Joaquin Penelas
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Joaquin Penelas Email & Phone Number

Helping hardworking professionals achieve their financial goals at Florida Financial Advisors
Location: Miami, Florida, United States 9 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Helping hardworking professionals achieve their financial goals
Location
Miami, Florida, United States
Company size

Who is Joaquin Penelas? Overview

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Joaquin Penelas is listed as Helping hardworking professionals achieve their financial goals at Florida Financial Advisors, a with 93 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Joaquin Penelas.

Joaquin Penelas previously worked as Associate Manager at Florida Financial Advisors and Junior Financial Consultant at Florida Financial Advisors. Joaquin Penelas holds Bachelor Of Arts - Ba, Economics, Philosophy, Finance from Boston College.

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Email format at Florida Financial Advisors

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Florida Financial Advisors

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Profile bio

About Joaquin Penelas

Florida Financial Advisors is dedicated to helping you reach your financial goals through financial planning, wealth management, tax strategies, insurance strategies, and business owner services. Our financial advisors can assist you with 401(k) strategies, retirement planning, employee benefits optimization, education planning, and estate planning. Whether you're planning for retirement, managing assets, planning for your children’s education, or saving for your first home, our Miami financial advisors will help. With Florida Financial Advisors, you work with one of the best wealth management firms in Florida.

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Florida Financial Advisors
Florida Financial Advisors
Helping hardworking professionals achieve their financial goals
tampa, florida, united states
Website
Employees
93
AeroLeads page
9 roles

Joaquin Penelas work experience

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Associate

Boston, Massachusetts, United States

The SSC Venture Studio is a student-led venture fund that is focused on growing and fostering the Boston College entrepreneurship ecosystem. Key Responsibilities: - Deploy startup capital with the Venture Partners to students and alumni in the Boston College entrepreneurship ecosystem- Maintain and manage relationships with startups and founders on campus, general partners, portfolio companies, and professors. - Plan and lead weekly meetings with a group of 30 analysts. Meetings include but are not limited to VC education, sourcing, presenting investment memos, hosting workshops for startups, and bringing in speakers to discuss more about the industry and nuanced topics regarding Venture Capital. - Manage Senior Analyst, newsletter, Marketing, Research, and Outreach teams.

Dec 2022 - May 2024

Senior Analyst

- Lead a group of five analysts in sourcing and due diligence processes for BC startups- Write investment memos to be presented to the studio and General Partners about potential high-growth startups- Attend weekly studio meetings where we discuss companies we have sourced, have guest speakers, discuss industry sectors, and have education sessions- Built an in-depth report on ESG as a sector for Q3/Q4 2022 and presented it to the studio

May 2022 - Dec 2022

Analyst

- Source potential investment opportunities for Boston College’s first student-led VC fund alongside SSC Venture Partners- Develop a business plan for a potential startup company to gain an understanding of how to operationally support portfolio companies- Learn the ins and outs of the VC industry, valuations, and seed funding through lectures, projects, and outreach campaigns

Oct 2021 - May 2022

Product Management Business Analyst

Westford, Massachusetts, United States

Product Management Business Analyst for OEM Access Control and Security Products team in the Johnson Controls Future Leaders Internship Program which is rated as one of the top 100 internship programs in North America. Johnson Controls is a Fortune 500, multinational building equipment provider, focusing on HVAC, security, and fire safety products. Key Responsibilities:- Memorize, manage, and learn specs on 500+ products from our multiple OEM partners. - Created presentations for new product launches which were used in website publications and webinars that were watched across the globe. - Weekly leadership and management training sessions with C-suite executives- Built internal product guides that facilitated product sales and informed sales teams of specs, use cases, and conditions required by installers.- Collaborated with marketing teams to produce product comparison matrices that aligned features with market demand and shaped product strategy.

May 2023 - Sep 2023

Associate

Singapore, Singapore

Global Mortage Group is the world's leading international real estate specialist/mortgage super-broker. Through its network of global lenders and banks, clients, which for the most part are wealthy foreign nationals and ex-pats from around the world, can find reliable financing at competitive rates for their additional properties and investments.Key Responsibilities: - Researched global trends related to geopolitics, markets, real estate, interest rates, taxes, and currency to provide up-to-date information for our newsletter and partners.- Wrote content for the company website, newsletter, and LinkedIn following while increasing engagement and discussion among followers. Articles pertained to popular U.S. cities for real estate, new B2C loan services that were being offered, and financial strategies for real estate investors. - Build customer acquisition and revenue growth projections through year-end 2023.

Jun 2022 - Aug 2022

Online Marketing And Retail

Austin, Texas, United States

Jun 2019 - Aug 2019
Team & coworkers

Colleagues at Florida Financial Advisors

Other employees you can reach at floridafa.com. View company contacts for 93 employees →

2 education records

Joaquin Penelas education

Bachelor Of Arts - Ba, Economics, Philosophy, Finance

Activities and Societies: Start at Shea Entrepreneurship Club, Boston College Economics Association, Boston College Pickleball Athletic.

High School Diploma, High School/Secondary Diplomas And Certificates

Activities and Societies: Eagle Scout through Boy Scouts of America, Varsity Rower at Texas Rowing Center

FAQ

Frequently asked questions about Joaquin Penelas

Quick answers generated from the profile data available on this page.

What company does Joaquin Penelas work for?

Joaquin Penelas works for Florida Financial Advisors.

What is Joaquin Penelas's role at Florida Financial Advisors?

Joaquin Penelas is listed as Helping hardworking professionals achieve their financial goals at Florida Financial Advisors.

Where is Joaquin Penelas based?

Joaquin Penelas is based in Miami, Florida, United States while working with Florida Financial Advisors.

What companies has Joaquin Penelas worked for?

Joaquin Penelas has worked for Florida Financial Advisors, Ssc Venture Partners, Johnson Controls, Global Mortgage Group, and Texas Rowing Center, Inc..

Who are Joaquin Penelas's colleagues at Florida Financial Advisors?

Joaquin Penelas's colleagues at Florida Financial Advisors include Dakota Colonese, Colton Green, Ethan Graybeal, Papa Dioum, and Allison Garland.

How can I contact Joaquin Penelas?

You can use AeroLeads to view verified contact signals for Joaquin Penelas at Florida Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Joaquin Penelas attend?

Joaquin Penelas holds Bachelor Of Arts - Ba, Economics, Philosophy, Finance from Boston College.

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