Carolina Troncoso & Team - Women of Panama

We specialize in wealth management for High-Net-Worth Individuals and wealth creation for long-term goals such as retirement and children’s education...

Gabriela Pedrotti 2021-07-19 03:26:49

Where are you from? Panama

What is your professional background? Attorney at Law since 2004. Partner at Troncoso Tribaldos. We offer a range of services including corporate management, estate and tax planning, immigration, labor, contractual matters, banking and finance, and litigation.

In parallel to this, since 2019, Principal Executive for Wynn Global Inc. We specialize in wealth management for High-Net-Worth Individuals and wealth creation for long-term goals such as retirement and children’s education. Our focus is towards international investments and giving clients access to global markets.

What makes your company unique, compared to. Others in the industry? At Wynn Global, we have several female Wealth Managers. We’re one of the only advisory firms in Panama, offering a woman-to-woman wealth management service. We believe women’s financial needs and objectives can be very different to men. By having a female advisor, our female clients feel more comfortable and empowered.

Why is it important for women to be heard in the business world? Women are strong-minded, focused and loyal. Businesses worldwide are understanding that by adopting women on their boards and into their workforces, these characteristics are helping to better achieve their company’s long-term visions.

Dean Blake, the founder and owner of Wynn Global, leads this movement and is a big believer in having powerful women in the workplace. The key members of the Wynn Global team are primarily women. Linda Swales is our Marketing & Client Services Manager, Daniella Valenzuela is our Compliance Officer and Maryory Samudio, our lead Advisor & Client Support.

What business advice would you give to other women? Control negotiations with the power of knowledge by being prepared before any meeting.

Who inspires you? Warren Buffet and Nelson Mandela. They have both marked my life in different ways. I’m a big advocate of budgeting, saving and investing. I thrive of helping our clients achieve their financial goals and independence. If your readers are looking for some financial inspiration, they can visit my Instagram page, @thesavingenthusiast.

Information: Phone: +507 308-1188 - IG: @thesavingenthusiast - Web: www.wynnglobal.com

Leave a Comment:

You must log in to be able to leave a comment

Sponsors