Adrian Castro Email and Phone Number
Adrian Castro work email
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Adrian Castro personal email
Adrian Castro is a Vice President, M&A Investment Banking at RBC Capital Markets. They possess expertise in teamwork, leadership, strategy, microsoft excel, finance and 20 more skills. Colleagues describe them as "Adrian Castro is the kind of guy you want around in case anything ever goes wrong. He’s mindful, empathetic, spectacularly effective and driven. When I first met Adrian at Infinity, I was one of few newcomers to the office. Within the first couple of hours, Adrian not only made me feel at home, but he showed me the ropes and integrated me into the office’s rhythm. He’s quick on his feet, and never shies away from a challenge. Apart from his work in compliance, Adrian shines when he’s able to get his hands on new projects. He’s drafted partnership proposals and conducted recruitment among top-tier UC Berkeley students. Simply put, Adrian has added value in all fields he’s been in.", "I had the pleasure working under Adrian in the Berkeley Student Food Collective. Adrian has solid strategic partnership development and business development skills. He was able to form a vendor agreement between the Food Collective and UCSF – UC Berkeley, which created a lot of opportunities to build additional revenue streams. Adrian is a strategic thinker that can organize team members to create enormous impact. A true team player, Adrian thrives to deliver high quality business results in cross-functional environments and projects. He has a pleasant cool, calm and collected personality that improves the atmosphere in any team environment. I'd highly recommend Adrian for any business development and strategic development role.", and "I've had the pleasure of working with Adrian for close to a year. He has the rare combination of intellect, charisma, and responsibility that enable him to be an effective leader. He often spearheads projects for the Principal of Infinity Financial and makes a noticeable impact. Adrian also creates a friendly and welcoming atmosphere which boosts the team's morale. He is always willing to help others and contribute to the team."
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Rbc Capital MarketsUnited States -
Investment Banking Vice PresidentRbc Capital Markets Apr 2022 - PresentToronto, Ontario, CaMergers & Acquisitions
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Tmt Investment BankingHsbc Sep 2021 - Mar 2022London, Gb -
Debt Private PlacementsHsbc Aug 2018 - Sep 2021London, Gb
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Investment Banking Analyst (Abs)Smbc Nikko Securities America, Inc. Aug 2017 - Jul 2018New York, Ny, Us -
Credit Analyst - Asset-Backed Securities Cash Flow ModelingS&P Global Ratings Oct 2016 - Aug 2017New York, Ny, Us -
Credit Analyst - Consumer Products GroupS&P Global Ratings Aug 2015 - Oct 2016New York, Ny, Us
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Teacher AssistantBerkeley Business Academy For Youth (B-Bay) Jun 2015 - Jul 2015University of California, Berkeley-Haas School of Business and the Berkeley-Haas Institute for Business & Social Impact sponsor the Berkeley Business Academy for Youth (BBAY) summer academies for middle and high school students. I have had many mentors in the past and have a passion for developing others. I decided to pay it forward by joining the BBAY team for Summer 2015.• Implemented and taught 12-subject business curriculum to 89 students to prepare students for startup venture pitch• Coordinated lectures, assignments, workshops, and pitch showcase with team of 14 students
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AssociateInfinity Financial Services Aug 2014 - May 2015Oakland, Ca, UsInfinity Financial Services is a national independent FINRA broker/dealer and registered investment advisor based in Oakland, California, with satellite offices in Louisiana, Colorado, and Florida. Our firm offers investment advisory, brokerage, insurance, and an array of financial planning and risk management services. Infinity gives individual investors and businesses a more accessible, affordable, and personalized alternative to the wealth management services offered by larger firms. Clients gain control of their financial lives through meaningful planning advice, advanced online tools and individualized service.• Coordinated workflow among the Principals, 25 financial advisors, and the Royal Bank of Canada to improve operations• Managed 50+ brokerage accounts per week on behalf of financial advisors to support transfers and regulatory compliance• Increased number of brokerage accounts processed per day by 35% and number of documents tracked in record system by 45%• Audited accounts and document record system to ensure completion of asset transfers and fulfillment of compliance procedures • Promoted to Business Development role and obtained sponsorship for Series 7 and Series 66 FINRA-administered exams -
ConsultantVenture Strategy Solutions Sep 2013 - Dec 2014Berkeley, California, UsVenture Strategy Solutions (VSS) is a student-run strategy consulting group that serves technology start-ups and growth-phase companies in the Bay Area. • Collaborated with team of five for infrastructure enterprise solutions client with $12.6 million in venture funding• Analyzed client’s industry and target market to develop university-space market penetration and integration strategies• Presented deliverables to executive team, resulting in the implementation of recommended solutions -
Financial Crimes Risk Management InternWells Fargo Jun 2014 - Aug 2014San Francisco, California, UsFinancial Crimes Risk Management (FCRM) is a division of Wells Fargo Corporate Risk. FCRM includes Bank Secrecy Act (BSA), Anti-Money Laundering (AML), External and Internal (employee) Fraud, Global Sanctions, Global Anti-Corruption, and Customer Due Diligence investigations. FCRM investigates, analyzes, and reports governance and oversight of financial crimes for all lines of business, subsidiaries, and affiliates globally.• Mitigated enterprise financial crime risk inherent to technology, line of business products and services, and regulatory and internal policy compliance • Analyzed customer and line of business data to investigate potential financial crime risk and remediation strategies• Reported risk trends in lines of business, products and services, and customer populations• Provided documentation for team member onboarding and for compliance best practices -
Business Development InternLocket Oct 2013 - Jan 2014Locket is an Android app that brings tailored, stunning content to your lock screen. This content is based on your interest, swiping habits, and time of day. Lockets keeps you informed and inspired.• Formulated marketing and public relations strategies to increase downloads, to integrate SDK, and to attract clients• Arranged for CEO to speak at Berkeley Entrepreneurship Week and Techweek’s Los Angeles LAUNCH Competition • Conducted case study to research social features, reward systems, and monetization strategies• Estimated downloads, daily active users, opt-in rates, and impressions for 6 SDK integration scenarios -
Finance OfficerBerkeley Student Food Collective Jun 2012 - Jan 2014Berkeley, California, UsThe Berkeley Student Food Collective (BSFC) is a 501(c)(3) grocery market dedicated to providing fresh, local, healthy, environmentally sustainable, and ethically produced food at affordable prices to the Berkeley community. It seeks to educate students about nutrition and food systems, and to train youth to work in and manage sustainable businesses. BSFC operates as a cooperative and promotes community-building and environmental stewardship.• Coordinating seven members to increase business efficiency, reducing operating costs by 8% every month• Analyze sales, cost of revenue, and operating expenditures from 20 spreadsheets of financial data• Enhance the Collective’s financial transparency by distributing weekly and annual reports• Forecasted and analyzed cashier compensation plans for financial sustainability • Expanded potential customer base to 27,000 University of California employees -
Program AssistantCenter For Effective Global Action Sep 2013 - Dec 2013University of California research center for global development• Supported research programs to increase program efficiency and attract international scholars • Analyzed program survey data, 17 program evaluations, and 5 progress reports to improve visiting scholar research experience• Redesigned WordPress website and developed content, creating unity among 8 research programs • Condensed graduate research proposals and projects to improve social science research transparency
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Administrative AssistantThe Labor Occupational Health Program Sep 2012 - May 2013Berkeley, Ca, UsThe Labor Occupational Health Program (LOHP) is a community service program of the Center for Occupational and Environmental Health at the University of California, Berkeley. We work with unions, labor/management groups, community organizations, worker centers, small businesses, schools, academia, government agencies, and the general public. LOHP is committed to serving the needs of workers and communities most at risk – including low-wage workers, immigrant workers, youth, workers with disabilities, and communities of color – in California, nationally, and internationally. We seek to reduce occupational injury, illness and death by protecting the health and safety of workers worldwide. • Manage and organize a database of 3,836 contacts using Salsa, an online communication and networking platform • Facilitate the exchange of safety education and training records between LOHP and UCLA’s Labor Occupational Safety & Health program using Dropbox• Process office requisitions with BearBuy, UC Berkeley and UC San Francisco’s online procurement system for academic and administrative supplies
Adrian Castro Skills
Adrian Castro Education Details
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University Of California, BerkeleyBusiness Administration -
The University Of Hong KongExchange Program Spring 2014
Frequently Asked Questions about Adrian Castro
What company does Adrian Castro work for?
Adrian Castro works for Rbc Capital Markets
What is Adrian Castro's role at the current company?
Adrian Castro's current role is Vice President, M&A Investment Banking.
What is Adrian Castro's email address?
Adrian Castro's email address is ad****@****sbc.com
What schools did Adrian Castro attend?
Adrian Castro attended University Of California, Berkeley, The University Of Hong Kong.
What are some of Adrian Castro's interests?
Adrian Castro has interest in Fitness Training, Cooking, Kickboxing, Cal Boxing Team, Nutrition, Hiking, Jujitsu, Food Justice, Fruit And Vegetable Gardening.
What skills is Adrian Castro known for?
Adrian Castro has skills like Teamwork, Leadership, Strategy, Microsoft Excel, Finance, Economics, Management, Business Development, Presentation Development, Managerial Finance, Powerpoint, Leading Discussions.
Who are Adrian Castro's colleagues?
Adrian Castro's colleagues are Joanne O'hea (She/her), John Kippers, Melinda M., Leah Mei Guttentag, Arturo Bignardi, Michael D., Frank N..
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