Pati A. Guerra

Pati A. Guerra is an experienced finance professional with a strong background in wealth management and private banking, currently serving as Senior Advisor for Swiss Private Banking at Crescendo Group since February 2016. Prior to this role, Pati held positions such as Senior Vice-President at Sabertia Capital Partners, where the focus was on fundraising and investment opportunities for family offices and institutional investors, and Vice President at Mora Wealth Management AG. Additional experience includes roles at Bank Leumi Switzerland, Barclays Bank (Suisse) SA, and Goldman Sachs Bank AG, where expertise in client relations and banking services was developed. Pati's career began with a marketing position at The Stanley Works. Educational qualifications include a BA in International Business from Florida International University and prior studies at Salem College.