Sergio Jaramillo
Citi Private Bank - LATAM
- Role
- Director - Fixed Income and Equities Flow Trading Specialist at Citi
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Sergio Jaramillo
FINRA Licensed SERIES 7 & 63*NFA Licensed Series 3 I specialize in partnering with our firm\'s product specialists while utilizing our firm’s proprietary technology and research to provide investment solutions and competitive market execution in fixed income & equity markets, structured products, futures, and options trading. I am responsible for proactively delivering relevant and timely trade ideas, portfolio risk management strategies, and advisory services to ultra high net worth trading clients and bankers across Latin American and Europe.
Experience
Director - Fixed Income and Equities Flow Trading Specialist
Sep 2013 — Present · Miami, FL, US
My role on the Cross Asset Advisory desk involves the delivery of relevant and timely trade ideas, portfolio risk management strategies, and advisory services to ultra high net worth trading clients and bankers. I also provide execution in fixed income & equity markets, structured products, options, and futures & commodities trading.
Education
Fairleigh Dickinson University- Silberman College of Business
Bachelor of Science - BS
1995 — 2000
Skills
- Bloomberg
- Microsoft Excel
- Etfs
- Structured Products
- Microsoft Powerpoint
- Economics
- Financial Planning
- Fixed Income
- Portfolio Management
- Customer Experience
- Equity Research
- Sales
- Spanish
- High Net Worth Individuals
- Financial Markets
- Trading
- Wealth Management Services
- Finra
- Equities
- Customer Service
- Bloomberg Terminal
- Emerging Markets
- Investment Strategies
- Alternative Investments
- Equity Trading
- Retail Sales
- Hedging
- Fx Options
- Bonds
- Strategic Financial Planning
- Investment Management
- Capital Markets
- Series 7
- Financial Services
- Wealth Management
- Business Intelligence
- Derivatives
- Equity Derivatives
- Investments
- Investment Advisory
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