Strategic Advisor
Led fundraising and cross-border initiatives connecting startups with a network of 150+ active investors across Europe and LATAM .
Clifford Smith
Investment Advisor · Strategic Business Development
01 Summary
International investment advisor with 20 years in private banking (ex-Citibank, Scotiabank, $500M+ AUM) specializing in fundraising and international expansion between Europe and LATAM. Former captain of the Costa Rican National Basketball Team and NCAA athlete — bringing elite discipline and team leadership to every deal.
02 Track Record
Corporate
Structured investment opportunities, corporate transactions, and financial infrastructure for growth-stage companies.
Business Development Director
New Business Development unit for Grupo OMNi - Bankaool.
Wealth Management
Oversaw an investment office USD $500M AUM investment and banking portfolio and led a 10-person Wealth Management team.
Client Manager
Advised high-net-worth and institutional clients on offshore banking and wealth preservation strategies.
Foreign Officer
Authorized (CIFS #6414221).
03 Skills
04Education
Postgraduate Program, M&A and Private Equity — IEB, Madrid (2024–2025)
Master in Finance — IE Business School, Madrid (2015–2017)
BBA, International Business — Barry University, Miami
FIBA Players Mentorship Program, Certified Mentor (2022–2023)