Javier Loreto

Javier Loreto Email and Phone Number

Chief Operating Officer and Business Development @ Scuadra Life
Miami, FL, US
Javier Loreto's Location
Miami, Florida, United States, United States
Javier Loreto's Contact Details

Javier Loreto phone numbers

About Javier Loreto

Javier Loreto is a Chief Operating Officer and Business Development at Scuadra Life. He possess expertise in portfolio management, fixed income, investments, asset management, trading and 10 more skills. He is proficient in Spanish and Italian.

Javier Loreto's Current Company Details
Scuadra Life

Scuadra Life

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Chief Operating Officer and Business Development
Miami, FL, US
Javier Loreto Work Experience Details
  • Scuadra Life
    Chief Operating Officer And Business Development
    Scuadra Life
    Miami, Fl, Us
  • Sankus Wealth Solutions
    Founder And Managing Member
    Sankus Wealth Solutions Jul 2021 - Present
    Miami, Florida, United States
  • Harbor Ithaka
    Fixed Income Portfolio Manager
    Harbor Ithaka Jan 2015 - Jan 2021
    New York, New York
    • Same Duties as NMA, Harbor Ithaka is a spin off of NMA. • Administer several fixed income portfolios for the asset management department • Create Trading Strategies that look to either benefit the performance of the portfolio or hedge against tail risks• Work together with the analysis department to prepare reports for the weekly investment meetings • Act as a fixed income trader for Institutional clients: Providing possible trading ideas Finding the best bond prices for our clients
  • New Market Analytics
    Fixed Income Portfolio Manager
    New Market Analytics Mar 2011 - Jan 2015
    Miami/Fort Lauderdale Area
    • Administer several fixed income portfolios for the asset management department • Create Trading Strategies that look to either benefit the performance of the portfolio or hedge against tail risks• Work together with the analysis department to prepare reports for the weekly investment meetings • Act as a fixed income trader for Institutional clients: Providing possible trading ideas Finding the best bond prices for our clients
  • Deutsche Bank
    Private Banking Associate
    Deutsche Bank Aug 2009 - Mar 2011
    Greater New York City Area
    • Supported bankers and product officers onboard new clients and ensured they follow the bank’s AML/KYC policies • Reviewed accounts documents (legal entity documents, IDs,) base on the company’s policies and governmental regulations• Prepared weekly reports for management to keep track of the team’s progress according to the division’s goals
  • Morgan Stanley Wealth Management
    Aml Analyst
    Morgan Stanley Wealth Management Oct 2007 - Aug 2009
    Greater New York City Area
    • Performed a high level of investigative research to ensure the legitimacy of any new accounts • Completed projects pertaining to client reviews, such as periodic reviews of client activity, reviews of high-risk clients, reviews of foreign financial institutions and reviews of senior foreign political figures

Javier Loreto Skills

Portfolio Management Fixed Income Investments Asset Management Trading Financial Analysis Analysis Bloomberg Valuation Hedge Funds Anti Money Laundering Equities Finance Financial Modeling Capital Markets

Javier Loreto Education Details

Frequently Asked Questions about Javier Loreto

What company does Javier Loreto work for?

Javier Loreto works for Scuadra Life

What is Javier Loreto's role at the current company?

Javier Loreto's current role is Chief Operating Officer and Business Development.

What is Javier Loreto's direct phone number?

Javier Loreto's direct phone number is +130575*****

What schools did Javier Loreto attend?

Javier Loreto attended New York University, The George Washington University - School Of Business.

What skills is Javier Loreto known for?

Javier Loreto has skills like Portfolio Management, Fixed Income, Investments, Asset Management, Trading, Financial Analysis, Analysis, Bloomberg, Valuation, Hedge Funds, Anti Money Laundering, Equities.

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