Senior Middle Officer, Trade Support & Market Operations
Roxana began to work at K&B Family Office in July 2018 as a Senior Operations Assistant. She moved to the Middle Office team in March 2022 and now occupies the position of Senior Middle Officer, Trade Support & Market Operations. She supports the Asset Management team with clients’ purchase and sale orders, managing the company’s Portfolio Management System, and attending to clients’ needs.
She has more than 15 years of experience as a banking professional in international private institutions. Before, she worked at BSI Bank Panama (Swiss Bank) as a Private Banking assistant; and at FPB Bank Inc. (Brazilian bank), where she held the position of Operations Management Assistant. Roxana holds an Investment Analyst and Securities Broker License granted by the Superintendence of the Securities Market of Panama and a degree in Business Administration with an emphasis in Marketing.