Resumes
Resumes
Location:
Miami, FL
Industry:
Financial Services
Work:
Banque Syz & Co
Chief Investment Advisor
Banque Syz & Co
Client Representative
Efg Bank 2005 - 2017
Senior Portfolio Manager-Senior Vice President
Dresdner Lateinamerika Financial Advisors Llc 2002 - 2005
Senior Fixed Income Analyst
Vestrust Securities L.p 1998 - 2002
Fixed Income Analyst
Chief Investment Advisor
Banque Syz & Co
Client Representative
Efg Bank 2005 - 2017
Senior Portfolio Manager-Senior Vice President
Dresdner Lateinamerika Financial Advisors Llc 2002 - 2005
Senior Fixed Income Analyst
Vestrust Securities L.p 1998 - 2002
Fixed Income Analyst
Education:
Universidad De Los Andes 1996
Masters, Finance Universidad De Los Andes 1994
Bachelors, Bachelor of Business Administration, Business Administration, Management, Business Administration and Management
Masters, Finance Universidad De Los Andes 1994
Bachelors, Bachelor of Business Administration, Business Administration, Management, Business Administration and Management
Skills:
Investment Strategies
Portfolio Management
Team Management
Financial Analysis
Client Relations
Private Banking
Client Services
Investment Brokerage
Portfolio Assessment
Private Bank
Leadership
Research
Public Speaking
English
Spanish
Wealth Management
Service Delivery
Portfolio Management
Team Management
Financial Analysis
Client Relations
Private Banking
Client Services
Investment Brokerage
Portfolio Assessment
Private Bank
Leadership
Research
Public Speaking
English
Spanish
Wealth Management
Service Delivery
Certifications:
Series 7
Series 66
Series 66