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Samuel Morales Location
Houston, TX, US
Samuel Morales Work
2023 -now Senior Vice President @
2021 -2023 Financial Advisor @
2020 -2021 Vice President @
2017 -2020 Fixed Income Trader @
2014 -2017 Operations Manager @
2011 -2013 Sr. Manager of Finance @
2008 -2011 Finance Manager @
2006 -2008 IT Project Manager @
2006 -2006 Back Office Senior Analyst @
2004 -2005 Financial Analyst @ Santana Morales y Asociados
Samuel Morales Education
Universidad del Pedregal
Business Consulting (Post- gradúate)
2006-2007
Universidad Tecnológica de México
Bachelor of Finance (School of Business)
2002-2006
Samuel Morales Skills
Wealth Management
Finance
Strategic Financial Planning
Excellent knowledge of Microsoft ‘09-2011 (Excel - macros, pivot tables-)
Advanced knowledge in managing databases
Proficient in Internet Research and Navigation
• Advanced knowledge of Intelisis Enterprise Resource Planning software
Thorough knowledge of Financial, Risk, and Quantitative Analysis models
Proficient in producing Financial Statements; Balance, and Income statements
Proficient in the use of Statistical software.
Articulate with excellent interpersonal communications skills
Proficient in presenting to Executive level staff
Able to work independently and to communicate effectively with multiple levels
Good organizational ability
Experience in working effectively with employees under my supervision
Fully Bilingual English/Spanish: Read, Write, Speak and Translate
Forecasting
Management
Budgets
Negotiation
Sales
Strategy
Leadership
Microsoft Office
Project Management
Team Leadership
Business Strategy
Analysis
Management Consulting
Strategic Planning
Public Relations
Bloomberg Terminal
Tech-savvy
Microsoft Excel
Databases
• Advanced knowledge of Intelisis Enterprise Resource Planning software
Proficient In The Use
Excellent Knowledge Of Microsoft 09 2011 Excel
Good Organizational
Fully Bilingual
Income Statements
Thorough Knowledge Of Financial
Read
Write
Enterprise Resource Planning Software
Pivot Tables
Experience In Working
Quantitative Analysis Models
Balance
Proficient In Internet
Fully Bilingual English/Spanish
Advanced Knowledge Of Intelisis Enterprise Resource Planning Software
Macros
Proficient In The Use Of Statistical Software
Proficient In Producing
Advanced Knowledge Of Intelisis
Strategic Financial
Risk
Speak And Translate
Proficient In Producing Financial Statements
Able To Work
Excellent Knowledge of Microsoft 09 2011
Samuel Morales Summary
Samuel Morales, based in Houston, TX, US, is currently a Senior Vice President at Insigneo. Samuel Morales brings experience from previous roles at PNC, BNY Mellon, BBVA in the USA and BBVA Compass. Samuel Morales holds a 2006 - 2007 Business Consulting in Post- gradúate @ Universidad del Pedregal. With a robust skill set that includes Wealth Management, Finance, Strategic Financial Planning, Excellent knowledge of Microsoft ‘09-2011 (Excel - macros, pivot tables-), Advanced knowledge in managing databases and more. Samuel Morales has 3 emails and 1 mobile phone numbers on RocketReach.
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