Ana Isabel Salceda

I’ve spent over 15 years in private banking and wealth management, with roles at Merrill Lynch and Citigroup in New York, followed by senior positions at Banco General and BAC International Bank in Panama, managing $150M+ in portfolios for 250+ high-net-worth clients with 90% retention. I hold an MBA from Cornell and a B.S. in Accounting from Loyola University New Orleans, and I’m trilingual in Spanish, English, and Portuguese. But credentials only tell part of the story — real financial confidence comes from clear guidance and genuine listening. As a single mother, I know financial pressure is a life question, not just a portfolio one. That shapes how I work: with patience, honesty, and real investment in clients’ long-term stability, not just their numbers.