Don-Romário W. Email & Phone Number

Austin, TX, US

Austin, Texas, United States

• Conduct comprehensive analysis of intricate financial products, including Private Equity, Private Credit, Hedge Funds, Real Assets, Private Placement Insurance, and complex ETF products
• Prepare detailed due diligence reports, synthesizing quantitative and qualitative data to present to the Kestra Investment Product Committee monthly
• Assist financial professionals with consultations on complex investment products, providing insights and tailored recommendations
• Manage and cultivate relationships with various GPs and asset managers, ensuring seamless collaboration and communication
• Prepare volumetric and analysis reports in the form of pitchbooks or live presentations on behalf of the VP of Investment Product
• Develop and maintain all online complex product website information.

San Antonio, Texas, United States

• Responsible for raising and retaining assets in the Cross Channel San Diego & Orange County territory by providing financial consultation to advisors, in coordination with North American Client Group(NACG)
• Partnered with the Wealth Management Consultant to ensure strategic territory coverage
• Led and developed a strategy for advisors; established virtual meetings to grow the business; developed custom approaches based on advisor and investor goals, and preferences, and identified opportunities to retain and.
• Cultivated and acquired new business relationships within the territory.
• Exhibited a deep knowledge of investments and investment concepts (e.g. portfolio construction) while tailoring the discussion to the advisor using the appropriate tools and resources to build credibility and.

San Antonio, Texas, United States

Carmel, Indiana, United States

• Accelerated, 1 -year, program preparing a group of new associates for a transition into Internal Wealth Specialist roles through a series of rotational training.
• Attains SIE, Series 7, and Series 66 licenses.
• Engages in a series of presentation challenges that aim to craft and polish the skill set needed to be able to sell company products effectively.

Miami/Fort Lauderdale Area

As an N26 Campus Ambassador, I am currently boosting the awareness of N26 amongst the student population at FIU through outreach and referral programs. This opportunity allows me to share N26's values with students of the university and promote N26 as an alternative payment platform.

Miami

Structuring a semester long 15+ page research report handling the development and outlook on the Chinese economy using Bloomberg Terminal, Capital IQ, and Excel data Present to 140+ organization members on current events driving the markets while mentoring members how to follow the markets to make conclusions based on their research

Miami/Fort Lauderdale Area

Assisted in the fast-paced orientation process for up to 500+ students at a time in which interns share benefits of opening a Wells Fargo account, emphasize required account disclosures, and thoroughly explain new account materials to students and faculty through various on-campus events Performed consistent account follow-up including phone calls, emails.

Ottawa, Canada Area

• Led team’s efforts to meet monthly sale goals, open a minimum of 5 Rogers Credit Cards monthly andmake meaningful connections with clients
• Participated in promoting brand strategies, such as monthly promotions to raise client and capital
• Maximized sales by offering the device selections that were in line with the needs.

Killeen, Texas

Kingston, Jamaica

• Executed successful completion of transcripts and additional sensitive documentation such as SocialSecurity Number and Personal Identification to process papers proficiently
• Reorganized system of filing for important client documents such as TRN, bank account information andresidential addresses.
• Interacted with customers and prospective customers on a daily basis, ensuring that they had a fullunderstanding of their financial needs and the products that were on offer to assist them

Gatineau, Canada

Marketing agent

International Relations, International Relations And Affairs

Activities and Societies: Model UN

Bachelor Of Business Administration - Bba, International Business

Activities and Societies: Caribbean Student Association, Pheonician Investment Fund, Financial Management Association

Bachelor Of International Business, International Business

Activities and Societies: Water Polo

High School

Activities and Societies: Soccer, Track and Field, Basketball, Rugby, Flat Senior, Drama

High School

Activities and Societies: Aeronautics Club, Swimming, Water Polo