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Ricardo Morales

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Ricardo Morales

Managing Director and Financial Advisor | Insigneo

Puerto Rico, Misiones, Argentina

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Ricardo Morales

Summary

Ricardo Morales is a seasoned financial professional with extensive experience in investment advisory, portfolio management, and wealth management. Currently serving as the Managing Director and Financial Advisor at Insigneo, he specializes in providing tailored financial solutions to high-net-worth individuals and corporations across domestic and offshore markets. With a strong background in capital markets and structured products, Ricardo has a proven track record of managing substantial investment portfolios and delivering strategic financial planning. His career spans over two decades, during which he has held leadership roles at prominent financial institutions such as Citi and Popular Securities. Fluent in sales management and risk assessment, he is adept at navigating complex financial landscapes. Ricardo's commitment to client success is evident in his ability to design customized investment strategies that align with evolving market trends and client objectives. He is also well-versed in regulatory compliance, holding multiple securities licenses. His diverse experience across various sectors enhances his adaptability and insight into global markets.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Ricardo Morales

Work Experience

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Managing Director and Financial Advisor at

Insigneo

Present

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Managing Director & Financial Advisor at

Insigneo

August 2022 - Present

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Financial Executive / Investment Advisor at

Citi

March 2016 - August 2022

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Senior Vice President & Financial Advisor at

Popular

September 2014 - October 2015

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Senior Vice President & Sales Manager at

Popular Bank

April 2013 - September 2014

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Vice President / Trader at

Popular Bank

September 2008 - April 2013

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Emerging Markets Trader at

Citigroup

August 2006 - September 2008

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Vice President at

BEAR STEARNS LIMITED

March 2004 - January 2006

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Associate at

J.P. Morgan

January 1999 - March 2004

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Ricardo Morales

Education

Colegio San Ignacio de Loyola

January 1988 - January 1994

Frequently Asked Questions about Ricardo Morales

What is Ricardo Morales email address?

Ricardo Morales's primary email address is ********@insigneo.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Ricardo Morales work for?

Ricardo Morales is a Managing Director and Financial Advisor at Insigneo, a company specializing in Financial Services.

Where Ricardo Morales graduated from?

Ricardo Morales holds a degree in Business Administration And Management, General from Saint Joseph's University - Erivan K. Haub School of Business.

How can I directly contact Ricardo Morales?

To contact Ricardo Morales directly, you can use the email address ********@insigneo.com. Complete contact information is available upon registration with Muraena.

Who is Ricardo Morales?

Ricardo Morales is a seasoned financial professional with extensive experience in investment advisory, portfolio management, and wealth management. Currently serving as the Managing Director and Financial Advisor at Insigneo, he specializes in providing tailored financial solutions to high-net-worth individuals and corporations across domestic and offshore markets. With a strong background in capital markets and structured products, Ricardo has a proven track record of managing substantial investment portfolios and delivering strategic financial planning. His career spans over two decades, during which he has held leadership roles at prominent financial institutions such as Citi and Popular Securities. Fluent in sales management and risk assessment, he is adept at navigating complex financial landscapes. Ricardo's commitment to client success is evident in his ability to design customized investment strategies that align with evolving market trends and client objectives. He is also well-versed in regulatory compliance, holding multiple securities licenses. His diverse experience across various sectors enhances his adaptability and insight into global markets.

Ricardo`s contact details

mail

********@insigneo.com

Colleagues

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Peter Isern

Senior Vice President & Wealth Manager

Alexandra Panora

Vice President/ Financial Advisor

Francisabel

Vice President

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Angel Colina

Managing Director Financial Advisor

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Francisco Velasco

Co-Founder & CEO

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Frank Collado

Wealth Management Senior Vice President

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Roberto Pena

Senior Financial Consultant / Vice President

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Minerva Rodriguez

Vice President Financial Advisor

Nancy Pinzon-Johnson

Senior Vice President - Investments

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Santiago Tolomei

Managing Director

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