Ulises Robles, Cfa Email & Phone Number

New York, Ny, Us

Miami, Fl, Us

GenTrust, LLC is an SEC-registered investment advisory firm that provides a full range of wealth and asset management services.

Darien, Connecticut, Us

Darien, Connecticut, Us

Darien, Connecticut, Us

Nuveen Green Capital is a national leader in sustainable commercial real estate financing solutions and an affiliate of Nuveen, the $1.2T asset manager and wholly owned subsidiary of TIAA. The company, which was established by the C-PACE industry’s founders and standard-setters, has grown to offer a market-leading suite of accretive financing products for commercial real estate owners who seek to improve the energy, water and resiliency performance of their property. Nuveen Green Capital is a private capital provider dedicated to making sustainability a smart financial decision for the commercial real estate market and community.

New York, Ny, Us

Supporting Republic's mission of democratizing access to early stage financing and investing. Part of a 6-week program where we learned from experienced investors including Hunter Walk, Turner Novak, Rebecca Kaden, Nicole DeTommaso, and more as well as participated in educational sessions on topics ranging from diligence and valuation to building a brand.Investment Thesis: The FinTech Boom In Latin America And The Importance Of Embedded Lending Within The Future Discussion

Zurich, Ch

Zurich, Ch

Zurich, Ch

Two-year rotational analyst program within UBS Wealth Management USA consisting of six rotations in various business areas.Rotation 6: Chief of Staff Office - Supported the strategy of President Americas and Co-Head Global Wealth Management. Rotation 5: North Texas - Oklahoma Market - Supported the Market Head, Assistant Market Head, and the rest of the Management Team in dealings with firm initiatives, day-to-day support of Financial Advisor practices, etc. Our Market encompassed offices in Dallas, Plano, Fort Worth, Tulsa, and Oklahoma City.Rotation 4: OTC Equity Solutions Group (OESG) - OESG executes over-the-counter equity derivatives for clients to help with their hedging, monetization, yield enhancement, and leverage goals.Rotation 3: Equity Plan Advisory Services (EPAS) - EPAS advises corporate sponsors and helps them service their equity plans with outstanding record-keeping capabilities. Rotation 2: Sales Strategy - Sales Strategy delivers the most relevant and timely intellectual capital and firm resources to the Field to enable Advisors to best serve clients of UBS.Rotation 1: Family Advisory Americas - Family Advisory Americas, which sits in the Private Wealth Management sphere of the business, focuses on the Firm's strategy and offerings with regard to family dynamics, women and wealth, next generation wealth transfer, financial education and family office governance.

Zurich, Ch

Intern Rotation: WMA Banking Group, Strategic Business Analysis - Created analysis in excel to determine ATM rebates to be given to 1,000+ Basic or Preferred Card clients, as well as worked in Access and Excel to run mortgage analysis to determine client demographics for Fixed, ARM and interest-only products.

New York, New York, Us

• SEO Career is a free program that helps Black, Hispanic and Native American students secure internships with partnership organizations. • Completed 100 hours of online and in-person training covering technical skills including: MS Excel, PowerPoint, and basic accounting and finance.

Houston, Texas, Us

• Created several macros to increase efficiency within the master file that contained all the company's internal controls• Conducted data analytics to identify the gross and net exposure (materiality) impact on the financial statements for a design gap found in the Well Reconcilement process• Created efficiencies in the account reconciliation processes by running analytics that led to potential reassignment of over 200 key accounts

Worldwide, Oo

• Assisted with Q2 audit engagement, tested internal controls, and participated in district and regional client manager meetings• Reconciled accounts receivable aging reports and populated volumes regional data into a master document Shadowed the Financial Advisory Services group and monitored stock fluctuations for a healthcare client

New York, Ny, Us

• Processed and assembled tax return dockets into Orion submitted by the Corporate Tax and International Tax Group • Formatted and reviewed quarterly papers for natural gas client and edited and reviewed final numbers before submission

Master Of Science - Ms, Finance, General

Bachelor Of Business Administration, Accounting And Business Honors