Obelisco Advisers Corporation

REGION: Global

Banking, Advisory

We specialize in providing banking solutions to clients who require specific needs due to their business type or jurisdiction.  While our specialty is working with Latin American client we work with institutions on a global level.  

When companies have specific banking needs but are unclear where to start, Obelisco will advise on potential solutions, execute those solutions, and provide the service and expertise required to keep those solutions working and improve them over time.​

Types of Clients Served (Foreign and Domestic)

  • Import/Export
  • Merchant Services
  • Technology
  • Logistics and Transportation
  • Consulting
  • Tourism
  • Start-ups
  • Correspondent
  • Financial Services
  • Brokers
  • Funds
  • MSBs

Regional Expertise

  • Latin America
  • United States
  • Caribbean
  • Offshore Jurisdictions

FEATURED MEMBER

Title: Co-Founder and Managing Partner

Carlos R. Peña

Co-Founder and Managing Partner

Carlos is an analytical and goal-oriented professional with 13+ years of experience in the financial services industry. He has extensive knowledge and a proven track record in the creation and management of financial institutions and structures, strategic Implementation of projects, processes, and procedures, handling mergers and acquisicions, managing revenue growth, dealing in multicultural segments and expansion. His specialties include banking, investments, international Financial Services, management, customer Relationship Management. He is bilingual English/Spanish.


Obelisco Advisers Corporation News


Contact Details

Address:
1110 Brickell Ave #402
Miami
Phone:
704.915.2630
Contact Person:
Carlos R. Peña
Position:
Co-Founder and Managing Partner
Email:
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