Richard Stefan

Richard Stefan Email and Phone Number

Portfolio Manager | Banking Professional | Financial Solutions & Services | Business Relationship Mgmt. | Team Leader @ Centurion Capital Partners
Richard Stefan's Location
Miami-Fort Lauderdale Area, United States
Richard Stefan's Contact Details

Richard Stefan personal email

About Richard Stefan

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

Richard Stefan's Current Company Details
Centurion Capital Partners

Centurion Capital Partners

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Portfolio Manager | Banking Professional | Financial Solutions & Services | Business Relationship Mgmt. | Team Leader
Richard Stefan Work Experience Details
  • Centurion Capital Partners
    Managing Partner
    Centurion Capital Partners Feb 2024 - Present
    Punta Cana, La Altagracia, Dominican Republic
  • Casa De Santo Domingo
    Board Member / Cio
    Casa De Santo Domingo Jan 2024 - Present
    Santo Domingo, Distrito Nacional, Dominican Republic
  • Casa De Santo Domingo
    Senior Portfolio Manager
    Casa De Santo Domingo Apr 2015 - Mar 2024
    Santo Domingo, Distrito Nacional, Dominican Republic
    Casa 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.
  • Vyda Capital
    Managing Partner
    Vyda Capital Nov 2017 - Present
    Punta Cana, La Altagracia, Dominican Republic
  • Vertex Valores Puesto De Bolsa S.A.
    Head Trader
    Vertex Valores Puesto De Bolsa S.A. Nov 2014 - May 2015
    Vertex 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

Financial Analysis Financial Modeling Fixed Income Entrepreneurship Microsoft Excel Valuation Corporate Finance Investments Microsoft Office Equity Valuation Investment Banking Powerpoint Equity Research Bonds Hedge Funds Dcf Valuation Investment Management Fx Trading Stock Trading Options Alternative Investments Structured Investments Portfolio Management Finance Management Trading Negotiation Analysis Market Psychology Business Strategy Civil Engineering Financial Markets Capital Markets Risk Management Investment Strategies Strategic Planning Equities Asset Management Wealth Management Commercial Real Estate Real Estate Investments Mortgage Lending Commercial Mortgages Project Management Business Development Team Leadership Real Estate Investment Consulting Real Estate Investment Trust Creative Real Estate Investing International Real Estate Financial Insights Prospecting And Closing Deals Data Collection Risk Assessment Market Trend Analysis

Richard Stefan Education Details

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.

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