Credit Analyst Intern @ (January 2014 - December 2014)
Compliance Analyst @ (February 2013 - July 2013)
Registered Senior Client Associate @ (December 2006 - October 2012)
Brian Garcia Education
Boston College - Carroll School of Management
Master of Business Administration (M.B.A.) (Asset Management)
2013-2015
University of California, Berkeley
BA (Economics and Legal Studies)
2002-2006
Brian Garcia Skills
Mutual Funds
Asset Allocation
Financial Analysis
Portfolio Management
Series 7
Investments
Alternative Investments
Data Analysis
Private Equity
Compliance
series 66
Chartered Financial Analyst
Retirement
Wealth
Financial Advisory
ETFs
Investment Strategies
Investment Advisory
Wealth Management Services
Separately Managed Accounts
Fixed Income
Retirement Planning
Financial Modeling
Corporate Credit
Morningstar
Equities
Wealth Management
High Net Worth Individuals
Thompson One
Presentations
Brian Garcia Summary
Brian Garcia, based in San Diego, CA, US, is currently a Vice President, Corporate Credit Analyst at Breckinridge Capital Advisors. Brian Garcia brings experience from previous roles at Breckinridge Capital Advisors, S&P Global Ratings (Formerly Standard & Poor's), Longfellow Investment Management Co. and Advent International. Brian Garcia holds a 2013 - 2015 Master of Business Administration (M.B.A.) in Asset Management @ Boston College - Carroll School of Management. With a robust skill set that includes Mutual Funds, Asset Allocation, Financial Analysis, Portfolio Management, Series 7 and more. Brian Garcia has 2 emails and 3 mobile phone numbers on RocketReach.
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