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Ricardo Morales
Ricardo Morales
Managing Director and Financial Advisor | Insigneo
Puerto Rico, Misiones, Argentina
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.
Ricardo Morales
Work Experience
Managing Director and Financial Advisor at
Insigneo
Present
Managing Director & Financial Advisor at
Insigneo
August 2022 - Present
Financial Executive / Investment Advisor at
Citi
March 2016 - August 2022
Senior Vice President & Financial Advisor at
Popular
September 2014 - October 2015
Senior Vice President & Sales Manager at
Popular Bank
April 2013 - September 2014
Vice President / Trader at
Popular Bank
September 2008 - April 2013
Emerging Markets Trader at
Citigroup
August 2006 - September 2008
Vice President at
BEAR STEARNS LIMITED
March 2004 - January 2006
Associate at
J.P. Morgan
January 1999 - March 2004
Ricardo Morales
Education
Saint Joseph's University - Erivan K. Haub School of Business
January 1994 - January 1998
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
********@insigneo.com
Colleagues
Senior Vice President & Wealth Manager
Vice President/ Financial Advisor
Vice President
Managing Director Financial Advisor
Co-Founder & CEO
Wealth Management Senior Vice President
Senior Financial Consultant / Vice President
Vice President Financial Advisor
Senior Vice President - Investments
Managing Director