Mercantil Commercebank Investment Services
Industry: Company
DescriptionFounded: 2001 Parent organization: Amerant Bank, N.A. Subsidiary: Mercantil Commercebank Investement Services, Inc., Asset Management Arm
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Mercantil Commercebank Investment Services Employees
UBS Financial Services Inc August 2011 - Present
Mercantil Commercebank N.A. July 2007 - August 2011
Mercantil Commercebank Investment Services November 2002 - July 2007
Education
Louisiana State University 1997 — 2000
Bachelor of Science (BS), International Trade and Finance / Marketing
Universidad ICESI 1994 — 1997
Business Administration, International Business
Compass Group Asset Management September 2014 - Present
Mercantil Commercebank Investment Services September 2010 - August 2014
Mercantil Commercebank N.A. 2005 - August 2010
Dismex Food Inc. December 2003 - December 2004
Skills
Business Development, Business Strategy, Portfolio Management, Asset Allocation, Investments, Research, Finance, Tactical Asset..., Fixed Income, Equities, Mutual Funds, Private Equity, Hedge Funds, Due Diligence, Strategic Planning, Entrepreneurship, Management Consulting, Analysis, Management, Process Improvement, Cross-functional Team..., Series 7, Asset Management, Banking, Alternative Investments, Wealth Management
Education
Florida International University 2001 — 2005
B.S., Industrial & Systems Engineering
Investment Banking Institute 2009 — 2009
Investment Banking Modeling
Nova Southeastern University 2010 — 2011
B.S., Finance
Mercantil Commercebank N.A. May 2013 - Present
Mercantil Commercebank N.A. January 2012 - April 2013
Mercantil Commercebank N.A. January 2010 - December 2011
Mercantil Commercebank Investment Services January 2008 - December 2009
Mercantil Commercebank N.A. September 2006 - December 2007
Skills
Bloomberg, Morningstar, Advent Axys, Sungard, NetExchange360, MS Excel, MS Word, MS Powerpoint, Written and verbal..., Investments, Wealth Management, Mutual Funds, Fixed Income, Securities, Investment Advisory, Microsoft Excel, Series 7, Portfolio Management, Credit, Mortgage Lending, Trading, Bloomberg Terminal, Loans, FINRA, Axys, Auditing, Asset Managment, Banking, Financial Risk
Education
Florida International University 2013 — 2015
Master of Business Administration (MBA)
Florida International University - College of Business 2005 — 2010
Business, Finance
Econocaribe Consolidators, Inc. January 2015 - Present
Econocaribe Consolidators, Inc. May 2013 - January 2015
Econocaribe Consolidators November 2011 - May 2013
Florida International University August 2010 - August 2011
Mercantil Commercebank Investment Services May 2011 - June 2011
Siemens February 2007 - July 2010
Siemens July 2006 - January 2007
Skills
Spanish, International Project..., Program Management, Electrical Engineering, Software Engineering, Proposal Support, Portuguese, Articulate Storyline, Proposal Writing, Customer Service, Requirements..., Business Process..., Microsoft Office, Microsoft CRM, Siemens, PLC, SCADA, Customer Presentations, Network Architecture, Product Marketing, Team Leadership, Server Architecture, Requirements Gathering, Six Sigma, Bills of Lading, AES, Full Container Exports, Leadership, Microsoft Excel, Project Management, Engineering, Software Documentation, Analysis, Strategic Planning, Business Strategy, Training, Management
Education
Florida International University - College of Business Administration 2010 — 2011
MBA, International Business
Universidad Simón Bolívar 2001 — 2006
Electronics Engineering, .
H&M Development March 2015 - Present
ASR Construction February 2014 - March 2015
Moss & Associates May 2013 - January 2014
Mercantil Commercebank Investment Services September 2011 - April 2013
Silva Structures, Inc March 2009 - September 2011
Silva Builders Inc March 2006 - March 2009
Skills
Teamwork, Construction, Microsoft Excel, Budgets, Time Management, Project Management, Customer Service, Change Orders, Project Bidding, Microsoft Word, Management, Contractors, Subcontracting, Primavera P6, Process Scheduler, Outlook, Renovation, Contract Negotiation, Risk Management, Cost Control, MS Project, Construction Management, Procurement, PowerPoint, On Screen Takeoff, OSHA 30-Hour, Business Development, Project Estimation, Contract Management, Negotiation, Estimates, Project Coordination, Strategic Planning, Bilingual, Problem Solving, Quickbooks, Foundation, Time force, Lotus Notes, Adobe, Accounts Payable, Sage Timberline Office, Submittals, Project Planning, Value Engineering, Pre-construction, Microsoft Office
Education
Florida International University 2008 — 2013
Bachelor's degree, Construction Management
Johnson and Wales Univesity 2000 — 2002
AS, Business Administration
ECA-Escuela Campo Alegre 1993 — 1998
High School, High School/Secondary Diplomas and Certificates
Mercantil Commercebank Investment Services July 2013 - Present
Mercantil Commercebank N.A. July 2012 - Present
Mercantil Commercebank N.A. May 2008 - July 2012
Mercantil Commercebank March 2007 - May 2008
Mercantil Commercebank N.A. March 2006 - March 2007
Skills
Banking, Management, Sales, Customer Service, Leadership, Sports, Finance, Innovator, Customer Retention, Wealth Management, Project Management, International Sales, New Business..., Business Travel, Spanish, Portuguese, Financial Services, Bank Secrecy Act, Strategic Financial..., Fixed Income, Securities, Investment Banking, Series 7, Investments, Equities, Financial Analysis, Anti Money Laundering, Financial Risk, Portfolio Management
Education
Nova Southeastern University 2012 — 2014
MBA in Finance, Finance, General
Florida International University - College of Business Administration 2010 — 2012
Bachelor, Management & International Business, 3.65 - Cum Laude
Miami Dade College 2008 — 2010
AA, Business Administration
Mercantil Commercebank Investment Services 2014 - Present
Allstate 2011 - 2013
Allstate 2006 - 2011
RBC Dain Rauscher 2001 - 2006
The Chicago Trust Company 1993 - 2001
John Deere 1990 - 1993
Nuveen Investments 1982 - 1989
Skills
Bonds, Investments, Investment Management, Fixed Income, Capital Markets, Financial Analysis, Portfolio Management, Strategy, Credit Analysis, Asset Management, Mutual Funds, High Yield, Securities, Alternative Investments, Series 7
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
The University of Chicago 1978 — 1981
AB, Economics
Mercantil Commercebank Investment Services April 2007 - Present
Citibank N.A May 2004 - March 2007
American Express July 2003 - April 2004
Smith Barney November 2002 - July 2003
Nathan and Lewis Securities September 1997 - November 2002
Education
State University of New York College at Oswego 1993 — 1997
Bachelor of Arts (B.A.), Business/Corporate Communications
University of Miami
Mercantil Commercebank Investment Services May 2012 - Present
Venecredit Securities, Inc. March 2004 - September 2011
Venezolano de Crédito November 2002 - February 2004
Vencred S.A. November 2002 - February 2004
Education
American University 1995 — 1997
Master of Business Administration, International Business
St. Michael's College 1992 — 1995
Bachelor of Science (B.Sc.), Business Administration
EY September 2013 - Present
Berkery, Noyes & Co. June 2011 - September 2011
Venevision International January 2011 - March 2011
Mercantil Commercebank Investment Services June 2008 - August 2008
Skills
Accounting, Auditing, Internal Audit, Internal Controls, Financial Reporting, Microsoft Excel, Economics, Visual Basic, Data Analysis, Analysis, Due Diligence, Java, Valuation, US GAAP
Education
Dartmouth College 2008 — 2012
B.A.
Belen Jesuit 2004 — 2008
Canepa US 2012 - Present
Mercantil Commercebank N.A. 2007 - 2012
Mercantil Commercebank Investment Services March 2002 - 2007
Bankers Trust 1994 - 1995
Banco Mercantil / Merinvest 1989 - 1991
Education
Yale University 1993 — 1994
Master's Degree, International and Development Economics
Hult International Business School 1991 — 1992
Master's Degree, Management
Universidad Católica Andrés Bello 1984 — 1989
Bachelor's Degree, Economics
Mercantil Commercebank Investment Services October 2011 - Present
Mercantil Commercebank N.A. January 2007 - October 2012
Education
Florida International University 2011 — 2014
Bachelor of Business Administration (B.B.A.), International Business & Management
Miami Dade College
Associate's degree, Interior Design & Architecture