Mariana Lombardi
Assistant Vice President at Wealthspire Advisors
- Role
- Assistant Vice President at Wealthspire
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Mariana Lombardi
Registered with Series 65 license.• Previously registered with Series 7 and Series 66 licenses.• Multilingual: Fluent in Portuguese, Spanish, and English, with conversational proficiency in French.
Experience
Assistant Vice President
Jun 2024 — Present · Boca Raton, FL, US
Education
University of Miami
B.A, Business Administration
2005 — 2008
University of Miami Herbert Business School
Master of Business Administration (MBA), Finance
2013 — 2014
Skills
- Series 63
- Private Banking
- Aml
- Fx Options
- Portuguese
- Wealth Management
- Spanish
- Securities
- Investments
- Financial Markets
- Trading
- Investment Banking
- Financial Services
- English
- Emerging Markets
- Portfolio Management
- French
- Loans
- Fixed Income
- Investment Advisory
- Asset Allocation
- Banking
- Mutual Funds
- Alternative Investments
- Private Equity
- Capital Markets
- Series 7
- Finance
- Structured Products
- Asset Management
- Corporate Finance
- Equities
- Bloomberg
- Strategic Planning
- Financial Reporting
- Derivatives
- Financial Analysis
- Due Diligence
- Hedge Funds
- Economics
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