Santiago Castillo

Investment Advisor, Loyola Asset Management / Co-founder, Warriors Way LLC

Role
Registered Investment Advisor at Loyola Asset Management
Location
Miami, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Santiago Castillo

Thematic, rules based portfolio construction for high-performing entrepreneurs. Entrepreneur and Business Development leader with a proven track record in growing ventures. Experience at Loyola Asset Management involves enhancing client relationships and contributing to portfolio profitability. I hold an MS(c) in Entrepreneurship and Innovation from the University of Southern California Marshall School of Business and a BS(c) in Communications from the University of Miami, where I also founded the TECHO chapter for community service. My diverse skill set includes proficiency in languages (English, Spanish, Portuguese), certifications in financial accounting, and technical skills in Bloomberg, Adobe Photoshop, Final Cut Pro, Microsoft Office, Shopify, and Helium 10.

Experience

  1. Registered Investment Advisor

    Loyola Asset Management

    Jul 2024 — Present

Education

  • University of Miami

    Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication

    2013 — 2015

  • University of Denver

    Communication and Media Studies

    2009 — 2011

  • USC Marshall School of Business

    Graduate School, Marshall School of Business

    2021 — 2023

  • Sophia University

    Development Economics and International Development in Japan

  • The American University of Paris

    Art History, Criticism and Conservation

    2014 — 2014

Skills

  • Microsoft Office
  • Sales
  • Leadership
  • Social Networking
  • Microsoft Word
  • Social Media Marketing
  • Powerpoint
  • Microsoft Excel
  • Communication
  • Management
  • Marketing
  • Strategic Planning
  • Spanish
  • Public Speaking
  • Customer Service
  • Social Media
  • Real Estate and Design
  • Marketing Communications

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Santiago Castillo — Registered Investment Advisor at Loyola Asset Management in Miami, FL, US | Unifers