María José Barrientos
Executive Director, International Wealth Services
María José Barrientos is a seasoned financial services professional with extensive experience in client service and managing risk and regulatory compliance. Most recently, and prior to joining Americana Partners International, María José was with Morgan Stanley where she was a Complex Risk Officer, overseeing the risk management for a multi-state international hub focused on the Latin American market.
Prior to that, María José was with Oppenheimer from 2018, where she served as a Latin American subject matter expert, and her role involved managing the onboarding process for new international financial advisors and ensuring compliance with KYC/EDD AML regulatory requirements.
María José’s journey in the financial services industry started in 2000 with PaineWebber in New Jersey. She moved to Texas in 2005 to join UBS International, where she began as a Senior Client Service Associate and later advanced to Complex Operations Manager, catering to ultra-high net worth Latin American clients.
María José earned dual bachelor’s degrees in philosophy and psychology from the University of Houston-Downtown. Her commitment to animal welfare is a significant aspect of her life; she is dedicated to rescuing dogs and providing them with loving and secure homes. María José lives with her elderly parents, her husband Marco, their adult son Marco Antonio, and their cherished pack of rescued dogs.
In her free time, María José enjoys reading, hiking with her dogs, mountain biking, and traveling with family and friends.
María José Barrientos ha dedicado su carrera profesional al sector de servicios financieros con una amplia experiencia en gestión de servicios al cliente, riesgos y el cumplimiento normativo. Antes de unirse a Americana Partners International, María José trabajó como Directora de Riesgo en Morgan Stanley, supervisando a nivel regional la gestión de riesgos para el negocio internacional enfocado en el mercado latinoamericano.
Antes de eso, María José trabajó en Oppenheimer desde el 2018, como experta en la materia del proceso de incorporación de nuevos asesores financieros internacionales garantizando el cumplimiento de los requisitos regulatorios de KYC/EDD AML.
La trayectoria de María José en la industria de servicios financieros empezó en el año 2000 con PaineWebber en Nueva Jersey. Se mudó a Texas en el 2005 para incorporarse a UBS International como Asociada Principal de Servicios al Cliente y luego ascendió a Gerente Principal de Operaciones, supervisando los procesos internos de un complejo internacional de clientes latinoamericanos de alto patrimonio.
