Claudio Mathias
Executive Director at Santander Private Banking International
- Role
- Senior Vice President at Santander Private Banking International
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Claudio Mathias
Substantial knowledge of investment products and wealth management structures-…
Experience
Senior Vice President
Santander Private Banking International
May 2019 — Present · Miami, FL, US
Manage client base of Ultra High Net Worth individuals in Private Banking unit of Banco Santander International-Miami, FL.
Education
ESPM Escola Superior de Propaganda Marketing
Master's degree, Marketing
1994 — 1996
UNICID - Universidade Cidade de São Paulo
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
1988 — 1992
Skills
- Corporate Finance
- Investments
- Fund of Funds
- Banking
- Asset Allocation
- Mutual Funds
- Risk Management
- Hedge Funds
- Bonds
- Operational Risk
- Structured Finance
- Strategic Financial Planning
- Equities
- Portfolio Management
- Private Banking
- Credit Risk
- Fx Options
- Loans
- Trade Finance
- Wealth Management
- Retail Banking
- Credit
- Investment Strategies
- Alternative Investments
- Private Equity
- Valuation
- Financial Structuring
- Bloomberg
- Structured Products
- Financial Risk
- Asset Management
- Securities
- Commercial Banking
- Investment Management
- Relationship Management
- Derivatives
- Options
- Credit Analysis
- Series 63
- Financial Services
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