Beatriz Gutierrez Junco
Serviços de Consultoria CCO Insigneo
Beatriz Gutierrez Junco manages the compliance functions for the two affiliated Securities Exchange Commission (“SEC”) Registered Investment Advisers, Insigneo Wealth Advisors, LLC (“IWA”) and Insigneo Advisory Services, LLC (“IAS”). She is responsible for all aspects of compliance, implementing and maintaining supervisory procedures for the RIA’s and managing the operations for the multi-custodian model for IAS. She has 19 years of Compliance and Private Banking experience serving high net worth individuals. At Insigneo, Beatriz started as Head of Client Services and Operations for Insigneo Wealth Advisors and in 2012, she was appointed as Chief Compliance Officer.
Prior to joining Insigneo in 2011, she worked at Pacific National Bank where she held positions as AVP Customer Relationship Manager for domestic business, and prior to that she was the Treasury and FX Officer for the Bank.
Beatriz graduated with a Master of Science in Administrative Sciences with a dual concentration in Multinational Commerce and Financial Economics from Boston University. She holds a bachelor’s degree in Business Administration from Universidad del Rosario (Bogota, Colombia). Beatriz loves spending time with her large family, running and going to the beach to enjoy paddle boarding. She holds FINRA Series 7 and 63 licenses.
Conheça a nossa equipe.