Johan  S. Agredo, Cima®

Johan S. Agredo, Cima® Email and Phone Number

Miami, FL, US
Johan S. Agredo, Cima®'s Location
New York City Metropolitan Area, United States, United States
Johan S. Agredo, Cima®'s Contact Details

Johan S. Agredo, Cima® work email

Johan S. Agredo, Cima® personal email

n/a

Johan S. Agredo, Cima® phone numbers

About Johan S. Agredo, Cima®

Johan Agredo is a Financial Advisor focusing on the portfolio construction and asset allocation process for ultra-high net-worth and family office clients at The Patagonia Group at Morgan Stanley. Johan takes great pride in helping families, executives, and organizations to develop and implement comprehensive wealth management strategies, make financial decisions, and seek to manage risk. In his spare time, he is dedicated to helping transform the lives of children in developing countries by integrating education, sports, and mental health initiatives that seeks to equip youth with the tools to help overcome socioeconomic challenges and unlock their potential in a rapidly evolving world. Johan dedicates time to his athletic endeavors, actively competing in amateur boxing and cycling. He is a certified advanced nitrox scuba diver and enjoys exploring and learning from nature through his travels.

Johan S. Agredo, Cima®'s Current Company Details
ANGELES DE LA CALLE

Angeles De La Calle

View
Founder
Miami, FL, US
Employees:
3
Company phone:
(212)761-4000
Johan S. Agredo, Cima® Work Experience Details
  • Angeles De La Calle
    Founder
    Angeles De La Calle
    Miami, Fl, Us
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Nov 2019 - Present
    New York, Ny, Us
    "© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-patagonia-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html."Asset Allocation does not assure a profit or protect against loss in declining financial markets.NMLS#: 2221476
  • Morgan Stanley
    Private Wealth Advisor Associate
    Morgan Stanley Jun 2018 - Nov 2019
    New York, Ny, Us
  • Morgan Stanley
    Wealth Management Rotational Analyst
    Morgan Stanley Jul 2016 - Jun 2018
    New York, Ny, Us
  • Angeles De La Calle
    Founder
    Angeles De La Calle Sep 2022 - Present
    Empowering children in developing countries through education, sports, and mental health to surpass socioeconomic limitations and turn resources into opportunities.
  • Merrill Lynch
    Gwim Summer Analyst
    Merrill Lynch Jun 2015 - Aug 2015
    New York, Ny, Us
  • Seo (Sponsors For Educational Opportunity)
    Seo Career Fellow
    Seo (Sponsors For Educational Opportunity) Jun 2015 - Aug 2015
    New York, New York, Us
    Completed 100 hours of online and in-person training taught by Pillars of Wall Street and Fitch Learning: covering excel modeling, finance fundamentals and professional development skills relevant to Asset ManagementAnalyze financial statements and studied finance through online courses including Introduction to Financial Statements, Introduction to Portfolio Management, and Introduction to Securities Markets
  • Raymond James Financial, Inc.
    Private Wealth Management Intern
    Raymond James Financial, Inc. Jun 2014 - May 2015
    St. Petersburg, Florida, Us

Johan S. Agredo, Cima® Skills

Public Speaking Sales Time Management Finance Management Leadership Spanish Marketing Real Estate Event Planning Entrepreneurship Microsoft Word Series 7 Customer Service Microsoft Office

Johan S. Agredo, Cima® Education Details

  • Florida State University
    Florida State University
    Finance
  • Yale School Of Management
    Yale School Of Management
    Investment Management Theory & Practice

Frequently Asked Questions about Johan S. Agredo, Cima®

What company does Johan S. Agredo, Cima® work for?

Johan S. Agredo, Cima® works for Angeles De La Calle

What is Johan S. Agredo, Cima®'s role at the current company?

Johan S. Agredo, Cima®'s current role is Founder.

What is Johan S. Agredo, Cima®'s email address?

Johan S. Agredo, Cima®'s email address is jo****@****ley.com

What is Johan S. Agredo, Cima®'s direct phone number?

Johan S. Agredo, Cima®'s direct phone number is +178694*****

What schools did Johan S. Agredo, Cima® attend?

Johan S. Agredo, Cima® attended Florida State University, Yale School Of Management.

What skills is Johan S. Agredo, Cima® known for?

Johan S. Agredo, Cima® has skills like Public Speaking, Sales, Time Management, Finance, Management, Leadership, Spanish, Marketing, Real Estate, Event Planning, Entrepreneurship, Microsoft Word.

Who are Johan S. Agredo, Cima®'s colleagues?

Johan S. Agredo, Cima®'s colleagues are Joy Tiange Zhao, Ajay S, Colleen Clancy-Cucuzzo, Chandrakanth Amidala, Nick Perilli, Luke Ryan, Pushp Preet Kaur.

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