Mark Valdez Email & Phone Number
Co-Founder and President @ Royal Eagle Capital Partners
5 free lookup(s).
Mark Valdez Location
- Houston, TX, US
Mark Valdez Work
- 2020 - now Co-Founder and President @
- 2020 - now Founder | Managing Partner | Chief Investment Officer @
- 2011 - 2020 Alternative Investment Director | Vice President | Senior Portfolio Manager @
- 2009 - 2013 Executive Committee @ The Rotary Lombardi Award
- 2007 - 2011 Associate Vice President - Investments @
- 2006 - 2007 Financial Advisor @ Wachovia Securities
Mark Valdez Education
- Creighton University's Heider College of Business
(Masters of Security Analysis and Portfolio Management (MSAPM))
2013 - 2015 - University of St. Thomas (TX)
Master of Business Administration (MBA) (Finance and Financial Management Services)
2002 - 2005 - University of Houston
Master of Social Work (MSW)
2002 - 2005 - University of St. Thomas (TX)
Bachelor of Arts (B.A.) (Honors Program)
1998 - 2002
Mark Valdez Skills
- Investments
- Private Equity
- Asset Management
- Alternative Investments
- Portfolio Management
- Financial Planning
- Equities
- Series 7
- Financial Advisory
- Mergers & Acquisitions
- Strategic Planning
- Business Development
- Investment Banking
- Management
- Wealth Management Services
- Hedge Funds
- Finance
- Alternative Investment Strategies
- Investment Management
- Wealth Management
- Leadership
- Financial Services
- Retirement Planning
- Banking
- Small Business
- Sourcing
- Tax
- Partner Relationship Management
- Microsoft Office
- Financial Reporting
- Customer Service
- Financial Analysis
- Strategy
- Fixed Income
- Public Policy
- Mutual Funds
- Securities
- Mergers and Acquisitions
Mark Valdez Summary
- Mark Valdez, based in Houston, TX, US, is currently a Co-Founder and President at Royal Eagle Capital Partners. Mark Valdez brings experience from previous roles at NVM Capital Partners, Morgan Stanley Wealth Management, The Rotary Lombardi Award and Wells Fargo Advisors. Mark Valdez holds a 2013 - 2015 Creighton University's Heider College of Business. With a robust skill set that includes Investments, Private Equity, Asset Management, Alternative Investments, Portfolio Management and more. Mark Valdez has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Royal Eagle Capital Partners Employees
Brinson Lingenfelter
Chief Financial Officer
Newport Beach, CA, US
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