Yurena G. Email & Phone Number
Who is Yurena G.? Overview
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Yurena G. is listed as Investment Counselor at Fisher Investments UK, a with 81 employees, based in Dublin, County Dublin, Ireland. AeroLeads shows a matched LinkedIn profile for Yurena G..
Yurena G. previously worked as Jr. Business Developer/ Trading Assistant at Flatexdegiro Ag and Private Banker at Santander Private Banking. Yurena G. holds Valoración Y Contabilidad De Instrumentos Financieros, Accounting And Finance from Afi Escuela De Finanzas.
Email format at Fisher Investments UK
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About Yurena G.
My professional experience is in the field of Private Banking, which has allowed me to get to know and be part of different work teams together with the branches such as EAFIs.During this period I have continued my training by studying a Master in Banking and Finance. This stage has increased my desire to continue learning and to know more fields of my profession, more oriented to the valuation and accounting of financial instruments, always with the objective of feeling fulfilled with my work.
Yurena G.'s current company
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Yurena G. work experience
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Jr. Business Developer/ Trading Assistant
Management of portfolio transfers by completing the first steps of settlement by liaising with counterparties, ensuring communications relating to corporate actions by having access to information provided by our custodian.Study of the risk model and its impact on margin requirements depending on the composition of the portfolio. From a regulatory standpoint, I had the chance to gain a deeper knowledge of AML procedures thanks to exposure to EDDs.
Private Banker
Personal portfolio management: 110 million. Client management with minimum assets of 300k eur and an average portfolio volume per client of 500k eur. Open architecture, alternative management, structured products, estate and tax planning, treatment of cash flow peaks, outsourcing of pension commitments from different listed companies. Corporate and real estate operations.
Office Assistant
Company Sector: Financial Company. Assistant Finance of an external financial agent who works for Santander Private Banking.- Investment advice on portfolios.- Banking operations (mortgage loans, credit accounts, etc.)- Realization of commercial reports and financial excel.- Meetings with clients and attracting potential clients.
Intern
Company Sector: Financial Group- Development of investment proposals on client portfolios.- Commercial planning and monitoring. - Management of documentation required by the Bank from customers. - Analysis of investment portfolios. - Help in advising required by the banker. - Attention to clients and potential. - Elaboration of necessary reports for operations such as mortgage loans or credits.
Colleagues at Fisher Investments UK
Other employees you can reach at fisherinvestments.co.uk. View company contacts for 81 employees →
Oliver Peach Chartered Fcsi Apfs Imc
Colleague at Fisher Investments UkLondon, England, United Kingdom
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JD
Jake Deans
Colleague at Fisher Investments UkUnited Kingdom
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AM
Andrea Mcsorley
Colleague at Fisher Investments UkCarrollton, Texas, United States
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MB
Michael Bandell Chartered Fcsi
Colleague at Fisher Investments UkLondon, England, United Kingdom
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TV
Thibaud Vanderschrick
Colleague at Fisher Investments UkLondon, England, United Kingdom
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VR
Vithushan Ratnarajah
Colleague at Fisher Investments UkLondon, England, United Kingdom
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JL
Josh Ladva
Colleague at Fisher Investments UkReading, England, United Kingdom
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HM
Harry Mcclean
Colleague at Fisher Investments UkGreater London, England, United Kingdom
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DS
Darrell Scott Fpfs
Colleague at Fisher Investments UkLondon, England, United Kingdom
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PB
Phil Blennerhassett
Colleague at Fisher Investments UkGreater London, England, United Kingdom
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Yurena G. education
Valoración Y Contabilidad De Instrumentos Financieros, Accounting And Finance
Master En Banca Y Finanzas, Banking And Financial Support Services
Grado En Economía Y Negocios Internacionales, Business/Managerial Economics
Frequently asked questions about Yurena G.
Quick answers generated from the profile data available on this page.
What company does Yurena G. work for?
Yurena G. works for Fisher Investments UK.
What is Yurena G.'s role at Fisher Investments UK?
Yurena G. is listed as Investment Counselor at Fisher Investments UK.
Where is Yurena G. based?
Yurena G. is based in Dublin, County Dublin, Ireland while working with Fisher Investments UK.
What companies has Yurena G. worked for?
Yurena G. has worked for Fisher Investments Uk, Flatexdegiro Ag, and Santander Private Banking.
Who are Yurena G.'s colleagues at Fisher Investments UK?
Yurena G.'s colleagues at Fisher Investments UK include Oliver Peach Chartered Fcsi Apfs Imc, Jake Deans, Andrea Mcsorley, Michael Bandell Chartered Fcsi, and Thibaud Vanderschrick.
How can I contact Yurena G.?
You can use AeroLeads to view verified contact signals for Yurena G. at Fisher Investments UK, including work email, phone, and LinkedIn data when available.
What schools did Yurena G. attend?
Yurena G. holds Valoración Y Contabilidad De Instrumentos Financieros, Accounting And Finance from Afi Escuela De Finanzas.
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