Carlos Arencibia Email & Phone Number

United States

Miami, Florida, United States

•Assist the Portfolio Manager for affluent families by conducting comprehensive research and analysis of local and global market conditions to guide investment decisions and asset allocation strategies, while balancing financial objectives and risk consideration. Utilize a variety of analytical tools, including relative value analysis, macroeconomic analysis, and technical analysis, to inform investment strategies and execute trades for actively managed positions• Evaluate securities by scrutinizing financial statements, corporate filings, and earningsreports, focusing on key metrics such as PE, PEG, Annual ROE, EPS Growth, Debt EquitiesRatio, and Margin.• Identify trends and support/resistance levels on equity price charts, continuously reviewing andadjusting positions to manage risk effectively.• Develop innovative strategies to optimize cash flow from investment portfolios, incorporatinga diverse range of investment vehicles such as equities, bonds, funds, exchange-traded funds(ETFs), and real estate investment trusts (REITs).• Explore opportunities in alternative investments, including structured products, leveragedETFs, , and real estate (RELPs), contributing to portfolio diversification and performanceenhancement.• Conduct thorough due diligence on potential investments, ensuring optimal asset allocationbased on rigorous market research and analysis.• Collaborate on the development of tactical and strategic investment ideas, leveraging optionsupon stocks, to maximize returns and minimize risk

Caracas, Federal District, Venezuela

Founded and spearheaded the agricultural division, serving as board director and broker, andestablished it as a key component of the organization's portfolio, besides Broker for theVenezuela Agricultural Commodities (Bolsa de Productos e Insumos Agropecuarios deVenezuela 2006).• Successfully facilitated liquidity in agricultural commodities, facilitating trades withinstitutional investors, resulting in an annual trading volume of over $50MM USD.• Cultivated strategic relationships with stakeholders, developing and implementing financialstrategies that led to significant tax efficiencies.• Negotiated and finalized terms for commodity purchase/sale contracts and associatedtransactions, ensuring favorable outcomes for the organization.• Marketed a diverse range of investment vehicles across national and international markets,including Sovereign Bonds, Corporate Bonds, and Commercial Papers.• Collaborated with sales teams to penetrate new markets, establish new accounts, and deliverhigh-quality service and brokerage support to clients.• Proactively managed and nurtured existing relationships with banks, clients, and exchanges,ensuring strong partnerships and continued business growth.• Ensured regulatory compliance by coordinating with the compliance office to transfer allnecessary data to regulators, meeting regulatory requirements effectively and efficiently

Caracas, Federal District, Venezuela

Achieved 50% year-over-year increase in production growth, volume, and profitability ofcattle sales through effective management and optimization of resources.• Developed and executed commercial strategies to stimulate organic growth within the cattleprogram, resulting in increased market share and revenue.• Strategically allocated resources to meet financial and operational objectives, includingpurchase orders, revenue targets, contribution margins, and cost controls.• Directed and mentored the management team to streamline operations and enhance efficiency,resulting in 25% reduction in overhead expenses.• Led budget planning, sales forecasting, and the development of financial strategies to drivesustainable growth and profitability for the organization.

Caracas, Federal District, Venezuela

Masters Of Business Administration (Mba)

Bachelor Of Science In Agricultural Engineering (Bs)