Ricardo A. Lima
Plus aucun poste en cours
Profil
Mr. Lima is a graduate of the University Of Dallas Graduate School Of Management and holds an MBA in Corporate Finance.
He also completed his undergraduate studies at Southern Methodist University in Dallas, Texas where he earned his Bachelor of Science in Economics.
Mr. Lima brings nine years of combined experience in Private Banking, Brokerage and Asset Management with expertise in portfolio and risk management, as well as consultative business development and relationship management.
He is Bilingual and speaks, reads and writes Spanish fluently.
Prior to joining Fiduciary Financial, Mr. Lima was Assistant Vice President with a large Private Bank wealth management team.
He also served as a portfolio manager and actively managed a $500 million portfolio of private bank clients consisting of individuals, foundations, endowments, employee benefit plans and trusts.
Anciens postes connus de Ricardo A. Lima
Sociétés | Poste | Fin |
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Fiduciary Financial Services of the Southwest, Inc.
Fiduciary Financial Services of the Southwest, Inc. Investment ManagersFinance Founded in 1990, Fiduciary Financial Services of the Southwest, Inc. is a registered located in Dallas, Texas. The firm is a subsidiary of Wunderlich Investment Co., Inc. and their ultimate parent is Agasti Holding ASA. They provide investment advice to individuals, corporations, government entities, trusts, estates, and pension and profit sharing plans. | Gestionnaire de Portefeuille-Actions | 01/02/2007 |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 1 |
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Fiduciary Financial Services of the Southwest, Inc.
Fiduciary Financial Services of the Southwest, Inc. Investment ManagersFinance Founded in 1990, Fiduciary Financial Services of the Southwest, Inc. is a registered located in Dallas, Texas. The firm is a subsidiary of Wunderlich Investment Co., Inc. and their ultimate parent is Agasti Holding ASA. They provide investment advice to individuals, corporations, government entities, trusts, estates, and pension and profit sharing plans. | Finance |