VectorGlobal Wealth Management Group
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VectorGlobal Wealth Management Group Employees
Employee
Years
Job
Industry
Marisel Velez Marisel Velez's VectorGlobal Wealth Management Group Experience July 2014 - Present
Job Financial Advisor at VectorGlobal Wealth Management Group
Industry Financial Services
Experience
VectorGlobal Wealth Management Group July 2014 - Present
Citigroup International August 2005 - Present
Wells Fargo 1988 - August 2005
Bankers Trust International 1980 - November 1988
Kredietbank NV 1979 - 1980
Banco do Brasil 1976 - 1979
Skills
Series 7, Portfolio Management, Wealth Management, Mutual Funds, Commercial Banking, Fixed Income, Series 63, Alternative Investments, Asset Allocation
Education
City University of New York-Herbert H. Lehman College 1970 — 1976
Bachelor of Arts (B.A.), Spanish Language and Literature
VectorGlobal Wealth Management Group July 2014 - Present
Citigroup International August 2005 - Present
Wells Fargo 1988 - August 2005
Bankers Trust International 1980 - November 1988
Kredietbank NV 1979 - 1980
Banco do Brasil 1976 - 1979
Skills
Series 7, Portfolio Management, Wealth Management, Mutual Funds, Commercial Banking, Fixed Income, Series 63, Alternative Investments, Asset Allocation
Education
City University of New York-Herbert H. Lehman College 1970 — 1976
Bachelor of Arts (B.A.), Spanish Language and Literature
Alexis Lertora Alexis Lertora's VectorGlobal Wealth Management Group Experience October 2010 - May 2015
Job Senior Associate
Industry Financial Services
Experience
CP Capital Group May 2015 - Present
VectorGlobal Wealth Management Group October 2010 - May 2015
Citibank January 2000 - September 2007
Skills
Gestión de cartera de..., Wealth Management, Servicios financieros, Fondos de inversión..., Private Banking, Bonos, Gestión de capital, Finanzas corporativas, Bonds, Corporate Finance, Investment Banking, Trade Finance, Mutual Funds, Financial Services, Portfolio Management, Investment Strategies, Banca de inversión, Valores (finanzas), Inversiones, Financial Markets, Investment Advisory, Structured Investments, Trust Services, Structured Notes, High Yield Bonds, Series 6, FINRA, Securities Market, Financiación de..., Financiación..., Mercado de capitales, Coordinación de..., Gestión de proyectos, Banca privada, Gestión del capital de..., Financiación comercial
Education
Universidad de San Martín de Porres 1997 — 2002
Administración de empresas
Universidad de Palermo
Especialización en Inversiones y Finanzas, Finanzas, Finance, General
CP Capital Group May 2015 - Present
VectorGlobal Wealth Management Group October 2010 - May 2015
Citibank January 2000 - September 2007
Skills
Gestión de cartera de..., Wealth Management, Servicios financieros, Fondos de inversión..., Private Banking, Bonos, Gestión de capital, Finanzas corporativas, Bonds, Corporate Finance, Investment Banking, Trade Finance, Mutual Funds, Financial Services, Portfolio Management, Investment Strategies, Banca de inversión, Valores (finanzas), Inversiones, Financial Markets, Investment Advisory, Structured Investments, Trust Services, Structured Notes, High Yield Bonds, Series 6, FINRA, Securities Market, Financiación de..., Financiación..., Mercado de capitales, Coordinación de..., Gestión de proyectos, Banca privada, Gestión del capital de..., Financiación comercial
Education
Universidad de San Martín de Porres 1997 — 2002
Administración de empresas
Universidad de Palermo
Especialización en Inversiones y Finanzas, Finanzas, Finance, General
Fabíola Bueno Fabíola Bueno's VectorGlobal Wealth Management Group Experience May 2011 - August 2012
Job Partner at The Group Research, LLC
Industry Investment Management
Experience
The Group Research, LLC May 2015 - Present
Odebrecht October 2012 - May 2015
VectorGlobal Wealth Management Group May 2011 - August 2012
Inter-American Development Bank June 2004 - June 2005
Credit Suisse January 1998 - January 2003
TozziniFreire Advogados 1995 - 1997
Skills
Investment Banking, Private Equity, Venture Capital, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Capital Markets, Portfolio Management, Due Diligence, Legal Compliance, Legal Advice, Legal Issues, IPO, Investments, Private Placements, Equities, Corporate Finance, Financial Advisory, Emerging Markets, Financial Structuring, Structured Finance, Finance, Due diligence
Education
University of Miami - School of Business 2005 — 2007
MBA
The University of Texas at Austin 2003 — 2004
School of Law
Universidade de São Paulo 1991 — 1996
Jurisdoctor
Colégio Santo Américo
High School
The Group Research, LLC May 2015 - Present
Odebrecht October 2012 - May 2015
VectorGlobal Wealth Management Group May 2011 - August 2012
Inter-American Development Bank June 2004 - June 2005
Credit Suisse January 1998 - January 2003
TozziniFreire Advogados 1995 - 1997
Skills
Investment Banking, Private Equity, Venture Capital, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Capital Markets, Portfolio Management, Due Diligence, Legal Compliance, Legal Advice, Legal Issues, IPO, Investments, Private Placements, Equities, Corporate Finance, Financial Advisory, Emerging Markets, Financial Structuring, Structured Finance, Finance, Due diligence
Education
University of Miami - School of Business 2005 — 2007
MBA
The University of Texas at Austin 2003 — 2004
School of Law
Universidade de São Paulo 1991 — 1996
Jurisdoctor
Colégio Santo Américo
High School
Orlando Lescano Orlando Lescano's VectorGlobal Wealth Management Group Experience September 2009 - February 2014
Job Morgan Stanley / Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 2014 - Present
BB&T Investment Services February 2014 - August 2014
VectorGlobal Wealth Management Group September 2009 - February 2014
Standard Chartered Bank July 2007 - August 2009
American Express Private Bank September 2003 - July 2007
Pharmacia SELO, Inc. December 2000 - May 2003
American Express Bank Int'l April 1998 - November 2000
Coutts & Co Private Bank February 1996 - March 1998
Skills
Private Banking, Investment Advisory, Portfolio Management, Financial Markets, Fixed Income, Financial Analysis, Asset Managment, Equities, Wealth Management, Risk Management, Asset Management, Microsoft Office, Uniform Combined State..., Capital Markets, Banking, Corporate Finance, Investment Banking, AML, Customer Service, Credit, Investments, Financial Modeling, Commercial Banking, Spanish, Securities, Bloomberg, Bonds, Structured Products, Derivatives, Trading, Emerging Markets, Anti Money Laundering
Education
Florida International University
Bachelors, Finance
Morgan Stanley Private Wealth Management August 2014 - Present
BB&T Investment Services February 2014 - August 2014
VectorGlobal Wealth Management Group September 2009 - February 2014
Standard Chartered Bank July 2007 - August 2009
American Express Private Bank September 2003 - July 2007
Pharmacia SELO, Inc. December 2000 - May 2003
American Express Bank Int'l April 1998 - November 2000
Coutts & Co Private Bank February 1996 - March 1998
Skills
Private Banking, Investment Advisory, Portfolio Management, Financial Markets, Fixed Income, Financial Analysis, Asset Managment, Equities, Wealth Management, Risk Management, Asset Management, Microsoft Office, Uniform Combined State..., Capital Markets, Banking, Corporate Finance, Investment Banking, AML, Customer Service, Credit, Investments, Financial Modeling, Commercial Banking, Spanish, Securities, Bloomberg, Bonds, Structured Products, Derivatives, Trading, Emerging Markets, Anti Money Laundering
Education
Florida International University
Bachelors, Finance
Irella Solano's VectorGlobal Wealth Management Group Experience August 2011 - Present
Job Accounting / HR Manager at Vector Global
Industry Investment Management
Experience
VectorGlobal Wealth Management Group August 2011 - Present
CPM, LLC June 2009 - May 2011
Gogogo Films / In&Out Productions August 2006 - May 2009
iQ Electronic Interiors Inc. June 2001 - August 2007
Rexnord December 1988 - January 1998
Skills
Financial Reporting, Accounting, Management, Budgets, Payroll, Customer Service, Account Reconciliation, Accounts Receivable, Finance, Financial Analysis, Microsoft Excel, Spanish, Accounts Payable, Microsoft Word, QuickBooks, Forecasting, General Ledger, Credit, PowerPoint, Banking, Corporate Finance, Leadership, Financial Modeling, Process Improvement, Microsoft Office, Negotiation, Account Management, Human Resources, Auditing, Managerial Finance, Analysis, Cash Flow, Invoicing, Event Management, Cost Accounting, Accruals, Management Accounting, Monthly Closing, Asset Management, Event Planning, Post Production, Video Production, ADP Payroll, Great Plains Software, Series 99
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master in Accounting and Finance, Accounting and Finance
Ave Maria University 1998 — 2001
BA, International Business, Distinction Cum Laude
University of Mobile 1998 — 2001
Arts, Management, Distinction Cum Laude
VectorGlobal Wealth Management Group August 2011 - Present
CPM, LLC June 2009 - May 2011
Gogogo Films / In&Out Productions August 2006 - May 2009
iQ Electronic Interiors Inc. June 2001 - August 2007
Rexnord December 1988 - January 1998
Skills
Financial Reporting, Accounting, Management, Budgets, Payroll, Customer Service, Account Reconciliation, Accounts Receivable, Finance, Financial Analysis, Microsoft Excel, Spanish, Accounts Payable, Microsoft Word, QuickBooks, Forecasting, General Ledger, Credit, PowerPoint, Banking, Corporate Finance, Leadership, Financial Modeling, Process Improvement, Microsoft Office, Negotiation, Account Management, Human Resources, Auditing, Managerial Finance, Analysis, Cash Flow, Invoicing, Event Management, Cost Accounting, Accruals, Management Accounting, Monthly Closing, Asset Management, Event Planning, Post Production, Video Production, ADP Payroll, Great Plains Software, Series 99
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master in Accounting and Finance, Accounting and Finance
Ave Maria University 1998 — 2001
BA, International Business, Distinction Cum Laude
University of Mobile 1998 — 2001
Arts, Management, Distinction Cum Laude
Philippe Chiroussot-Chambeaux Philippe Chiroussot-Chambeaux's VectorGlobal Wealth Management Group Experience August 2011 - August 2013
Job Managing Partner at Vanquish Wealth Management
Industry Investment Management
Experience
Vanquish Wealth Management May 2015 - Present
Vanquish Asset Management September 2013 - Present
VectorGlobal Wealth Management Group August 2011 - August 2013
Office Loft Management August 2006 - August 2011
261 Office Lofts August 2006 - August 2011
Urban Workout August 2008 - August 2010
Reims International August 2007 - August 2009
Bond's Cay August 2006 - August 2007
Chiroussot-Chambeaux Group August 1995 - August 2006
Skills
Series 7, Series 65, Portfolio Management, Investments, Fixed Income, Commercial Real Estate, Investment Banking, Bloomberg Terminal, Trading, Alternative Investments, Private Equity, Credit Analysis, Valuation, Bonds, Real Estate License, Bloomberg, Asset Management, Financial Markets, Project Management, Equities, Registered Architect in..., Mortgage Broker, Finance, Mutual Funds, Hedge Funds, Wealth Management, Capital Markets
Education
University of Miami 1992 — 1995
Bachelor of Architecture (B.Arch.), Architecture
University of Miami 1992 — 1995
Master of Architecture (M.Arch.), Architecture, Honors
University of Miami 1988 — 1992
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Vanquish Wealth Management May 2015 - Present
Vanquish Asset Management September 2013 - Present
VectorGlobal Wealth Management Group August 2011 - August 2013
Office Loft Management August 2006 - August 2011
261 Office Lofts August 2006 - August 2011
Urban Workout August 2008 - August 2010
Reims International August 2007 - August 2009
Bond's Cay August 2006 - August 2007
Chiroussot-Chambeaux Group August 1995 - August 2006
Skills
Series 7, Series 65, Portfolio Management, Investments, Fixed Income, Commercial Real Estate, Investment Banking, Bloomberg Terminal, Trading, Alternative Investments, Private Equity, Credit Analysis, Valuation, Bonds, Real Estate License, Bloomberg, Asset Management, Financial Markets, Project Management, Equities, Registered Architect in..., Mortgage Broker, Finance, Mutual Funds, Hedge Funds, Wealth Management, Capital Markets
Education
University of Miami 1992 — 1995
Bachelor of Architecture (B.Arch.), Architecture
University of Miami 1992 — 1995
Master of Architecture (M.Arch.), Architecture, Honors
University of Miami 1988 — 1992
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Jenifer Orozco Jenifer Orozco's VectorGlobal Wealth Management Group Experience Regional CoordinatorMitch Murch Maintenance MgmtDecember 2009 - January 2015
Job Compliance Specialist at VectorGlobal Wealth Management Group
Industry Investment Banking
Experience
VectorGlobal Wealth Management Group Regional CoordinatorMitch Murch Maintenance MgmtDecember 2009 - January 2015
Skills
Banking, Microsoft Office, Financial Analysis, Finance
Education
Politécnico Grancolombiano
Accounting
VectorGlobal Wealth Management Group Regional CoordinatorMitch Murch Maintenance MgmtDecember 2009 - January 2015
Skills
Banking, Microsoft Office, Financial Analysis, Finance
Education
Politécnico Grancolombiano
Accounting
Oscar Ochoa Humara's VectorGlobal Wealth Management Group Experience January 2014 - Present
Job Fixed Income Analyst en Vector Global WMG
Industry Financial Services
Experience
VectorGlobal Wealth Management Group January 2014 - Present
Draexlmaier Automotive of America January 2012 - January 2014
GE Capital May 2010 - December 2011
Vector Casa de Bolsa / Broker Dealer August 2007 - November 2009
Skills
Stock Exchange, Stock Market, Financial Markets, Economics, Economic Research, Bloomberg, Morningstar, Economía, Rentas fijas, Análisis, Comercio, Finanzas corporativas, Mercados financieros
Education
Universitat Autònoma de Barcelona 2009 — 2010
Master degree
Instituto Tecnológico y de Estudios Superiores de Monterrey 2002 — 2007
Bachelor
VectorGlobal Wealth Management Group January 2014 - Present
Draexlmaier Automotive of America January 2012 - January 2014
GE Capital May 2010 - December 2011
Vector Casa de Bolsa / Broker Dealer August 2007 - November 2009
Skills
Stock Exchange, Stock Market, Financial Markets, Economics, Economic Research, Bloomberg, Morningstar, Economía, Rentas fijas, Análisis, Comercio, Finanzas corporativas, Mercados financieros
Education
Universitat Autònoma de Barcelona 2009 — 2010
Master degree
Instituto Tecnológico y de Estudios Superiores de Monterrey 2002 — 2007
Bachelor
Gonzalo Costa Gonzalo Costa's VectorGlobal Wealth Management Group Experience June 2013 - June 2015
Job Founding Principal at Costa Capital Group
Industry Capital Markets
Experience
Costa Capital Group January 2012 - Present
VectorGlobal Wealth Management Group June 2013 - June 2015
DAP Direct Access Partners LLC September 2010 - May 2013
IGM Inversiones Global Markets September 2005 - September 2010
NEVASA Corredores de Bolsa December 2001 - October 2005
Global Gestion January 2000 - November 2001
Banchile Inversiones 1995 - 1999
Skills
Equities, Fixed Income, Wealth Management, Investments, Portfolio Management, Business Development, Asset Allocation, Hedge Funds, Trading, Finance, Venture Capital, Wealth Management..., Alternative Investments, Capital Markets, Financial Markets, Emerging Markets, Strategic Financial..., Bloomberg, Investment Banking, Asset Managment, Registered Investment..., Series 7, Equity Trading, Securities, Electronic Trading, Due Diligence, Investor Relations, Financial Analysis, ETFs, Derivatives, Options, Investment Sales, Equity, Asset Management
Education
University of California, Berkeley 1999 — 2000
International Business, Economics
Salomon Smith Barney Shearson, New York. 1997 — 1997
Certificated, Technical Market Analyst
Universidad Central (CL) 1990 — 1995
BA, Economics
SSCC Manquehue
SSCC Vina del Mar
Costa Capital Group January 2012 - Present
VectorGlobal Wealth Management Group June 2013 - June 2015
DAP Direct Access Partners LLC September 2010 - May 2013
IGM Inversiones Global Markets September 2005 - September 2010
NEVASA Corredores de Bolsa December 2001 - October 2005
Global Gestion January 2000 - November 2001
Banchile Inversiones 1995 - 1999
Skills
Equities, Fixed Income, Wealth Management, Investments, Portfolio Management, Business Development, Asset Allocation, Hedge Funds, Trading, Finance, Venture Capital, Wealth Management..., Alternative Investments, Capital Markets, Financial Markets, Emerging Markets, Strategic Financial..., Bloomberg, Investment Banking, Asset Managment, Registered Investment..., Series 7, Equity Trading, Securities, Electronic Trading, Due Diligence, Investor Relations, Financial Analysis, ETFs, Derivatives, Options, Investment Sales, Equity, Asset Management
Education
University of California, Berkeley 1999 — 2000
International Business, Economics
Salomon Smith Barney Shearson, New York. 1997 — 1997
Certificated, Technical Market Analyst
Universidad Central (CL) 1990 — 1995
BA, Economics
SSCC Manquehue
SSCC Vina del Mar
Alejandro Cusco Alejandro Cusco's VectorGlobal Wealth Management Group Experience December 2011 - April 2012
Job New Business Development
Industry Financial Services
Experience
Hult International Business School August 2013 - August 2014
Cuscó Consulting Group January 2013 - August 2014
Actualidad 1020 May 2012 - June 2013
VectorGlobal Wealth Management Group December 2011 - April 2012
Vector Global WMG December 2011 - April 2012
VFinance Investments November 2011 - December 2011
HBO Latin America Group November 2008 - August 2010
Chispa Restaurant and Bar December 2007 - October 2008
Advanced Hospitality November 2007 - June 2008
Allied Trucking of Florida June 2007 - August 2007
Skills
Management, Leadership, Spanish, Marketing, Strategy, Microsoft Excel, Marketing Strategy, Negotiation, Microsoft Office, Advertising, Analysis, Outlook, Investments, Business Strategy, Finance, Sales, Customer Service, Financial Analysis, Microsoft Word, English, Time Management, Financial Modeling, Word, Sales Support, Short Sales, Excel, Creative Problem Solving, Business Valuation, Sales Operations, Product Marketing
Education
Hult International Business School 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida International University 2007 — 2011
Bachelor, Business Administration; Marketing
June 2007Miami Killian Senior High School
High School Diploma, High School/Secondary Diplomas and Certificates
Belen Jesuit 2005 — 2007
Columbus High School
Hult International Business School August 2013 - August 2014
Cuscó Consulting Group January 2013 - August 2014
Actualidad 1020 May 2012 - June 2013
VectorGlobal Wealth Management Group December 2011 - April 2012
Vector Global WMG December 2011 - April 2012
VFinance Investments November 2011 - December 2011
HBO Latin America Group November 2008 - August 2010
Chispa Restaurant and Bar December 2007 - October 2008
Advanced Hospitality November 2007 - June 2008
Allied Trucking of Florida June 2007 - August 2007
Skills
Management, Leadership, Spanish, Marketing, Strategy, Microsoft Excel, Marketing Strategy, Negotiation, Microsoft Office, Advertising, Analysis, Outlook, Investments, Business Strategy, Finance, Sales, Customer Service, Financial Analysis, Microsoft Word, English, Time Management, Financial Modeling, Word, Sales Support, Short Sales, Excel, Creative Problem Solving, Business Valuation, Sales Operations, Product Marketing
Education
Hult International Business School 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Florida International University 2007 — 2011
Bachelor, Business Administration; Marketing
June 2007Miami Killian Senior High School
High School Diploma, High School/Secondary Diplomas and Certificates
Belen Jesuit 2005 — 2007
Columbus High School
David Anthony Ward's VectorGlobal Wealth Management Group Experience November 2010 - November 2011
Job LCAM at FirstService Residential
Industry Facilities Services
Experience
FirstService Residential Florida May 2015 - Present
FirstService Residential Florida November 2013 - Present
Mandarin Oriental Hotel Group December 2011 - October 2013
VectorGlobal Wealth Management Group November 2010 - November 2011
Beta Capital Management September 2008 - July 2010
Morgan Stanley Smith Barney August 2007 - July 2008
Bank of America November 2006 - May 2007
Fidelity Investments January 2004 - August 2004
John Hancock Funds December 2002 - January 2004
Skills
Financial Modeling, Customer Service, Luxury Brand Marketing, Spanish, Excel, Financial Analysis, Budgets, Corporate Finance, Finance, Fixed Income, Forecasting, Investments, Management, Microsoft Excel, Microsoft Office, Negotiation, Sales, Strategic Planning, Leadership
Education
Universidad Pública de Navarra 2005 — 2006
Masters
University of Maryland College Park 1998 — 2002
B.S.
FirstService Residential Florida May 2015 - Present
FirstService Residential Florida November 2013 - Present
Mandarin Oriental Hotel Group December 2011 - October 2013
VectorGlobal Wealth Management Group November 2010 - November 2011
Beta Capital Management September 2008 - July 2010
Morgan Stanley Smith Barney August 2007 - July 2008
Bank of America November 2006 - May 2007
Fidelity Investments January 2004 - August 2004
John Hancock Funds December 2002 - January 2004
Skills
Financial Modeling, Customer Service, Luxury Brand Marketing, Spanish, Excel, Financial Analysis, Budgets, Corporate Finance, Finance, Fixed Income, Forecasting, Investments, Management, Microsoft Excel, Microsoft Office, Negotiation, Sales, Strategic Planning, Leadership
Education
Universidad Pública de Navarra 2005 — 2006
Masters
University of Maryland College Park 1998 — 2002
B.S.
Jean Diaz's VectorGlobal Wealth Management Group Experience October 2007 - December 2009
Job FVP Global Fixed Income Trading at IDB Capital
Industry Financial Services
Experience
Israel Discount Bank - IDB Capital Corp December 2009 - Present
VectorGlobal Wealth Management Group October 2007 - December 2009
Guardian Life Insurance January 2006 - October 2007
Genworth Financial 2002 - 2006
GE 2002 - 2006
Cigna 1998 - 2001
Skills
Series 7, Series 63, Capital Markets, Fixed Income, Equities, Banking, Securities, Bloomberg, Financial Analysis, Investments, Portfolio Management, Investment Banking, Trading, Derivatives, Bonds
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1998
BA, Finance
University of Massachusetts, Amherst 1995 — 1998
BA, Finance
Israel Discount Bank - IDB Capital Corp December 2009 - Present
VectorGlobal Wealth Management Group October 2007 - December 2009
Guardian Life Insurance January 2006 - October 2007
Genworth Financial 2002 - 2006
GE 2002 - 2006
Cigna 1998 - 2001
Skills
Series 7, Series 63, Capital Markets, Fixed Income, Equities, Banking, Securities, Bloomberg, Financial Analysis, Investments, Portfolio Management, Investment Banking, Trading, Derivatives, Bonds
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1998
BA, Finance
University of Massachusetts, Amherst 1995 — 1998
BA, Finance
Jesus Artidiello's VectorGlobal Wealth Management Group Experience July 2013 - July 2014
Job Consultant at GoBright Smiles, Inc
Industry Health, Wellness and Fitness
Experience
GoBright Smiles, Inc October 2014 - Present
Mughal and Associates Corporate Recruitment July 2014 - September 2014
VectorGlobal Wealth Management Group July 2013 - July 2014
Interamerican Marketing Solutions July 2000 - June 2013
WRT World Enterprises June 1998 - June 2000
NSK-RHP American Distribution Center, Inc May 1996 - June 1998
Amstar Insurance Company / Federal Assist Company April 1994 - May 1996
Peoples Telephone Company May 1991 - April 1994
Colim, Inc August 1988 - May 1991
Miami International Forwarders/ Chamsy Transfer, Inc July 1983 - August 1988
Skills
General Ledger, Accounts Receivable, Financial Reporting, Budgets, Fixed Assets, Cash Flow, Microsoft Office, Project Accounting, Payroll, FRx, Revenue Recognition, Strategic Planning, Financial Statements, Microsoft Excel, Job Costing, Outlook, GAAP, P&L Analysis, Infor Cognos, Sun Systems, QuickBooks, Financial Analysis, Accounting, Finance, Internal Controls
Education
Campbell University, Lundy-Fetterman School of Business
Masters, Finance
Campbell University, Lundy-Fetterman School of Business 1990 — 1993
Bachelor's degree, Accounting
Miami Dade Community College
Associate of Science, Business Administration / Accounting
GoBright Smiles, Inc October 2014 - Present
Mughal and Associates Corporate Recruitment July 2014 - September 2014
VectorGlobal Wealth Management Group July 2013 - July 2014
Interamerican Marketing Solutions July 2000 - June 2013
WRT World Enterprises June 1998 - June 2000
NSK-RHP American Distribution Center, Inc May 1996 - June 1998
Amstar Insurance Company / Federal Assist Company April 1994 - May 1996
Peoples Telephone Company May 1991 - April 1994
Colim, Inc August 1988 - May 1991
Miami International Forwarders/ Chamsy Transfer, Inc July 1983 - August 1988
Skills
General Ledger, Accounts Receivable, Financial Reporting, Budgets, Fixed Assets, Cash Flow, Microsoft Office, Project Accounting, Payroll, FRx, Revenue Recognition, Strategic Planning, Financial Statements, Microsoft Excel, Job Costing, Outlook, GAAP, P&L Analysis, Infor Cognos, Sun Systems, QuickBooks, Financial Analysis, Accounting, Finance, Internal Controls
Education
Campbell University, Lundy-Fetterman School of Business
Masters, Finance
Campbell University, Lundy-Fetterman School of Business 1990 — 1993
Bachelor's degree, Accounting
Miami Dade Community College
Associate of Science, Business Administration / Accounting
eric urena's VectorGlobal Wealth Management Group Experience April 2009 - Present
Job Trader at vector global wealth management
Industry Financial Services
Experience
VectorGlobal Wealth Management Group April 2009 - Present
Stanford Group Company January 2005 - March 2009
Lehman Brothers October 1996 - January 2004
Skills
Series 7, Equities, Portfolio Management, series 3, series 4, Series 63, series 24, series 27, series 53, series 55, Registered Investment...
Education
University of Florida 1991 — 1993
Master of Business Administration (MBA)
University of Florida 1985 — 1990
Bachelor's degree, Material Science Enginerring
VectorGlobal Wealth Management Group April 2009 - Present
Stanford Group Company January 2005 - March 2009
Lehman Brothers October 1996 - January 2004
Skills
Series 7, Equities, Portfolio Management, series 3, series 4, Series 63, series 24, series 27, series 53, series 55, Registered Investment...
Education
University of Florida 1991 — 1993
Master of Business Administration (MBA)
University of Florida 1985 — 1990
Bachelor's degree, Material Science Enginerring
ADRIAN BARBOSA CARRIEDO's VectorGlobal Wealth Management Group Experience April 2010 - Present
Job SENIOR TRADERVECTORGLOBALWMG
Industry Capital Markets
Experience
VectorGlobal Wealth Management Group April 2010 - Present
VECTORGLOBAL 2010 - Present
Invex Miami May 2008 - June 2009
Nacional Financiera, SNC March 1994 - December 2007
Skills
Investments, Financial Markets, Capital Markets, Equities, Derivatives, Structured Products, Investment Banking, Portfolio Management, Bonds, Financial Analysis, Securities, FINRA
Education
Universidad Panamericana 1988 — 1993
LICENCIADO, ECONOMIA
Universidad Panamericana 1988 — 1993
Master of Business Administration (MBA), Finanzas, general
VectorGlobal Wealth Management Group April 2010 - Present
VECTORGLOBAL 2010 - Present
Invex Miami May 2008 - June 2009
Nacional Financiera, SNC March 1994 - December 2007
Skills
Investments, Financial Markets, Capital Markets, Equities, Derivatives, Structured Products, Investment Banking, Portfolio Management, Bonds, Financial Analysis, Securities, FINRA
Education
Universidad Panamericana 1988 — 1993
LICENCIADO, ECONOMIA
Universidad Panamericana 1988 — 1993
Master of Business Administration (MBA), Finanzas, general