Vicente Cabrera, Cfa Email & Phone Number

Chicago, Il, Us

• Support the management of ultra-high net worth clients (assets ranging from $50M to $1B+), collaborating with senior advisors to deliver tailored investment strategies and financial advice. Part of a four person investment team with $12 billion in AUM.• Assist in handling client inquiries, providing detailed answers to their questions regarding portfolio performance, market updates, and financial strategies, ensuring prompt and accurate communication.• Execute trades and implement portfolio adjustments as directed, ensuring timely and accurate execution aligned with client objectives and market conditions. • Participate in client meetings, helping to prepare investment proposal, performance reports, and other customized exhibits.• Collaborate with internal teams (Bankers, Wealth Strategists, Trust Advisors, Operation Teams) to ensure seamless execution of client strategies and comprehensive wealth management services.• Maintain the private equity portfolio by executing subscription documents, monitoring capital activity for $900 million of commitments, and computing performance metrics for presentations and client meetings.• Perform impromptu research, portfolio analysis & customized reporting exhibits, cash flow modeling, Hedge Fund and SMA subscriptions/redemptions, and compliance-related upkeep.

Chicago, Il, Us

Milwaukee, Wi, Us

• Ensured adherence to SEC and FINRA regulations by monitoring processes, policies, and procedures related to client communication and internal reporting.• Effectively managed time and workload, successfully balancing full-time remote work while being a full-time student, leveraging tools like Microsoft Teams, SharePoint, and Slack to maintain productivity and meet deadlines.

•Selected by a committee of professionals to be part of a student team responsible for investing and managing a portfolio of over $3M of Marquette University's endowment across fixed income and equity securities. •Created discounted cash flow and other valuation models, completed all aspects of due diligence, and presented recommendations to investment professionals and students.•Covered the information technology sector in the US and International.

• Focused on projects to enhance data gathering, data analysis, automation, and data synthesis within investment research. • Developed autonomous skills while working on projects using FactSet Excel formulas, Wale Wisdom platform, and other investment tools.

• Received hands on experience with sale negotiations with customers daily.• Gained deep knowledge in loans, interest rates, and profit/loss calculations.• Strengthened time management skills while experiencing fifty plus hour work weeks.

• Conducted risk management analysis and processed loan applications with clients.• Refined interpersonal skills such as active listening, flexibility, and patience through interaction with customers and co-workers daily.• Improved research-based learning through research projects that culminated into a presentation to the company executives.

Bloomington, Illinois, Us

Utilized organization and social skills when contacting current and prospective clients regarding car and homeowners insurance.

• Experienced working as an office assistance while also attending investment and financial planning meetings and trainings.

Bachelor Of Science In Business Administration, Double Major: Finance And Economics

High School Diploma