Alan Salgado Email & Phone Number

Texas, United States

Texas, United States

New York, Ny, Us

Associate | Specialized Industries | Healthcare Services & Life Sciences | Credit Underwriting and Portfolio Management Underwrites and structures Venture Debt, Direct Lending, and Syndicated transactions supporting LBOs, recapitalizations, M&A and working capital in the Middle Market & Mid Corporate space.

New York, Ny, Us

The Middle Market Banking & Specialized Industries(MMBSI) group at J.P. Morgan focuses on companies with annual revenue of $20 million to $500 million, as well as municipalities, and not-for-profit entities requiring both traditional banking services (lending and cash management), as well as investment banking products (including debt and equity capital markets, risk management derivatives, and corporate finance advisory).

New York, Ny, Us

The Middle Market Banking & Specialized Industries(MMBSI) group at J.P. Morgan focuses on companies with annual revenue of $20 million to $500 million, as well as municipalities, and not-for-profit entities requiring both traditional banking services (lending and cash management), as well as investment banking products (including debt and equity capital markets, risk management derivatives, and corporate finance advisory).

Charlotte, Nc, Us

• Performed thorough training on structure, policies, and regulations of Financial Markets.• Learnt compliance policies to responsibly manage and develop retail investor portfolios/financial plans.

Dallas, Tx, Us

• 1 of 36 students selected (out of 200+ applications) to manage SMU’s 4.5 million USD Endowment fund.• Performed extensive market research on sector analysis and macroeconomic trends on Real Estate sector.

New York, Ny, Us

• Coordinated efforts with other divisions’ interns to build a fictitious company’s financial statements, develop a medium-risk level stock portfolio (from the S&P 500) and create an ESG project proposal• Sharpened time management skills through professional courses and daily tight deadlines• Gained a thorough understanding of the bank’s culture, LOBs, FA role and current/future market trends • Developed optimal portfolios for clients of different risk profiles through technical/fundamental analysis

Dallas, Texas, Us

• Assisted financial analysts in the development and structure of financial models for REITS• Performed daily maintenance of over 1,000 client accounts on salesforce database• Coordinated a mass marketing campaign of over 500 weekly emails to acquire prospective clients

Ciudad De México, Ciudad De México, Mx

• Collaborated and worked under close supervision of the CFO and Sub-director of the Finance Department• Developed a Cost Reduction project for Soda annual expenditure in which savings reached $110,000 USD • Presented to the board an executive review of the project, the conclusions, and further steps to execute it

Dallas, Tx, Us

• Analyzed, updated, and processed data from a 30 million new acquisition of 500 loans from BofA • Assisted Managing Director and other executives with daily tasks/current projects from loans including mortgages, car, bank, and student loans

Plano, Texas, Us

• Managed Spectrum clients’ confidential billing information and called clients with pending payments

Bachelor Of Arts - Ba, Economics

Education record