Carlos Mora Email & Phone Number
VP, Investment Portfolio Manager @ Bank of Marin
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Carlos Mora Location
- Novato, CA, US
Carlos Mora Work
- VP, Investment Portfolio Manager @ (January 2023 - Present)
- Financial Planning and Analysis Manager @ (October 2021 - January 2023)
- Senior Financial Analyst @ (September 2016 - November 2021)
- Financial Analyst @ (July 2015 - August 2016)
- Corporate Treasurer @ (January 2012 - September 2014)
- Treasurer @ (June 2011 - January 2012)
- Financial Analyst @ (October 2009 - May 2011)
- Ingeniero Control de Gestión @ (December 2007 - September 2009)
Carlos Mora Education
- Universidad de Chile
Certificate Program (Corporate Finance)
2011-2011 - Pontificia Universidad Católica de Chile
Engineer's degree (Industrial Engineering)
2001-2007
Carlos Mora Skills
- Fixed-Income Investing
- Equity Research
- Currency
- Financial Markets
- Bloomberg Terminal
- Financial Modeling
- Capital Management
- Investment Strategies
- Liquidity Management
- Interest Rate Risk Management
- Accounting
- Financial Analysis
- Business Intelligence
- Cash Management
- SAP
- Forecasting
- Negotiation
- Finance
- Business Strategy
- Treasury
- SAP R/3
- Microsoft Excel
- Microsoft Office
- Corporate Finance
- Team Leadership
- Spanish
- PowerPoint
- English
- FX Hedging
- Interest Rate Hedging
- Hedge Accounting
- Financial Risk
- Credit Risk
- Risk Management
- Cognos
- Budgeting
- Budget Management
- Financial Reporting
- Reporting & Analysis
- SAP ERP
- Cash Flow
- Microsoft PowerPoint
- SAP Products
- Asset and Liability Management (ALM)
- Foreign Exchange Risk Management
- Project Management
- Leadership
- Liderazgo de equipos
- Reporting and Analysis
- Strategic Planning
- Management
Carlos Mora Summary
- Carlos Mora, based in Novato, CA, US, is currently a VP, Investment Portfolio Manager at Bank of Marin. Carlos Mora brings experience from previous roles at Bank of Marin and Porsche Chile. Carlos Mora holds a 2011 - 2011 Certificate Program in Corporate Finance @ Universidad de Chile. With a robust skill set that includes Fixed-Income Investing, Equity Research, Currency, Financial Markets, Bloomberg Terminal and more. Carlos Mora has 2 emails and 1 mobile phone numbers on RocketReach.
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