Dario Cordon Servetto Email & Phone Number

As the Chief Investment Officer, I am responsible for developing and executing the family office's investment strategy, comprehensively managing family assets and ensuring their appreciation and steady growth. My main responsibilities include: Designing and implementing long-term and short-term investment strategies to achieve sustainable capital appreciation in accordance with the family's financial goals and risk tolerance. Designing and implementing long-term and short-term investment strategies to achieve sustainable capital appreciation in accordance with the family's financial goals and risk tolerance. Identifying and evaluating investment risks, developing risk control measures, and ensuring the robustness and compliance of investment decisions. Leading and managing the investment team, providing guidance and support, and promoting professional development and collaboration among team members.

501 S Arroyo Pkwy, Pasadena, Ca 91105, Usa

During my time as a Fund Management Specialist at Luminis Health, I was responsible for managing and optimizing the organization's cash flow and funding operations, ensuring the effective use of financial resources and risk control. My main responsibilities include: analyzing cash flow, developing and implementing funding management strategies to improve the efficiency of fund use and ensure sufficient operating funds. Monitor and forecast cash flow, develop cash flow reports, and identify and resolve potential liquidity risks in a timely manner. Work with budget preparation to reasonably allocate financial resources to ensure that the funding needs of each department are met and consistent with strategic goals. Identify financial risks and develop appropriate control measures to ensure the security and compliance of funding operations.

501 S Arroyo Pkwy, Pasadena, Ca 91105, Usa

As a Financial Analyst at Luminis Health, I am responsible for financial analysis, budget planning, and financial reporting to support financial decision-making and strategic planning for hospitals and healthcare organizations. My main responsibilities include: preparing and analyzing financial statements, evaluating financial performance, and providing decision support to management to ensure the accuracy and timeliness of information. Participate in annual budget preparation and financial forecasting, track budget execution, identify deviations and provide improvement suggestions to optimize resource allocation. Work closely with various departments to collect data and information, ensure the accuracy and relevance of financial analysis, and report the analysis results to management and team members.

While working as a financial analyst at Goldman Sachs, I was responsible for in-depth analysis of financial markets, corporate financials, and investment opportunities. My main responsibilities included using quantitative analysis tools to conduct comprehensive analysis of market trends and financial data, identify potential investment opportunities, and assess risk and return. I built and maintained complex financial models to support corporate investment decisions and predict future financial performance, wrote detailed analysis reports, and provided strategic advice to management and clients, ensuring that information was clear and understandable to guide decision-making.