Marcos Saade Email & Phone Number
Portfolio Analyst @ Banc of California
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Marcos Saade Location
- San Diego, CA, US
Marcos Saade Work
- 2025 -now Portfolio Analyst @
- 2024 -2025 Operations Analyst @
- 2022 -2024 Research Associate @
- 2021 -2022 Marketing and Research Associate @
- 2020 -2021 Finance Intern @
- 2018 -2020 Barista @
- 2016 -2017 Employee @
Marcos Saade Education
- University of San Diego - Knauss School of Business
Master of Business Administration - MBA, Finance (Finance)
2023-2024 - University of San Diego
BBA in Finance and BBA in Business Economics, Finance and Business Economics (Finance and Business Economics)
2017-2021
Marcos Saade Skills
- Trend Analysis
- Financial Metrics
- Financial Data
- Written Communication
- Reporting & Analysis
- Bloomberg Terminal
- Valuation
- Investment Valuation
- DCF Valuation
- Performance Motivation
- Job Skills
- Mathematics
- Writing
- VBA Excel
- Portfolio Management
- Research Skills
- Market Analysis
- Wealth Management Services
- Strategic Planning
- Investment Policy
- Skilled Multi-tasker
- Investments
- Relationship Building
- Business Relationship Management
- Financial Advisory
- Financial Services
- Analytical Skills
- Security Analysis (Securities)
- Report Writing
- Equity Research
- English to Spanish
- Pivot Tables
- Regression Analysis
- Time Management
- Microsoft Excel
- Budgeting
- Financial Analysis
- Stock management
- Data Analysis
- Financial Planning
- Microsoft office
- Stata
- Microsoft PowerPoint
- Customer Service
- Leadership
- Teamwork
- Problem Solving
- Communication
- Bilingual Communications
- Money Management
- Economics
- Microsoft Word
- Finance
- Econometrics
Marcos Saade Summary
- Marcos Saade, based in San Diego, CA, US, is currently a Portfolio Analyst at Banc of California. Marcos Saade brings experience from previous roles at LM Capital Group, LLC. and AVAULTE. Marcos Saade holds a 2023 - 2024 Master of Business Administration - MBA, Finance in Finance @ University of San Diego - Knauss School of Business. With a robust skill set that includes Trend Analysis, Financial Metrics, Financial Data, Written Communication, Reporting & Analysis and more. Marcos Saade has 3 emails and 1 mobile phone numbers on RocketReach.
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