Javier Loreto Email and Phone Number
Javier Loreto phone numbers
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.
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Chief Operating Officer And Business DevelopmentScuadra LifeMiami, Fl, Us -
Founder And Managing MemberSankus Wealth Solutions Jul 2021 - PresentMiami, Florida, United States -
Fixed Income Portfolio ManagerHarbor Ithaka Jan 2015 - Jan 2021New 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 -
Fixed Income Portfolio ManagerNew Market Analytics Mar 2011 - Jan 2015Miami/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
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Private Banking AssociateDeutsche Bank Aug 2009 - Mar 2011Greater 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 -
Aml AnalystMorgan Stanley Wealth Management Oct 2007 - Aug 2009Greater 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
Javier Loreto Education Details
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Finance And Financial Management Services -
International Business
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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Javier Loreto
Buenos Aires -
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Javier Loreto
Peru -
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