Marcos Saade, Mba
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Marcos Saade, Mba Email & Phone Number

Portfolio Analyst at Banc of California
Location: San Diego, California, United States 8 work roles 2 schools
1 work email found @lmcapital.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@lmcapital.com
LinkedIn Profile matched
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Current company
Role
Portfolio Analyst
Location
San Diego, California, United States
Company size

Who is Marcos Saade, Mba? Overview

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Quick answer

Marcos Saade, Mba is listed as Portfolio Analyst at Banc of California, a company with 21 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at lmcapital.com and a matched LinkedIn profile for Marcos Saade, Mba.

Marcos Saade, Mba previously worked as Operations Analyst at Lm Capital Group, Llc. and Research Associate at Lm Capital Group, Llc.. Marcos Saade, Mba holds Master Of Business Administration - Mba, Finance from University Of San Diego - Knauss School Of Business.

Company email context

Email format at Banc of California

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*@lmcapital.com
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AeroLeads found 1 current-domain work email signal for Marcos Saade, Mba. Compare company email patterns before reaching out.

Profile bio

About Marcos Saade, Mba

As a research associate at LM Capital Group, I support the investment team with data analysis, market research, and financial modeling, using VBA Excel and other analytical tools. I have 4+ years of experience in the financial industry, including a previous role as a marketing and research associate at the same firm, and an internship at Avaulte, a startup company. I am also pursuing an MBA degree at the University of San Diego, where I graduated with a BBA in finance and business economics in 2021. I am passionate about learning new skills and expanding my network. My core competencies include data analysis, communication, teamwork, and problem-solving.

Listed skills include Leadership, Stock Management, Economics, Financial Planning, and 18 others.

Current workplace

Marcos Saade, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

Banc of California
Banc Of California
Portfolio Analyst
San Diego, CA, US
Website
Employees
21
AeroLeads page
8 roles

Marcos Saade, Mba work experience

A career timeline built from the work history available for this profile.

Research Associate

San Diego County, California, United States

. Completed monthly and quarterly client-specific reports using performance and characteristics data. Contributed ideas for portfolio enhancement in research management meetings. Gained exposure to investing research and portfolio management through training with portfolio managers. Worked closely with client services to deliver special data requests..

Jul 2022 - Oct 2024

Marketing And Research Associate

San Diego, California, United States

. Updated company databases with characteristics, assets, and performance data. Navigated Bloomberg terminal to retrieve data and benchmark information. Developed proficiency in excel through daily tasks and spreadsheet creations. Created spreadsheets and reports to assist portfolio managers in investment decisions. Enhanced business development team.

Apr 2021 - Jul 2022

Finance Intern

San Diego, California, United States

. Learned about a company’s financial growth through fundraising and budget development. Networked with business professionals and fellow interns. Applied financial analysis to budgeting and creating spreadsheets. Developed team building and communication skills through research projects

Jun 2020 - Apr 2021

Barista

San Diego

  • Collaborated with a team to prepare drinks and food for customers in a high pressure workspace
  • Participated in the culture of connectivity by promoting an inclusive environment for customers
Apr 2018 - Jun 2020

Enforcer

University Of San Diego Parking Services

San Diego

  • Enforced the rules for parking services citing or giving warnings to those who violated the rules
  • Communicated with other parking enforcers at the parking office through the radio
Sep 2017 - Apr 2018

Employee

San Diego

  • Prepared sandwiches and handled cash and credit transactions for the customers
  • Engaged with the Chula Vista community to support charitable causes
Mar 2016 - Jun 2017
Team & coworkers

Colleagues at Banc of California

Other employees you can reach at lmcapital.com. View company contacts for 21 employees →

2 education records

Marcos Saade, Mba education

Bba In Finance And Bba In Business Economics, Finance And Business Economics

Activities and Societies: SIBC, President of Toreros for Israel Club, Student Finance Association and International Business club.

FAQ

Frequently asked questions about Marcos Saade, Mba

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

What company does Marcos Saade, Mba work for?

Marcos Saade, Mba works for Banc of California.

What is Marcos Saade, Mba's role at Banc of California?

Marcos Saade, Mba is listed as Portfolio Analyst at Banc of California.

What is Marcos Saade, Mba's email address?

AeroLeads has found 1 work email signal at @lmcapital.com for Marcos Saade, Mba at Banc of California.

Where is Marcos Saade, Mba based?

Marcos Saade, Mba is based in San Diego, California, United States while working with Banc of California.

What companies has Marcos Saade, Mba worked for?

Marcos Saade, Mba has worked for Banc Of California, Lm Capital Group, Llc., Avaulte, Starbucks, and University Of San Diego Parking Services.

Who are Marcos Saade, Mba's colleagues at Banc of California?

Marcos Saade, Mba's colleagues at Banc of California include Deborah Watkins, Mario Modiano, Brenda Alfaro, Carlos Osuna, and Jeff Frankel.

How can I contact Marcos Saade, Mba?

You can use AeroLeads to view verified contact signals for Marcos Saade, Mba at Banc of California, including work email, phone, and LinkedIn data when available.

What schools did Marcos Saade, Mba attend?

Marcos Saade, Mba holds Master Of Business Administration - Mba, Finance from University Of San Diego - Knauss School Of Business.

What skills is Marcos Saade, Mba known for?

Marcos Saade, Mba is listed with skills including Leadership, Stock Management, Economics, Financial Planning, Microsoft Powerpoint, Data Analysis, Communication, and Finance.

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