Carlos Salzedo

Client Advisor

Role
Client Advisor at J.P. Morgan Private Bank
Location
Miami, FL, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

Experience

  1. Client Advisor

    J.P. Morgan Private Bank

    Feb 2022 — Present · Miami, US

Education

  • Northwestern University - Kellogg School of Management

    Executive Education: Mastering Sales

    2020 — 2020

  • Kiel University

    Master of Science (MSc) Quantitative Finance, Finance and Financial Management Services

    2012 — 2014

  • STEP The Society of Trust and Estate Practitioners

    Certificate in International Trust Management

    2020 — 2020

  • STEP Canada | The Society of Trust and Estate Practitioners (Canada)

    Certificate in Company Law and Practice

    2020 — 2021

  • Universidad del Norte

    Bachelor of Business Administration (BBA), Business Administration and Management, General

    2004 — 2009

Skills

  • Financial Modeling
  • Derivatives
  • Financial Analysis
  • Investments
  • Fixed Income
  • Emerging Markets
  • Portfolio Management
  • Fx Options
  • Capital Markets
  • Financial Markets
  • Valuation
  • Corporate Finance
  • Bloomberg
  • Investment Banking
  • Banking

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Carlos Salzedo — Client Advisor at J.P. Morgan Private Bank in Miami, FL, US | Unifers