Luis Viramontes
San Antonio,TX
Summary
Analytical Investment Associate recognized for high productivity and efficient task completion. Possess specialized skills in financial modeling, risk assessment, and portfolio management. Excel in critical thinking, problem-solving, and effective communication, enabling successful navigation of complex investment landscapes and fostering strong client relationships.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Investment Associate
Citicorp Investment Services
San Antonio, TX
09.2002 - 02.2023
- Executed trades on behalf of clients
Education
High School Diploma -
Foxtech High School
San Angelo, TX06-1995
Skills
- Equity research
- Derivatives trading
- Asset Allocation
- Equity markets
Languages
Spanish
Professional
Certification
series 7 and series 63
Timeline
Investment Associate
Citicorp Investment Services
09.2002 - 02.2023
High School Diploma -
Foxtech High School
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