Richard Stefan Email and Phone Number
Richard Stefan personal email
- Valid
Hi, my name is Richard I am a top-performing, action-oriented and highly-analytical Senior portfolio manager with professional experience in complex financial analysis and strategic investments. I am a self-motivated, highly-analytical individual, with excellent communication and problem solving abilities. Detail-oriented, knowledgeable of capital markets, mergers, acquisitions, debt restructuring, and well-versed in latest trends and data analysis, I am adept at identifying and translating market opportunities into profitable investments. I am energetic, persuasive and skilled at defining, negotiating and closing vital business relationships that generate value added, strengthen market position, boost sales and support financial growth. Recognized for having a strong work ethic and intense focus on results, I always act in the best interest of my clients, delivering superior customer satisfaction.My areas of expertise include investment strategies, portfolio and asset management, data collection, strategic planning, risk assessment, market trend analysis, and corporate finance. I am adaptable and flexible, with experience in project and team management, and with the ability to negotiate and create sustainable relationships with both internal and external clients. I am a forward-thinking, creative individual, with exceptional organizational skills and ability to multi-task effectively under high pressure, dynamic environments. I am recognized as a progressive, driven, down-to-earth, financial and analytical expert who can be relied on to offer superior solutions that deliver results on time and under budget.I can be reached directly via LinkedIn or at r.stefan@casadesantodomingo.com
Centurion Capital Partners
View-
Managing PartnerCenturion Capital Partners Feb 2024 - PresentPunta Cana, La Altagracia, Dominican Republic -
Board Member / CioCasa De Santo Domingo Jan 2024 - PresentSanto Domingo, Distrito Nacional, Dominican Republic -
Senior Portfolio ManagerCasa De Santo Domingo Apr 2015 - Mar 2024Santo Domingo, Distrito Nacional, Dominican RepublicCasa de Santo Domingo is an asset management firm, particularly focused on income generating assets with significant investments in the Dominican Republic.Responsible for shaping the portfolio strategies, diagnosing frameworks and procedures in order to drive investment performance. Analyze and understand market trends and interpreted customer’s data to unearth weaknesses, comprehend causes and seek opportunities. ✦Responsibilities:➜Analyze current and past financial data and performance on portfolio companies.➜Monitor markets and identified investment opportunities. Generate industry and competition trend analysis, evaluated risks, opportunities and developed corresponding reports on market insights.➜Develop and execute investment strategies for companies in the portfolio.➜Interact with company managing director to gain better understanding of the strategic direction of holdings. ➜Develop periodical presentations summarizing key portfolio developments, performance drivers and market/economic conditions.➜Provide analytical insights and participated in the development of market research tools and frameworks designed to drive investment strategy. -
Managing PartnerVyda Capital Nov 2017 - PresentPunta Cana, La Altagracia, Dominican Republic -
Head TraderVertex Valores Puesto De Bolsa S.A. Nov 2014 - May 2015Vertex Valores is an investment services entity that performs securities intermediation activities of public offer, advising on personal finance, corporate finance, among other services.Main responsible for trading Government bonds for institutional and retail trading accounts.✦Responsibilities:➜Determined market sentiment via research, valuation and data analysis.➜Provided key parties with daily trading information.➜Liaised with sales traders or clients on market movements.➜Executed purchases and sales of investment products in a timely and efficient manner.➜Tracked market developments as well as prepared forecasts. ➜Provided clients with general information and help with their brokerage accounts.
Richard Stefan Skills
Richard Stefan Education Details
-
New York Institute Of FinanceInvestments And Securities -
3.92 -
Civil Engineering -
Saint Michaels SchoolHigh School Degree
Frequently Asked Questions about Richard Stefan
What company does Richard Stefan work for?
Richard Stefan works for Centurion Capital Partners
What is Richard Stefan's role at the current company?
Richard Stefan's current role is Portfolio Manager | Banking Professional | Financial Solutions & Services | Business Relationship Mgmt. | Team Leader.
What is Richard Stefan's email address?
Richard Stefan's email address is rs****@****ail.com
What schools did Richard Stefan attend?
Richard Stefan attended New York Institute Of Finance, Lynn University, Universidad Iberomericana, Saint Michaels School.
What skills is Richard Stefan known for?
Richard Stefan has skills like Financial Analysis, Financial Modeling, Fixed Income, Entrepreneurship, Microsoft Excel, Valuation, Corporate Finance, Investments, Microsoft Office, Equity Valuation, Investment Banking, Powerpoint.
Not the Richard Stefan you were looking for?
-
Rich Stefan
Healthcare Industry Executive - Strategic Consulting - Revenue Cycle Operations - TechnologyRedmond, Wa2r1rcm.com, accretivehealth.com -
2vendorin.com, stryker.com
2 +140220XXXXX
-
-
Richard Stefan
St Louis, Mo
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial