Joel Pena Email & Phone Number
Head of US Offshore, Canada, Latin America and the Caribbean @ DoubleLine Group LP
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Joel Pena Location
- New York, NY, US
Joel Pena Work
- 2017 -now Head of US Offshore, Canada, Latin America and the Caribbean @
- 2014 -2016 Managing Director – US Offshore, Canada and Latin America @
- 2008 -2014 Senior Vice President @
- 2007 -2007 Private Wealth Management - Summer Associate @
- 2005 -2006 Senior Vice President - Private Banker @
- 2004 -2005 Financial Advisor and Broker @
- 2002 -2004 Financial Products Advisor and Economic Strategist @ BBVA Bancomer Securities International
Joel Pena Education
- NYU Stern School of Business
MBA (Finance)
2006-2008 - Tsinghua University
(International Business)
2008-2008 - Tecnológico de Monterrey
Bachelors (Economics)
1995-1999 - University of Alberta
(International Finance)
1998-1998
Joel Pena Skills
- Series 63
- Capital Markets
- Series 24
- Leadership
- Alternative Investments
- Bloomberg
- Bonds
- Investment Strategies
- Microsoft Office
- Hedge Funds
- Financial Modeling
- Financial Markets
- Mutual Funds
- Investment Management
- Fixed Income
- Caia
- Customer Service
- Equities
- Asset Allocation
- Trading
- Strategy
- Wealth Management Services
- Portfolio Management
- Emerging Markets
- Private Banking
- Series 7
- Microsoft Excel
- Research
- Investments
- Financial Services
- Economics
- Risk Management
- Structured Products
- Derivatives
- Finance
- Securities
- CRM
- Financial Advisory
- Management
- Wealth Management
- Asset Management
- Investment Banking
Joel Pena Summary
- Joel Pena, based in New York, NY, US, is currently a Head of US Offshore, Canada, Latin America and the Caribbean at DoubleLine Group LP. Joel Pena brings experience from previous roles at Robeco, PIMCO, Morgan Stanley and Bank Hapoalim. Joel Pena holds a 2006 - 2008 MBA in Finance @ NYU Stern School of Business. With a robust skill set that includes Series 63, Capital Markets, Series 24, Leadership, Alternative Investments and more. Joel Pena has 3 emails and 6 mobile phone numbers on RocketReach.
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