- Provided institutional service and advice to ultra high net worth clients - Assisted in investment recommendations and realized trade order execution on PE, HF, and managed...more portfolios - Developed portfolio performance reviews, and asset class analyses - Maintained and monitored discretionary portfolios - Applied Monte Carlo simulations to generate multi-period wealth projections
- Co-led the Cloud Computing market potential project at the Human Capital Lab IMCO. - Researched Cloud Computing potential in Mexico, projected social and monetary gains...more from macro/ micro perspectives and challenges that Mexican economy and government faces with implementation, along with public policy proposals to mitigate challenges
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