Sergio Lock Email & Phone Number
area 199
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Who is Sergio Lock? Overview
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Sergio Lock is listed as Director at Vicctus Multi Family Office, a company with 17 employees, based in Peru, Peru, Peru. AeroLeads shows phone signal with area code 199 and a matched LinkedIn profile for Sergio Lock.
Sergio Lock previously worked as Portfolio Manager at Credicorp Capital and Vice President - Private Banking Investment Advisor at Credicorp Capital. Sergio Lock holds Master Of Business Administration (M.B.A.), Business Administration And Management, General, Dean Scholar from Hult International Business School.
Email format at Vicctus Multi Family Office
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About Sergio Lock
Investment professional with over 15 years of experience in the wealth management industry both in a multinational finance entity and a startup boutique. Bachelor in Business Administration, MBA. Fluent in English and Spanish.
Listed skills include Financial Analysis, Banking, Capital Markets, Emerging Markets, and 6 others.
Sergio Lock's current company
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Sergio Lock work experience
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Vice President - Private Banking Investment Advisor
Private Banking Investment Advisor
Senior Investment Analyst - Multi-Family Office
- Allocated over $250 million in assets under management (AuM), with over 85% of portfolios beating benchmark.
- Organized and executed different aspects of establishing business – defining asset allocation, outlining operational procedures, selecting trading platforms and filtering potential team members.
- Participated in negotiations resulting in a 25% reduction of banking fees for clients in ongoing operations.
- Oversaw development and implementation of operational software, leading to a 50% capacity increase.
- Member of Faro Capital’s Investment Committee.
- Involved in commercial effort directing to growth from $0 to $250 AuM in under 2 years.
Portfolio Manager, Jr.- Family Office
- Allocated over $300 million AuM, with over 90% of portfolios beating benchmark.
- Represented Wealth Management Area in monthly Compliance Committee, with 95% average compliance.
- Designed, analyzed and implemented derivative strategies serving different purposes in portfolios.
Private Banker
Managed a pool of 120 high net worth clients, satisfied commercial and investment banking needs.
Sergio Lock education
Master Of Business Administration (M.B.A.), Business Administration And Management, General, Dean Scholar
Bachelor’S Degree, Business Administration And Management, General
Frequently asked questions about Sergio Lock
Quick answers generated from the profile data available on this page.
What company does Sergio Lock work for?
Sergio Lock works for Vicctus Multi Family Office.
What is Sergio Lock's role at Vicctus Multi Family Office?
Sergio Lock is listed as Director at Vicctus Multi Family Office.
What is Sergio Lock's phone number?
AeroLeads has found 1 phone signal(s) with area code 199 for Sergio Lock at Vicctus Multi Family Office.
Where is Sergio Lock based?
Sergio Lock is based in Peru, Peru, Peru while working with Vicctus Multi Family Office.
What companies has Sergio Lock worked for?
Sergio Lock has worked for Vicctus Multi Family Office, Credicorp Capital, Banco De Crédito Bcp, Faro Capital, and Banco De Credito Del Peru.
How can I contact Sergio Lock?
You can use AeroLeads to view verified contact signals for Sergio Lock at Vicctus Multi Family Office, including work email, phone, and LinkedIn data when available.
What schools did Sergio Lock attend?
Sergio Lock holds Master Of Business Administration (M.B.A.), Business Administration And Management, General, Dean Scholar from Hult International Business School.
What skills is Sergio Lock known for?
Sergio Lock is listed with skills including Financial Analysis, Banking, Capital Markets, Emerging Markets, Investment Banking, Spanish, Portfolio Management, and Investments.
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