Luis E. Rodriguez Sein Email & Phone Number

Guaynabo, Puerto Rico

• Assist in the onboarding (due diligence) of new investors including but not limited to conducting the background verification process and delivery and review of required documentation.• Prepare investors communications- Communicating effectively with investors regarding their investments such as funds updates, distribution certificates, among others. Creating reports on investment activities and performance. Communication with investors and prospects as needed.• Managing day-to-day… Show more • Assist in the onboarding (due diligence) of new investors including but not limited to conducting the background verification process and delivery and review of required documentation.• Prepare investors communications- Communicating effectively with investors regarding their investments such as funds updates, distribution certificates, among others. Creating reports on investment activities and performance. Communication with investors and prospects as needed.• Managing day-to-day operations of the Funds, including cash flow. Involves preparing certain reconciliations with the Finance Department. Show less

Guaynabo, Puerto Rico

Perform monthly Operating Expenses Analysis.Maintain communication with Private Debt Fund investors.Assist the team in building monthly and quarterly reporting packages to distribute to Fund investors.

Humacao, Puerto Rico

Operate bridge trucks and light vehicles and act as deckhands on bridge erection boats.Assemble and maintain military fixed and float bridges.Preparate bridge sites, which include rafts, bridge operations, installation of the system, and other wire materials.Participate in periodic technical and behavioral training to stay updated in the field.

Ceiba, Puerto Rico

Prepare and create daily reports regarding the staffing of personnel.Oversees operation reports and planning documents to make sure they are accurate and turned in on time.In charge of operational planning and training of the new team members.

San Juan, Puerto Rico

Assist the Accountant in audits performed, data entry, and all that is needed.Create and organize groups in Microsoft Teams.Perform analyses of accounts, making sure they are accurate and meet with the deadline to turn them in.

San Juan, Puerto Rico

Filed different forms of Federal and Puerto Rico income tax returns.Advised clients about how they could improve their income tax return so they can benefit for the next year.Provided support in multiple tasks focused on sales and marketing strategies.Completed a 120-hour income tax course on client service, and Puerto Rico and federal income tax returns.