Ricardo Morales
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Ricardo Morales Email & Phone Number

Managing Director and Financial Advisor at Insigneo
Location: Puerto Rico 9 work roles 2 schools
1 work email found @insigneo.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@insigneo.com
LinkedIn Profile matched
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Current company
Insigneo
Role
Managing Director and Financial Advisor
Location
Puerto Rico
Company size
470 employees

Who is Ricardo Morales? Overview

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Quick answer

Ricardo Morales is listed as Managing Director and Financial Advisor at Insigneo, a with 470 employees, based in Puerto Rico. AeroLeads shows a work email signal at insigneo.com and a matched LinkedIn profile for Ricardo Morales.

Ricardo Morales previously worked as Managing Director & Financial Advisor at Insigneo and Financial Executive / Investment Advisor at Citi. Ricardo Morales holds Business Administration And Management, General from Saint Joseph'S University - Erivan K. Haub School Of Business.

Company email context

Email format at Insigneo

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{first}.{last}@insigneo.com
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AeroLeads found 1 current-domain work email signal for Ricardo Morales. Compare company email patterns before reaching out.

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Profile bio

About Ricardo Morales

Specialties: Sales Management, Portfolio Management, Investment Advisory, Municipal Bond Trading, Capital Markets, Emerging Markets, Structured Products, Equity Derivatives, Latin America, Asia, Fixed Income, Trading, Global Markets, Operations, Project Management, Ley/Act 20 & 22, Sales, Financial Planning, Portfolio Restructuring, Diversification, Risk Management. Securities licenses: Series 7 (General Securties Rep), Series 63 (Blue Sky), Series 3 (Futures Trader), Series 53 (Muni Principal), Series 55 (Equity Trader), 24 (General Securities Principal) & Series 66 (Investment Advisor).

Listed skills include Fixed Income, Securities, Capital Markets, Portfolio Management, and 15 others.

Current workplace

Ricardo Morales's current company

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

Insigneo
Insigneo
Managing Director and Financial Advisor
Puerto Rico
Website
insigneo.com
Employees
470
AeroLeads page
Company profile
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9 roles

Ricardo Morales work experience

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

Managing Director And Financial Advisor

Insigneo

Puerto Rico

Managing Director & Financial Advisor

Current
Insigneo

San Juan, Puerto Rico

International Financial Advisor focused on providing investment advisory, portfolio management and transactional services to high net-worth individuals, family offices and corporations in the off-shore and domestic (US and Puerto Rico) markets.

Aug 2022 - Present

Financial Executive / Investment Advisor

Citi

San Juan, Puerto Rico

Manage a $150MM+ banking and investment portfolio for high net worth offshore clients. Provide financial advisory and portfolio management services for non-US individuals, corporations, and trusts mainly in Latin America.

Mar 2016 - Aug 2022

Senior Vice President & Financial Advisor

Popular Securities, Llc.

San Juan, Puerto Rico

Provide advice on Wealth Management and Investment Strategies for High Net Worth individuals and institutions in Puerto Rico and the Caribbean. My objective is to help clients achieve their current and future financial goals while maximizing their investment portfolio from a tactical perspective. Focus placed on financial planning and the design of tailored investment strategies that are properly positioned for today's market dynamics and can adjust accordingly to future tendencies in global markets as well as to the client's changing needs and risk profile.

Sep 2014 - Oct 2015

Senior Vice President & Sales Manager

Popular Securities, Inc.

San Juan, Pr

Develop, manage and oversee the sales agenda for Popular Securities and its team of 50+ Financial Consultants / Brokers. Advice on portfolio management and trade execution strategies, filter for new products and trends, support client solicitation initiatives, and provide tools and coaching so that the sales force can positively impact the bottom line.

Apr 2013 - Sep 2014

Vice President / Trader

Popular Securities, Inc.

Prop and Flow Trading - Muni's, Corporates, Agencies, MBS, and Structured Products - Popular Securities, Inc.

Sep 2008 - Apr 2013

Emerging Markets Trader

Citigroup

EM Fixed Income Trader for a client base composed of affluet Latin American Individuals and trusts.

Aug 2006 - Sep 2008

Vice President

Bear, Stearns & Co. Inc.

Equity Derivatives

Mar 2004 - Jan 2006

Associate

Jpmorgan

Consulting, Project Management & Equity Derivatives.

Jan 1999 - Mar 2004
Team & coworkers

Colleagues at Insigneo

Other employees you can reach at insigneo.com. View company contacts for 470 employees →

JM Jeymi Medrano Jeymi Medrano Colleague at InsigneoMiami, Florida, United States View → TR Triana Raquel Arellano, Cams Triana Raquel Arellano, Cams Colleague at InsigneoMiami, Florida, United States View → MG Marcos García, Cpa Marcos García, Cpa Colleague at InsigneoMiami, Florida, United States View → JA Jose A. Vidal Jose A. Vidal Colleague at InsigneoMiami, Florida, United States View → VL Veronica Lopez Lopez Veronica Lopez Lopez Colleague at InsigneoMiami Beach, Florida, United States View → SN Santiago Norris Santiago Norris Colleague at InsigneoArgentina View → MZ Martin Zina Luces Martin Zina Luces Colleague at InsigneoUruguay View → MM Maybellys Medina Maybellys Medina Colleague at InsigneoMiami-Fort Lauderdale Area, United States View → GF Giuliana Falcón Giuliana Falcón Colleague at InsigneoUruguay View → ND Nancy De Jesus Nancy De Jesus Colleague at InsigneoJuncos, Puerto Rico View →
2 education records

Ricardo Morales education

Education record

Colegio San Ignacio De Loyola
FAQ

Frequently asked questions about Ricardo Morales

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

What company does Ricardo Morales work for?

Ricardo Morales works for Insigneo.

What is Ricardo Morales's role at Insigneo?

Ricardo Morales is listed as Managing Director and Financial Advisor at Insigneo.

What is Ricardo Morales's email address?

AeroLeads has found 1 work email signal at @insigneo.com for Ricardo Morales at Insigneo.

Where is Ricardo Morales based?

Ricardo Morales is based in Puerto Rico while working with Insigneo.

What companies has Ricardo Morales worked for?

Ricardo Morales has worked for Insigneo, Citi, Popular Securities, Llc., Popular Securities, Inc., and Citigroup.

Who are Ricardo Morales's colleagues at Insigneo?

Ricardo Morales's colleagues at Insigneo include Jeymi Medrano, Triana Raquel Arellano, Cams, Marcos García, Cpa, Jose A. Vidal, and Veronica Lopez Lopez.

How can I contact Ricardo Morales?

You can use AeroLeads to view verified contact signals for Ricardo Morales at Insigneo, including work email, phone, and LinkedIn data when available.

What schools did Ricardo Morales attend?

Ricardo Morales holds Business Administration And Management, General from Saint Joseph'S University - Erivan K. Haub School Of Business.

What skills is Ricardo Morales known for?

Ricardo Morales is listed with skills including Fixed Income, Securities, Capital Markets, Portfolio Management, Trading, Structured Products, Series 7, and Equities.

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