passion as far back as I can remember. I spent my childhood growing up in Maryland and often flying to Mexico to visit family. No matter where I was, I discovered that kindness, confidence, and a good sense of humor always traveled well. Making connections and understanding people never felt like work, so after graduating from Georgetown University, that’s what I pursued; I built a career in client relations, first in banking then in finance.
13 years in, what I learned as a kid still guides me professionally, as does my curiosity for cultures and communication. I like to help people understand their clients, communicate effectively, and craft meaningful relationships. I like to think that’s what I do best!
Regardless of your firm’s size, you owe it to yourself and your team to have a well-defined foundation for customer service. Understanding the building blocks of great service empowers people to put their own stamp on their client relationships. My aim is to implement a client service and retention strategy so excellent that your customers stay engaged, stay happy, and stay put!
I live outside of Baltimore with my talented wife and two beautiful kids. During football season, you can find me cheering on the Ravens, preferably with a cold beer from Union Craft Brewing in my hand. I’m a grilling and BBQ fanatic, but when I’m not firing up the coals, I love trying new restaurants and traveling with my wife. Well, that’s IF my folks are up for babysitting.