Senior Vice President Investment Counselor @ (January 2025 - February 2025)
Investment Counselor @ (March 2022 - January 2025)
Associate Investment Professional @ (September 2018 - March 2022)
Equity Research Associate @ (September 2017 - September 2018)
Sales and Trading Summer Analyst @ (May 2016 - August 2016)
Summer Analyst @ (June 2015 - August 2015)
Summer Analyst @ (May 2014 - August 2014)
Intern @ MexChoice (December 2012 - February 2013)
Luis Miranda Education
Villanova University
Bachelor of Business Administration (BBA) (Finance and Accounting with a minor in Real Estate)
2013-2017
St Augustine High School
High School
2009-2013
Luis Miranda Skills
Asset Allocation
Asset Management
Investment Advice
Investment Management
Investment Review
Investment Strategies
Investments
Managing Cashflow
Managing Debt
Porfolio Review
Wealth Management
Wealth Planning
Luis Miranda Summary
Luis Miranda, based in Florida, United States, is currently a Senior Vice President, Investment Manager at Truist Wealth. Luis Miranda brings experience from previous roles at Citi, JPMorgan Chase & Co. and MFS Investment Management. Luis Miranda holds a 2013 - 2017 Bachelor of Business Administration (BBA) in Finance and Accounting with a minor in Real Estate @ Villanova University. With a robust skill set that includes Asset Allocation, Asset Management, Investment Advice, Investment Management, Investment Review and more. Luis Miranda has 2 emails and 2 mobile phone numbers on RocketReach.
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