Ana Paula Pinto-O'Keefe

Senior Client Relationship Manager @ Snowden Lane Partners

About

Highly motivated and experienced professional in private banking and financial services. Qualified professional with expertise providing personalized services to ultra and high net worth cliente with a deep understanding of Global and International markets and asset management. Extensive knowledge of the Brazilian and Latin America markets and legislation.

Country

United States

City

New York City Metropolitan Area

Industry

Financial Services

Skill

Investments, Wealth Management, Banking, Portfolio Management, Investment Banking, Asset Management, Capital Markets, Equities, Trading, Management, Financial Markets, Private Banking, Fixed Income, Derivatives, Risk Management, Hedge Funds, Financial Services, Financial Analysis, Finance

Experience

Senior Client Relationship Manager

Snowden Lane Partners

2021-6 - Present · 5 yrs 4 mos

New York, New York, United States

International Sales Specialist

Wells Fargo Advisors

2018-9 - 2021-6 · 2 yrs 10 mos

Greater New York City Area

Investment Associate IFS

J.P. Morgan

2014-10 - 2018-9 · 4 yrs

International Financial Services - New York, NY

International Marketing & Sales Associate

Unique Associated

2013-10 - 2014-10 · 1 yr 1 mo

Senior Private Banking Client Advisor Assistant at UBS Wealth Management

UBS

2008-1 - 2013-9 · 5 yrs 9 mos

New York, NY

Leverage superior knowledge of wealth management products and services to forge strong client-advisor relationship based on trust and confidence, leading to increased business development and client acquisition through referrals, cross-sales opportunities and trade guidance.

Desk Head for the Brazil Intenational Business Unit

UBS Pactual Wealth Management Brazil

2006-3 - 2008-1 · 1 yr 11 mos

New York

Served as liason to managed a book of over $800 million in assets from highly sophisticated Brazilian clientele based in Brazil ( former UBS Pactual Bank) and UBS Wealth Management New York.

Client Advisor Associate

UBS

2005-5 - 2006-4 · 1 yr

New York, NY

Key role providing direct support to client advisors to serve the needs of High Net Worth clients consistent with their individual financial goals, risk profiles and objectives.

Client Advisor Assistant and Analyst

J.P. Morgan

1997-1 - 2005-5 · 8 yrs 5 mos

New York, NY

Executed a variety of operational, administrative and financial support functions of offshore and local management teams tasked with serving a roster of Ultra High Net Worth Brazilian clientele