Juan Carlos Morales
Founder and CEO, Surfside Capital Advisors; Independent Director, Mass Development Corporation
- Role
- Independent Director at MassDevelopment
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Juan Carlos Morales
Juan Carlos (JC) Morales is the Founder and CEO of Surfside Capital Advisors, a…
Experience
Independent Director
Dec 2016 — Present · Boston, MA, US
Appointed by Governor Charlie Baker to serve on MassDevelopment Corporation (MassDev). MassDevelopment is the state’s economic development arm and works with businesses, financial institutions, and communities to stimulate economic growth across the Commonwealth. He is also a member of the Advisory Committee for MassDevelopment\'s Emerging Technology Fund.During FY2016, MassDev was involved in over 300 transactions, generating investment of more than $4 billion in the Massachusetts economy.
Education
University of Massachusetts Amherst
Bachelor's degree, Accounting and Finance
1989 — 1993
Isenberg School of Management, UMass Amherst
Bachelor of Business Administration (B.B.A.), Accounting and Finance
1989 — 1993
Skills
- Finance
- Asset Management
- Strategy
- Managerial Finance
- Financial Services
- Financial Analysis
- Accounting
- Financial Advisory
- Financial Modeling
- Forecasting
- Internal Controls
- Investment Management
- Investments
- Leadership
- Management
- Strategic Planning
- Mergers & Acquisitions
- Risk Management
- Due Diligence
- Corporate Finance
- Valuation
- Private Equity
- Business Strategy
- Financial Planning
- Executive Management
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