Client Relationship Manager
Customer Relations Manager
Carlos joined K&B Family Office in November 2020. He started in local banking 10 years ago in HSBC’s international transfer operations area, then moved to residential mortgages. From that moment on, his experience has been in retail banking products in the area of private banking, personal and legal account openings (Foundations, Investment Companies, Trusts)
Carlos held the position of Relationship Officer at Scotiabank, Banco Panamá and at Metrobank. He was Deputy Manager of Private Banking and his last position was held at Towerbank as Branch Manager.
Academically, he has an MBA in Formulation and Evaluation of Projects in Development and a Bachelor of Business Administration. He studied in the Management Development Program at Aden Business School and has an on going Diploma in Finance with an Emphasis on the Stock Market from Capamec. He speaks Spanish and English.