Javier Loreto Email & Phone Number
area 305
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Who is Javier Loreto? Overview
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Javier Loreto is listed as Chief Operating Officer and Business Development at Scuadra Life, based in Miami, Florida, United States. AeroLeads shows phone signal with area code 305 and a matched LinkedIn profile for Javier Loreto.
Javier Loreto previously worked as Founder and Managing Member at Sankus Wealth Solutions and Fixed Income Portfolio Manager at Harbor Ithaka. Javier Loreto holds Master Of Business Administration (M.B.A.), Finance And Financial Management Services from New York University.
Email format at Scuadra Life
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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.
Listed skills include Portfolio Management, Fixed Income, Investments, Asset Management, and 11 others.
Javier Loreto's current company
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Javier Loreto work experience
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Founder And Managing Member
Current
Fixed Income Portfolio Manager
- 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
Fixed Income Portfolio Manager
- 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
Private Banking Associate
- 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
Aml Analyst
- 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 education
Master Of Business Administration (M.B.A.), Finance And Financial Management Services
Bachelor Of Business Administration (B.B.A.), International Business
Frequently asked questions about Javier Loreto
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What company does Javier Loreto work for?
Javier Loreto works for Scuadra Life.
What is Javier Loreto's role at Scuadra Life?
Javier Loreto is listed as Chief Operating Officer and Business Development at Scuadra Life.
What is Javier Loreto's phone number?
AeroLeads has found 2 phone signal(s) with area code 305 for Javier Loreto at Scuadra Life.
Where is Javier Loreto based?
Javier Loreto is based in Miami, Florida, United States while working with Scuadra Life.
What companies has Javier Loreto worked for?
Javier Loreto has worked for Scuadra Life, Sankus Wealth Solutions, Harbor Ithaka, New Market Analytics, and Deutsche Bank.
How can I contact Javier Loreto?
You can use AeroLeads to view verified contact signals for Javier Loreto at Scuadra Life, including work email, phone, and LinkedIn data when available.
What schools did Javier Loreto attend?
Javier Loreto holds Master Of Business Administration (M.B.A.), Finance And Financial Management Services from New York University.
What skills is Javier Loreto known for?
Javier Loreto is listed with skills including Portfolio Management, Fixed Income, Investments, Asset Management, Trading, Financial Analysis, Analysis, and Bloomberg.
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