Julio Andrés Díaz Morell Email & Phone Number

Orocovis, Pr

Design and implement a permaculture homestead. Provide farm service to create and develop market gardens.Harvest and process produce for restaurant use. Plan and run “Farm-to-Table” events.

San Francisco, Ca, Us

Participate in farm activities. Design and create vegetable gardens. Manage greenhouse operations.

London, London, Gb

Implement yearly expense budgets, verify accruals, fee caps and TERs. Review monthly management fees and performance fees; update rates are per new client agreements.Create procedures for monthly/quarterly attestations of fees and investor statements; train colleagues. Verify and upload NAVs, confirm security values and dividend accruals using Bloomberg. Consider ways to increase profits and decrease costs of the department.

New York, Ny, Us

Reviewed fee calculations, settled invoices, monitored funds’ cash balances & currency policies. Oversaw expense budgets; reconciled books at year end without basis point impacts on funds’ NAV. Managed clients & auditors requests, improved processes and provided top-class customer service.Provided training to offshore team and incoming employees.

Boston, Massachusetts, Us

Pawtucket, Rhode Island, Us

Led a team of students on a semester long consulting project with an external client.Gathered primary and secondary data, and evaluated data through individual frameworks including: VRIO, SWOT, and Porter’s 5 forces. The team determined the organization was not properly aligned for success and suggested alternative solutions that urged the firm to innovate.

New York, Us

Researched on organizational management, leadership development & employee engagement to enhance the company’s social media presence including: LinkedIn, Twitter, Facebook and Google+. Begun the On-Boarding Package project, investigated a variety of frameworks and tactics to efficiently integrate employees and help them be productive within the first 90 days.

Smithfield, Ri, Us

North Andover, Massachusetts, Us

Managed accounts receivables and provided support to clients around the island including deliveries.Calculated a 32% operating costs with 28% unit profit margin thus concluded an overall net loss. Shifted to a differentiator strategy that increased profit margins from 28% to 35%, as a result ROA improved from -.137 in 2013 to .315 in 2016.

Smithfield, Ri, Us

Classified expenses within a conglomerate and identified the most profitable entity by way of ratio analysis.Recommended a restructuring to increase asset turnover and improve the organization’s financial position.

New York, Ny, Us

Master Of Business Administration (M.B.A.), Specialization: Global Supply Chain Management

Bachelor'S Degree, International Business; Double Concentration: Finance And Economics

Study Abroad, International Business

High School Diploma, High School/Secondary Diplomas And Certificates