Santander Securities
Industry: Company
DescriptionFounded: 2014 Parent organization: Santander Securities Services, S.A.
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Santander Securities Employees
Santander Securities June 2013 - Present
Santander Securities February 2006 - June 2013
Santander Securities January 2000 - June 2005
Skills
Financial Analysis, Fixed Income, Investments, Financial Services
Education
Universidad de Puerto Rico 1996 — 2003
B.A. Ecología Familiar y Nutrición, Educación secundaria
Santander Securities January 2015 - Present
Santander Securities LLC August 1996 - Present
Santander Securities January 2002 - June 2014
Santander Securities January 2006 - March 2008
Santander Securities August 1996 - December 2001
Citi June 1990 - May 1996
Banco Popular de Puerto Rico June 1986 - August 1988
Skills
Capital Markets, Sales Management, Fixed Income Trading, Fixed Income, Finance, Investments, Financial Analysis, Series 7, Equities, Wealth Management, Trading, FINRA, Financial Services, Options, Series 63, Portfolio Management, Bloomberg, Securities, Financial Advisory, Series 24
Education
University of Michigan Business School 1988 — 1990
Master of Business Administration (M.B.A.), International Business
Babson College 1983 — 1986
Bachelor of Business Administration (B.B.A.), Finance and Investments
Merrill Lynch November 2010 - Present
Santander Securities January 2000 - November 2010
Merrill Lynch 1996 - January 2000
Brown Brothers Harriman May 1994 - August 1995
Skills
Financial Services
Education
Universidad Interamericana de Puerto Rico 1991 — 1993
Master in Business Administration, Finance
Universidad de Puerto Rico 1984 — 1989
Bachelors in Business Administration, Major in Finance
Colegio Nuestra Sra. Del Pilar 1979 — 1984
High School
Santander Securities January 2010 - Present
Santander Securities January 2010 - Present
Alfredo Meltz Rivera January 2006 - Present
Santander Securities January 2008 - March 2010
Santander Securities August 2008 - January 2010
A.M Industrials May 2006 - August 2008
A.M. Industrial Corp January 2007 - January 2008
Skills
Finance, Equity Trading, Municipal Bonds, Convertible Bonds, Stocks, Mutual Funds, Trading Strategies, Institutional Sales, Institutional Analysis, Corporates, Bloomberg, Institutional Investors, Proactive self-starter, Microsoft Office, Microsoft Excel, Microsoft Word, Numerical Analysis
Education
Interamerican University PR 2011 — 2013
Master's degree, Finance, General
University of Puerto Rico-Rio Piedras 2004 — 2008
Bachelor of Science (BS), Marketing
Cheonggang Academy
Bachelor of Business Administration, Marketing
Finance, Interamerican University
Masters of Business Administration
Santander Securities March 2015 - Present
Open Mobile PR October 2014 - March 2015
Banco Popular de Puerto Rico June 2013 - December 2013
Banco Santander January 2013 - June 2013
Skills
Negotiation, Analysis, Teamwork, Leadership, Market Research, Loans, Strategic Planning, Loan Analysis, Finance, Credit Analysis, Fraud Prevention, Securities
Education
Inter-American University of Puerto Rico-Metropolitan Campus 2014 — 2016
Master in Business Administration (MBA), Finance
Towson University 2014 — 2014
Short-term International Programs - Summer Exchange
Universidad de Puerto Rico 2008 — 2013
Bachelor in Business Administration (BBA), International Business
B Media Group February 2009 - Present
Advent Morro Equity Partners June 2005 - December 2008
Santander Securities August 2003 - May 2005
Procter & Gamble August 2000 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Puerto Rico Law School 2002 — 2005
Doctor of Law (J.D.)
Georgetown University 1996 — 2000
Bachelor in Science in Business Administration, Finance and Marketing
V2A – Vision to Action Strategic Management Consultants January 2015 - Present
V2A – Vision to Action Strategic Management Consultants June 2014 - August 2014
PwC June 2013 - August 2013
ALPFA Puerto Rico June 2012 - May 2013
KPMG January 2013 - April 2013
Santander Securities October 2012 - January 2013
University of Puerto Rico August 2012 - December 2012
Diego Perdomo & Company, PSC February 2012 - May 2012
CSA Marketing September 2008 - August 2010
Skills
Accounting, Management, Teamwork, Social Networking, Research, Banking, Budgets, Leadership, Budgeting, Investigations, Tax Return Preparation, investments, Capital Markets, DCF Valuation, Due Diligence, Investments, Tax, Financial Analysis, Tax Preparation, Financial Reporting, Auditing
Education
University of Puerto Rico 2010 — 2014
Bachllors, Accounting and Finance
Santander Private Banking International January 2015 - Present
Santander Private Banking International March 2011 - January 2015
Santander Securities June 2007 - March 2011
Skills
Financial Markets, Series 7, Series 66, Florida License Realtor, Real Estate, Bloomberg, Fixed Income, Equities, Brokerage, Private Banking, Wealth Management, Banking, Capital Markets, Emerging Markets, Portfolio Management, Investments, Finance, Trading, Financial Analysis
Education
Florida International University 2001 — 2006
Bachelor's degree, Double Major: International Business and Marketing
Colegio San Ignacio de Loyola
High School
Kovack Securities Inc. August 2014 - Present
UBS Wealth Management Americas July 2007 - August 2014
UBS Asset Management July 2005 - July 2007
Santander Securities April 2003 - March 2005
UBS / PaineWebber January 1987 - April 2003
Drexel Burnham Lambert August 1985 - January 1987
Banco Comercial de Mayaguez August 1983 - August 1985
Touche Ross July 1980 - August 1983
Skills
Fixed Income, Asset Management, Auditing, Strategic Planning, Financial Markets, Equities, Wealth Management, Portfolio Management, Finance, Investments, Capital Markets, Series 7, Financial Services, Due Diligence, Investment Banking, Financial Advisory, Business Strategy, Securities, Financial Analysis, Insurance, Asset Managment, Credit, Private Banking, Management, Alternative Investments, Risk Management, Budgets, Banking, Team Leadership, FINRA, Asset Allocation, Trading, Financial Planning, Mutual Funds, Structured Finance
Education
Jacksonville University 1976 — 1978
Bachelor of Science (BS), Business Administration and Management, General
St. John's School, San Juan, PR 1965 — 1972
High School
UBS March 2009 - Present
UBS May 2007 - March 2009
Santander Securities February 2006 - May 2007
Santander Securities June 2003 - February 2006
Morgan Stanley Smith Barney October 2001 - June 2003
Skills
Wealth Management, Investment Portfolio, Portfolio Assessment, Fixed Income Analysis, Fixed Income Portfolio..., Bloomberg, Strategic Financial..., Business Analysis, Business Strategy, Project Management, People Skills, Team-oriented
Education
Universidad de Puerto Rico 1998 — 2003
Bachelor of Business Administration (BBA), Finance
Colegio San Ignacio de Loyola 1992 — 1998
Citi June 2014 - Present
Citi November 2013 - June 2014
Citi - CIFS August 2012 - November 2013
Santander Securities May 2011 - August 2012
Santander Securities July 2008 - May 2011
Skills
Series 7, Series 66, Investments, Finance, Financial Services, Financial Advisory, Securities, Asset Allocation, Banking, Sales, Portfolio Management, Financial Analysis, Wealth Management, Asset Management
Education
University of Puerto Rico
BBA, Finance
Acrecent Financial Corporation February 2015 - Present
REOF Capital LLC June 2014 - January 2015
Santander Securities June 2012 - May 2013
Skills
Corporate Finance, Financial Analysis, Asset Management, Risk Management, Portfolio Management, Capital Markets, Banking, Valuation, Securities, Investments, Investment Banking, PowerPoint, Finance, Microsoft Excel, Leadership
Education
Universidad Pontificia de Salamanca 2013 — 2014
Master of Science (MS), Insurance Management
Amsterdam Institute of Finance 2013 — 2013
Foundations of Finance
Universidad del Sagrado Corazón 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management-Finance
Colegio La Piedad
Santander Securities May 2015 - Present
Santander Securities July 2011 - May 2015
Popular Securities July 2006 - July 2011
Comissioner of Financial Institutions of Puerto Rico July 2004 - July 2006
Skills
Series 7, Investments, Wealth Management, Financial Analysis, Strategic Financial..., Series 24, Securities Litigation, Administrative Law, Corporate Law, AML, Securities, Equities, Financial Services, Finance, Portfolio Management
Education
Universidad Interamericana School of Law
Juris Doctor
Universidad de Puerto Rico
Bachelor of Business Administration (B.B.A.), Finance, General
Santander Securities July 2012 - Present
Banco Popular de Puerto Rico November 2011 - June 2012
Pistacho Mobiliario Infaltin & Juvenil March 2009 - November 2011
Escuela Secundaria de la Universidad de Puerto Rico February 2011 - July 2011
Skills
Buena comunicación..., Programas de..., Uso básico del software..., Comunicación..., Creatividad y dinamismo, Habilidad de trabajar..., Liderazgo, organización..., Facilidad para..., Capacidad de trabajo en..., Comprensión del inglés, Conocimiento básico del...
Education
Universidad de Puerto Rico Recinto de Rio Piedras 2007 — 2011
Bachillerato en Administración de Empresas, Finanzas
Universidad de Costa Rica 2010 — 2010
Finanzas, Intercambio Estudiantil
Escuela Secundaria de la UPR (UHS) 2001 — 2007
High School Diploma
Essex Securities LLC October 2014 - Present
Army National Guard August 2007 - Present
Santander Securities October 2013 - October 2014
Santander Bank, N.A. November 2012 - October 2013
Santander Bank, N.A. September 2011 - November 2012
Merrill Lynch October 2009 - July 2011
Bank of America October 2007 - October 2009
New York Life Insurance Company June 2006 - October 2007
Auto-torium August 2004 - June 2006
Netspoke 2001 - 2002
Skills
Series 7, Series 63, Series 6, Portfolio Management, Series 24, Series 65, Series 4, Series 53, FINRA, Management, Finance, Financial Services
Education
Suffolk Law School 2011 — 2015
Doctor of Law (JD)
Boston University - Metropolitan College 2010 — 2011
Financial Planning and Services
Greater Lawrence Technical School 1996 — 2000
High School Diploma
Santander Securities May 2014 - Present
Investors Capital September 2013 - May 2014
Investors Capital August 2010 - September 2013
Investors Capital September 2009 - August 2010
Skills
Series 7, Series 24, Series 4, series 53, Fixed Income, Equities, Trading, Options, Mutual Funds, Securities, Equity Trading, Unit Investment Trusts, Margin, Series 66, Bloomberg, Alternative Investments, Investments, FINRA
Education
Fordham University 2001 — 2005
BS, Finance
Danvers High School 1997 — 2001
Santander Securities August 2014 - Present
Creative Financial Group 2004 - August 2014
Southco 1997 - 2005
Lukens Steel 1993 - 1998
Philadelphia Naval Ship Yard 1982 - 1993
Education
Drexel University 1991 — 1997
Masters of Science, Finance, Engineering and Financial Management, MSEM 1997
Drexel University 1980 — 1985
Bachelor's degree, Mechanical Engineering
St Joe's Prep 1976 — 1980
Primoris Wealth Advisors March 2015 - Present
Little Heros Fund August 2011 - Present
Hasbro Children's Hospital January 2009 - Present
Santander Securities July 2014 - March 2015
Northwestern Mutual Financial network January 2011 - June 2014
Primoris Investment Advisors November 2010 - June 2011
Apothecare Pharmacy January 2010 - March 2011
Chamberland and Company January 2008 - December 2010
Ridgeway and Conger Inc October 2007 - December 2010
RIGDEWAY & CONGER INC January 2007 - December 2010
Education
Johnson & Wales University 1997 — 2001
BA, Finance, & Business management
Johnson & Wales University 1997 — 2001
BA, Business / Hospitality Management
Hotel Restaurant
UBS 2009 - Present
UBS 2007 - 2009
UBS FINANCIAL SERVICES INCORPORATED OF PR 2005 - 2006
UBS FINANCIAL SERVICES INCORPORATED OF PR 2002 - 2005
UBS FINANCIAL SERVICES INCORPORATED OF PR 2000 - 2002
Santander Securities 1998 - 2000
Education
University of Puerto Rico 1991 — 1996
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Santander Securities July 2015 - Present
Investors Capital September 2013 - July 2015
Investors Capital June 2012 - September 2013
PNC Financial Services Group, Inc October 2011 - June 2012
PNC Financial Services Group, Inc August 2010 - October 2011
Paychex, Inc June 2008 - October 2010
Skills
Series 7, Series 24, Series 66, Series 4, FINRA, Securities, Mutual Funds, Alternative Investments, Variable Annuities, Equity Indexed Annuities, Options, Investments
Education
University of Massachusetts at Lowell 2007 — 2012
Bachelor of Science (B.S.), Corporate Finance
Sobre El Ring February 2012 - Present
MSSG Corp. of Puerto Rico June 2011 - Present
URI Art Gallery 2011 - Present
Jaris Enterprises May 2012 - June 2012
P&S Consultants March 2012 - May 2012
Creative Caribe Corp. 2007 - 2009
P&S Consultants Corp. 2005 - 2007
Charles Schwab 2000 - 2002
Santander Securities 1997 - 2000
Santander Securities 1997 - 1998
Skills
Architecture, Space Planning, PowerPoint, Microsoft Office, Construction, Adobe Creative Suite, Construction Management, Photoshop, Word, AutoCAD, Excel, Illustrator, Sketching, InDesign, SketchUp, CAD, Graphic Design, Architectural Design, Renovation, Mac, Drawing, Construction Documents, BIM, Windows, Strategic Planning, Customer Relations, Residential Design, Planning, Retail, ArchiCAD, 3D rendering, Outlook, Problem Solving, Adobe Acrobat, Residential, Small Business, Real Estate, New Business Development, Budgeting, 3D Studio Max, Interior Design, Modeling, Alternative Investments
Education
Universidad Politécnica de Puerto Rico 2002 — 2007
B.Arch, Architecture
Universidad de Puerto Rico 1992 — 1998
B.B.A., Finance and Accounting
Colegio Nuestra Señora de Guadalupe 1988 — 1992
CPM North America May 2015 - Present
Parsons Brinckerhoff March 2013 - April 2015
Puerto Rico Public-Private Partnerships Authority September 2009 - March 2013
Government Development Bank for Puerto Rico January 2009 - September 2009
Santander Securities September 2007 - January 2009
Banco Santander Puerto Rico July 2005 - September 2007
Skills
Financial Analysis, Economics, Leadership, Capital Markets, Public Policy, Valuation, Corporate Finance, Infrastructure, PPPs, Project Finance
Education
Florida State University 1998 — 2000
Master of Science, Urban and Regional Planning
West Virginia University 1994 — 1998
Bachelors of Arts, Economics and International Affiars (double major)
Santander Securities August 2013 - Present
LPL Financial December 2012 - August 2013
LPL Financial May 2011 - December 2012
MetLife November 2010 - May 2011
MetLife November 2007 - November 2010
State Street Bank November 2005 - November 2007
Fidelity Investments February 2005 - November 2005
Skills
Series 24, Series 63, Series 7, FINRA, Series 6, Series 53, Series 65, Series 26, Series 4
Education
Boston University 2008 — 2009
Graduate Certificate, Financial Planning
University of Newcastle 2004 — 2004
M.S., Finance
University of Tampa 2000 — 2003
B.S., Management, Economics, Criminology
Citi July 2012 - Present
Citi June 2011 - August 2011
Santander Securities May 2009 - July 2010
Santander Securities July 2006 - May 2009
SJS Advisors June 2005 - August 2005
Skills
Spanish, Valuation, Emerging Markets, Capital Markets, Investment Banking, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
Brown University 2002 — 2006
AB, Economics
Santander Securities June 2014 - Present
Education
Embry-Riddle Aeronautical University 1986 — 1988
MBA, Economics
Sam Houston State University 1977 — 1984
Santander Securities April 2014 - Present
The Cervantes Group May 2008 - April 2014
ITTEK March 2007 - May 2008
Intership January 2006 - March 2007
TData Technologies Inc November 2005 - January 2006
Skills
Network Administration, Computer Hardware, Windows, Cisco Technologies, Servers, VTP, CCENT, Switches, IT Management, Operating Systems, VMware, Troubleshooting, Windows Server, Windows XP, Laptops, HP, Network Security, Routers, Visio, DHCP, CCNA, Printers, WAN, VPN, DNS, MCSA, Hyper-V, System Administration, Fortinet, Pep-link, Microsoft Exchange, Wireless Networking, Windows Azure, Blackberry Enterprise..., Symantec Backup, Virtualization, System Migration, Wireless Site Surveys, ISA Server, Structured Cabling, Networking, Windows 7, Disaster Recovery, Microsoft Office, Project Management, Data Center
Education
Universidad Metropolitana 2012 — 2014
Bachelor of Business Administration (BBA), Information Technology
Smart Insurance Agency, Inc. October 2012 - Present
Kovack Securities June 2009 - Present
Financial Network Investment Corporation, Member SIPC 2003 - 2008
RD Capital Group September 2000 - August 2003
Santander Securities 1998 - 1999
Morgan Stanley Dean Witter 1995 - 1998
Skills
Series 7, Retirement Planning, Securities, Financial Advisory, Alternative Investments, Investments, Strategic Financial..., Finance, Risk Management, Series 63, Financial Services, Life Insurance, Wealth Management, Insurance, FINRA, Financial Analysis, Mutual Funds, Asset Allocation, Retirement, Employee Benefits, Portfolio Management, Fixed Annuities, Investment Advisory, Series 24, 401k, IRAs, Series 65, Uniform Combined State..., Investment Strategies, Asset Management, Disability Insurance, Estate Planning, Long-term Care, Variable Annuities, Equities, Financial Planners, Bonds, Fixed Income, Wealth Management..., Series 6, Separately Managed..., Options, ETFs, Personal Financial..., Long Term Care Insurance, Qualified Retirement..., Term Life Insurance, Trading, Retirement Plan..., Investment Management
Education
Universidad Del Sagrado Corazón 1989 — 1993
Bachelors, Marketing & Accounting
American University - Kogod School of Business 1988 — 1989
Colegio San José 1982 — 1988
Publimedia (Public Media Monitors) August 2004 - Present
Publimedia February 2001 - August 2004
Publimedia July 1998 - February 2001
Santander Securities February 1996 - June 1998
Banco Popular de Puerto Rico - Banca Privada August 1994 - May 1995
Skills
Media Relations, Event Management, Strategic Planning, Marketing Communications, Social Networking, Public Relations, Redes sociales, Relaciones con los...
Education
Universidad de Puerto Rico 1991 — 1996
Bachelor of Business Administration (BBA), Mercadeo, Finanzas
Ocean Financial Services May 2013 - Present
Santander Securities March 2004 - May 2013
Skills
Series 7, Series 24, FINRA, Financial Regulation, AML, Capital Markets, Securities, Broker-Dealer, Mutual Funds, SEC, Alternative Investments, Investment Advisory, Fixed Income, Options, Financial Analysis, Series 63, Banking, Anti Money Laundering, Risk Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
University of Puerto Rico 2004 — 2008
Doctor of Law (JD)
University of Puerto Rico 2001 — 2004
Bachelor's degree, Finance and Marketing
Nassau Point Investors August 2015 - August 2015
Parliament Capital June 2015 - August 2015
Santander Securities July 2014 - August 2014
TraFon Group Inc. June 2013 - July 2013
Education
Georgetown University - The McDonough School of Business 2013 — 2017
Bachelor’s Degree, Finance and Operations and Information Management (OPIM)
Colegio San Ignacio de Loyola 2008 — 2013
MassMutual Financial Group October 2014 - Present
Eaton Vance May 2013 - October 2014
Santander Securities September 2012 - May 2013
ING Nederland August 2007 - January 2012
MassMutual Financial Group February 2004 - May 2007
MassMutual Financial Group September 2001 - February 2004
Skills
Mutual Funds, Risk Management, Insurance, Financial Services, Series 7
Education
American International College 2002 — 2006
Bachelor of Arts (BA)
VR Distributing, Inc. March 2014 - Present
Santander Securities March 2010 - March 2014
LVMH Perfumes & Cosmetics April 2012 - March 2013
JCPenney March 2007 - March 2010
Charlotte Russe August 2003 - June 2004
Skills
Customer Service, Sales, Teamwork, Administrative..., Leadership, Microsoft Office, Outlook Express, Makeup Artistry, Public Speaking, Public Relations, Team Leadership, Retail Sales, Work Ethic, Receptionist Duties, Recruiting, Supervisory Skills
Education
University of Puerto Rico-Rio Piedras 2001 — 2006
Bachelor of Arts (BA), Foreign Languages, French & Italian
Colegio Santa Rosa Superior - Bayamon, PR 1997 — 2001
High School, High School/Secondary Diplomas and Certificates
Banco Santander Puerto Rico August 2011 - Present
Banco Santander Puerto Rico July 2009 - August 2011
E-Merging Concepts Group LLC January 2010 - July 2011
Santander Securities July 2006 - July 2009
Scotiabank July 2005 - June 2006
First Bank Puerto Rico April 2004 - June 2005
Skills
Capital Markets, ALM, Market Risk, Banking, Liquidity Management, Derivatives, Bloomberg, Fixed Income, Bonds, Hedging, Wealth Management, Investment Strategies, Treasury Management, Bloomberg Terminal, FX trading, Financial Analysis, Financial Risk, Portfolio Management
Education
Inter-American University of Puerto Rico-Metropolitan Campus 2002 — 2005
MBA, Finance
University of Puerto Rico 1997 — 2002
BS, Management
TIAA-CREF February 2015 - Present
United States Army, Connecticut Army National Guard May 2007 - Present
Santander Securities April 2013 - February 2015
Northwestern Mutual April 2010 - March 2013
Education
Fairfield University 2014 — 2015
Certificate in Financial Planning, Certified Financial Planning
Central Connecticut State University 2002 — 2009
Bachelor of Arts (B.A.)
Rockville High School 1998 — 2002
William Grant & Sons December 2013 - Present
Southern Wine & Spirits August 2001 - December 2013
Santander Securities April 2008 - August 2009
Skills
Alcoholic Beverages, Beverage Industry, Sales, Wineries, Wine Tasting, Wine & Spirits Industry, Accounts Payable, Accounts Receivable, Operations Management, Access, Brand Management, Champagne, Food Pairing, Marketing, Training, Account Reconciliation, Time Management, Finance, Customer Service, General Ledger, Distributors, POS, National Accounts, Pricing, Forecasting, Outlook
Education
Florida International University 1999 — 2005
Elementary Education and Teaching
Hialeah-Miami Lakes Senior High 1995 — 1999
Santander Securities May 2014 - Present
MetLife November 2004 - May 2014
Bay Financial Associates September 1996 - June 2004
Skills
Insurance, Life Insurance, Retirement Planning, Financial Services, Fixed Annuities, Retirement, Mutual Funds, Disability Insurance, Series 6, Long-term Care, Finance, Interviews, Term Life Insurance, Series 7, Series 63, Wealth Management, IRAs, •CERTIFIED FINANCIAL..., Chartered Financial...
Education
Northeastern University 1980 — 1983
BS, Political Science/Public Administration
Herbert J. Sims & Co. September 2013 - Present
BBVA Securities March 2009 - Present
Santander Securities March 1997 - August 2008
Skills
Alternative Investments, Portfolio Management, Series 63, Securities, Investments, Wealth Management, Retirement Planning, Fixed Income, Equities, Options, Asset Management, Series 7, Capital Markets, FINRA, Trading, Financial Analysis
Education
Eckerd College 1998 — 2001
Bachelor of Business Administration (B.B.A.), International Business
FirstBank Puerto Rico November 2014 - Present
First BanCorp June 2013 - November 2014
First BanCorp June 2012 - August 2012
Merrill Lynch May 2011 - July 2011
Santander Securities June 2010 - July 2010
Skills
Bloomberg, Capital IQ, Factset, SAP, Excel, Word, PowerPoint, Access, Outlook, Microsoft Excel, Bloomberg Terminal, Business Valuation, Equity Valuation, Social Media, Financial Analysis, Financial Modeling, Corporate Finance, Accounting, Nonprofits, Microsoft Word, Analysis, Credit, Commercial Banking, Finance, Financial Markets, Portfolio Management
Education
Bentley University 2009 — 2013
Bachelor of Science, Corporate Finance and Accounting
Colegio Marista 1995 — 2009
High School
Santander Securities 2006 - Present
Skills
Securities, Series 7, Capital Markets, Banking, Strategic Financial..., Investments, Portfolio Management, Financial Analysis, Fixed Income, Mergers & Acquisitions, Series 63, Wealth Management, Strategy, Retirement Planning, Contemporary Art, Spanish, Entrepreneurship, Asset Management, Business Strategy
Education
Fairfield University 1970 — 1974
Santander Securities September 2012 - Present
MetLife May 2011 - September 2012
AARP Financial Inc December 2007 - October 2010
MFS Investment Management May 2000 - December 2007
ADP Brokerage Services Group February 1998 - May 2000
John Hancock 1986 - 1997
Skills
Mutual Funds, Analysis, Risk Management, Sales Material Review, Investment Advisor, Series 65 24 7 53, SEC Regulations, FINRA, Investment Adviser Act...
Education
Fitchburg State College
Bachelor of Arts (BA), Psychology
Santander Securities August 2011 - Present
Government Development Bank for Puerto Rico January 2009 - April 2011
Skills
Banking, Capital Markets, Investments, Fixed Income, Investment Banking, Strategic Financial..., Securities, Asset Management, Wealth Management, Series 7, Financial Services, Commercial Banking, Risk Management, Valuation, Mutual Funds, Financial Markets
Education
Harvard Business School 1992 — 1994
MBA
Northeastern University 1984 — 1989
BS
Santander Securities April 2012 - Present
Sovereign Bank June 2011 - April 2012
Fidelity Investments February 2005 - June 2011
Fidelity Investments June 2008 - August 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Skills
Series 7, Series 24, Series 63, Securities, Mutual Funds, FINRA, Financial Services, Investments, Capital Markets, Wealth Management, Management, Finance, Equities
Education
UNH School of Law 2000 — 2004
JD, MIP, MEL, Law
Saint Anselm College 1993 — 1997
BA, Politics
Exotix USA Inc June 2015 - Present
Banco Votorantim Securities November 2013 - February 2015
Credit Agricole Corporate and Investment Bank August 2009 - December 2012
BBVA Securities NY 2006 - 2009
Santander Securities 2003 - 2006
Commerzbank Capital Markets 2001 - 2003
BNP Paribas 1998 - 2000
UBS Securities Co., Ltd 1994 - 1998
Skills
Languages: Portugese,..., Emerging Markets, Financial Markets, Languages, Portuguese, French, Spanish, Hedge Funds, FX Options, Structured Products, Credit, Mutual Funds, Latin America, Equity Derivatives, Capital Markets, Investment Banking, Derivatives, CRM, Bonds, Foreign Exchange, Business Strategy, Corporate Finance, Financial Services, Rates, Market Risk, Investments, Bloomberg, High Yield, Credit Derivatives, Asset Allocation, Structured Finance, Securities, Currency, Commodity, Credit Risk, Economics, Valuation
Education
Columbia Business School 1990 — 1992
Master of Business Administration (M.B.A.), Finance and International Business
Lafayette College 1984 — 1988
Bachelor of Arts (B.A.), Economics and Business
Santander Securities June 2014 - Present
Boston Financial Data Services September 2006 - March 2014
Quant Funds September 2005 - May 2006
Boston Financial Data Services January 1998 - March 2003
Skills
Training, Process Improvement, Leadership, Cross-functional Team..., Management, Call Center, Customer Service, Mentoring, Financial Services, Microsoft Office, Customer Satisfaction, Organizational..., Coaching, Collections, Public Speaking, Mutual Funds, Operations Management, Program Management, Feedback, Settlement, Relationship Management, Risk Management, Business Analysis, Retirement, Investments, Analysis, Start-ups, Project Management, Event Management, Microsoft Excel, Team Leadership, Employee Training, Cirriculum Design, Call Centers
Education
University of New England 1970 — 1974
BA, Sociology
Bishop McDevitt 1966 — 1970
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Inter-American Development Bank January 2014 - Present
Banco Santander Puerto Rico May 2013 - January 2014
Santander Securities January 2012 - May 2013
Banco Santander October 2009 - December 2011
ABN AMRO Bank N.V. June 2007 - October 2009
ABN AMRO Bank N.V. December 2005 - June 2007
Citi August 2004 - November 2005
Skills
Corporate Finance, Banking, Investment Banking, Financial Risk, Portfolio Management, Emerging Markets, Capital Markets, Business Strategy, Mergers & Acquisitions, Forecasting, Financial Markets, Valuation, Structured Finance, Impact Investing, Risk Management, Project Finance, Financial Analysis, Financial Modeling, Derivatives, Credit Risk, Finance, Investments, Credit, Financial Structuring
Education
Fundação Getúlio Vargas 2008 — 2009
Master's Degree, Economics
Fundação Getulio Vargas 2002 — 2005
Bachelor's Degree, Business Administration and Management, General
UBS Financial Services January 2011 - January 2013
Santander Securities February 2010 - April 2010
Education
University of Michigan
B.A., Economics
University of Puerto Rico School of Law
J.D., Law
Santander Securities February 2009 - Present
Banco Popular de Puerto Rico November 2004 - February 2009
Office of the Commissioner of Insurance of Puerto Rico September 2003 - November 2004
Mapfre December 2001 - August 2003
Skills
Investment Advisory, Product Management, Institutional Accounts, Investment Strategies, Portfolio Management, Modern Portfolio Theory, Asset Allocation, Separately Managed..., Equities, Fixed Income, Alternative Investments, Due Diligence, Mutual Funds, ETFs, Financial Analysis, Financial Modeling, Optimization, Risk Management, Actuarial Science, Series 7, Series 24, Series 66, Banking, Finance
Education
University of Pennsylvania - The Wharton School
CIMA Study Course, Investments and Securities
Universidad de Puerto Rico
Master's degree, Mathematics
Saint Joseph's University
Bachelor's degree, Mathematics
Mizuho Securities USA Inc. February 2013 - Present
UBS Investment Bank October 2009 - December 2012
Santander Securities 2000 - 2009
Skills
Credit Trading, Fixed Income, Emerging Markets, Bonds
Education
Universidad del CEMA 1998 — 1998
Master in Finance
University of Buenos Aires 1990 — 1994
Bachelor in Business Administration
Brooklyn Museum 2010 - 2010
Santander Securities 2009 - 2009
CONTEMPORARY FINE ARTS GALLERY 2008 - 2008
Education
University of Michigan 2007 — 2011
UNIVERSITY COLLEGE LONDON
University of Michigan
B.A, History of Art
Santander Securities Miami Office June 2006 - February 2011
Santander Securities June 2006 - February 2011
Santander Securities September 1996 - February 2011
Santander Securities February 2003 - June 2006
Income Fund Inc September 1996 - February 2003
Financial and Investment Services Division August 1995 - September 1996
Banco Popular de Puerto Rico / Marketing One Securities, Inc October 1993 - July 1995
Banco Popular de Puerto Rico September 1992 - October 1993
Citicorp / Citibank Investment Bank Group January 1985 - January 1992
Education
University of Massachusetts, Amherst 1979 — 1983
BS/BA, Management/Economics
University of Massachusetts
B.S, Management
University of Massachusetts
B.A, Economics
ADP LLC October 2012 - Present
Citibank August 2011 - August 2012
JPMorgan Chase & Co October 2007 - August 2011
Santander Securities July 2007 - September 2007
Citibank June 2006 - July 2007
Skills
Analysis, Management, Process Improvement, Leadership, Project Planning, Banking, Financial Analysis, Business Analysis, Data Analysis, Market Research, Sales, SDLC, Team Leadership, Access, Risk Management, Visio, CRM, Back Office, Business Process..., Business Intelligence, Quality Assurance, Marketing Strategy, Team Building, Operations Management, User Acceptance Testing, Metrics Analysis, Performance Analysis, Microsoft Office, Quality Center, Business Objects, Excel, Word, Outlook, Internet Explorer, Firefox, International Marketing, Brand Awareness, Brand Development, Brand Assessment, International Finance, Requirements Analysis, PowerPoint, Marketing Research, Strategic Planning, Problem Solving, Social Media Marketing, Electronic Funds..., Wire Transfers, Finance
Education
University of South Florida 2010 — 2011
MBA, Finance and Marketing Strategy
Universidad de Puerto Rico 2001 — 2006
BBA, Finance
Libre de Música 1995 — 2001
High School
Santander Securities August 2012 - Present
Bank of America January 2008 - April 2012
Securitas USA January 2006 - February 2007
Sears January 2004 - October 2005
Skills
Derivatives, Options, Fixed Income, Trading, Equities, Back Office, Settlement, CDS, Account Reconciliation, Bloomberg, FX Options, Securities, Asset Management, Asset Allocation, Management
Education
Roxbury Community College 2011 — 2015
Associate of Arts (AA), Business Administration and Management, General, 3.4
Cambridge College
X-Square Capital, LLC March 2013 - Present
Banco Santander Brasil November 2011 - March 2013
Santander Asset Management 2010 - 2011
Santander Asset Management 2008 - 2010
Santander Securities 2007 - 2008
Santander Securities 2006 - 2006
Eurobank 2005 - 2005
Education
ESADE Business School 2007 — 2007
BBA
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA
Colegio San Ignacio de Loyola 1997 — 2003
High School Diploma
UBS January 2007 - June 2008
UBS March 2006 - September 2006
Credit Suisse First November 2005 - February 2006
JP Morgan Securities Inc November 2001 - March 2005
Jefferies & Company February 2000 - May 2001
Daiwa Securities February 1999 - November 1999
Deutsche Bank September 1998 - February 1999
BHF Securities July 1997 - September 1998
SANTANDER INVESTMENT SECURITIES November 1995 - July 1997
Santander Securities 1993 - 1997
Education
Borough of Manhattan Community College
Associates, Accounting
University of Illinois at Urbana-Champaign August 2013 - Present
University of Illinois at Urbana-Champaign June 2013 - August 2013
Santander Securities February 2013 - May 2013
University of Puerto Rico August 2011 - May 2013
Standard & Poor's June 2012 - August 2012
Skills
Calculus, PowerPoint, Tutoring, Applied Mathematics, C++, Microsoft Excel, Matlab, Statistics, Research, Teaching, Higher Education, LaTeX, University Teaching, Data Analysis, R
Education
University of Illinois at Urbana-Champaign 2013 — 2018
Doctor of Philosophy (PhD)
University of Puerto Rico-Rio Piedras 2008 — 2013
Mathematics/Finance
Santander Securities August 1996 - Present
Oriental Bank & Trust 1988 - July 1996
Arthur Andersen & Company 1983 - 1988
Skills
Strategic Financial..., Capital Markets, Portfolio Management, Investments, Financial Analysis, Wealth Management, Alternative Investments, Asset Management, Auditing, Banking, Corporate Finance, Finance, Mutual Funds, Securities, Series 7
Education
Interamerican University of Puerto Rico 1981 — 1982
Bachelor of Science, Accounting
University of Puerto Rico 1977 — 1981
Bachelor of Science, Accounting
Academia del Perpetuo Socorro 1964 — 1977
Santander Securities October 2012 - February 2013
Univision January 2012 - May 2012
Skills
Microsoft Office, Microsoft Word, Spanish
Education
University of Puerto Rico-Rio Piedras 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance & Economics
Academia del Perpetuo Socorro
Santander Securities February 2013 - Present
Department of the Treasury Government of Puerto Rico January 2012 - December 2012
Skills
Microsoft Office, Project Management, Microsoft Word, Microsoft Excel, Compliance, Finance, Anti Money Laundering, Banking
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Universidad de Puerto Rico
Santander Securities February 2004 - Present
Empresas Cordero Badillo June 2003 - February 2004
Skills
Budgets, Accounting, Finance, Analysis, Risk Management
Education
University of Puerto Rico-Bayamon 1995 — 1999
Master of Business Administration (M.B.A.), Accounting, Graduated Cum Laude
Santander Securities March 2006 - Present
Skills
Microsoft Office, Bloomberg, Zephyr Style Advisor, Morningstar, Sales, Research, Teamwork, Thompson One, Fixed Annuities, Variable Annuities, Separately Managed..., Trading, Series 7
Education
Pontificia Universidad Católica de Puerto Rico 2003 — 2006
Master of Business Administration (M.B.A.), Finance, General
Universidad de Puerto Rico 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Citizens Investment Services December 2012 - Present
Santander Securities September 2011 - December 2012
Jackson July 2008 - August 2009
Fidelity Investments April 1998 - July 2008
Skills
Relationship Management, Outside Wholesaler, Sales Management, Mutual Funds, Managed Money, 401k, Fixed Annuities, Variable Annuities, Insurance, Series 7, Series 65, Series 24, Public Speaking, Sales Trainings, Project Management, Management, Finance, Sales
Education
Providence College
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Santander Securities April 2014 - April 2015
JP Morgan Securities May 2012 - February 2014
Skills
Holistic Financial..., Sales Process, Finance, Retirement Planning, Investments, Wealth Management, Financial Advisory, Retirement, Mutual Funds, Portfolio Management, Financial Planning
Education
City University of New York-Hunter College
Bachelor of Arts (B.A.), Economics