Mauricio Vaca
CFP ®, MBAFinancial services leader dedicated to optimizing the client experience
- Role
- Senior Director Advisory Private Client at Empower
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Mauricio Vaca
Dynamic leader devoted to developing and maintaining lasting relationships, passion to help others, well versed in financial planning, deep knowledge of financial markets and investment strategies, experience in leveraging technology to increase efficiency and provide the optimal client experience.Certified Financial Planner Board of Standards Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S, which it authorizes use of by individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Experience
Senior Director Advisory Private Client
Dec 2023 — Present
Education
University of Michigan
Bachelor of Arts - BA, History and Political Science
University of Colorado Boulder - Leeds School of Business
Master of Business Administration - MBA
Chicago Waldorf School
High School
Skills
- Basketball Coaching
- Proprietary Trading
- Management
- Investments
- Volunteer Management
- Social Media Marketing
- Leadership
- Recruiting
- Hedging
- Fx Options
- Bloomberg
- Derivatives
- Political Campaigns
- Life Coaching
- Bloomberg Terminal
- Fundraising
- Traders
- Finance
- Options Strategies
- Non-Profit Volunteering
- Foreign Exchange (Fx) Options
- Politics
- Equities
- Portfolio Management
- Fx Trading
- Coaching
- Volatility
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