Ralph Urena
Vice President, Investments | Financial Advisor | Bridging Complex Wealth Planning with Purpose | Focused on Efficient Tax Planning, Strategic Growth & Multigenerational Wealth Across Borders
- Role
- Vice President, Investments Financial Advisor at Raymond James
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Ralph Urena
As a dedicated financial advisor, I am passionate about helping clients achieve their…
Experience
Vice President, Investments Financial Advisor
Jan 2025 — Present · Tampa, FL, US
Education
Yale School of Management
Certified Private Wealth Advisor®, Financial Planning and Services
2021 — 2022
Datacursos Gaceta Judicial
Certificate, International Busines and Corporate Law
Universidad Iberoamericana
Bachelor’s Degree, Law
2004 — 2008
Pontificia Universidad Católica Madre y Maestra
Master’s Degree, Business (Corporate Law Orientation)
2010 — 2012
College for Financial Planning
Accredited Asset Management SpecialistSM - AAMS®
2020 — 2020
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL EDUCATION PROGRAM, Financial Planning and Services
Skills
- Initiative
- Analytical Skills
- Legal Advice
- Active Listening
- Contract Negotiation
- Department Management
- Leadership
- Private Equity Investing
- Social Networking
- Active Learning
- Client Relations
- Legal Writing
- Litigation
- Public Speaking
- Negotiation
- Integrity
- Microsoft Office
- Writing
- Social Media
- Research
- Autodidact
- Project Coordination
- Strategic Planning
- Management
- Team Building
- Decision Making
- Critical Thinking
- Social Perceptiveness
- Problem Solving
- Organization Skills
- Enterprising
- International Law
- Budget Monitoring
- Public Relations
- Corporate Law
- Investment Analyst
- Event Management
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