Santander Private Banking International (PBI) appoints Felipe Herrmann as senior investment advisor in Miami, according to his profile on the professional network LinkedIn.
Herrmann held the position of executive director at J.P. Morgan Private Bank in the same Florida city, and previously worked in alternative investment sales and discretionary investment sales at Citi, after serving as associate at Safra Asset Management in New York.
Academically, he holds a bachelor’s degree from USC’s Marshall School of Business and an MBA from Northwestern University – Kellogg School of Management. He also holds FINRA Series 7, 31, and 66 licenses.
