Alejandro Mendieta resumes & CV records
Resumes
Managing Sales Director, Registered Principal, Financial Planner, And Investment Advisor Representative
Location:
Miami, FL
Industry:
Financial Services
Work:
Lpl Financial
2010 - 2015
Lpl Financial Advisor - Senior Financial Consultant Coastal Wealth, A Member of the Massmutual Financial Group 2010 - 2015
Managing Sales Director, Registered Principal, Financial Planner, and Investment Advisor Representative Wells Fargo 2008 - 2010
Financial Advisor - Vice President Morgan Keegan 2006 - 2008
Financial Advisor - Assistant Vice President Morgan Stanley 2005 - 2006
Wealth Management Analyst
Lpl Financial Advisor - Senior Financial Consultant Coastal Wealth, A Member of the Massmutual Financial Group 2010 - 2015
Managing Sales Director, Registered Principal, Financial Planner, and Investment Advisor Representative Wells Fargo 2008 - 2010
Financial Advisor - Vice President Morgan Keegan 2006 - 2008
Financial Advisor - Assistant Vice President Morgan Stanley 2005 - 2006
Wealth Management Analyst
Education:
Christopher Columbus High School
Florida State University
Bachelors, Bachelor of Arts
Florida State University
Bachelors, Bachelor of Arts
Skills:
Investments, Wealth Management, Financial Services, Leadership, Securities, Financial Advisory, Retirement Planning, Mutual Funds, Insurance, Management, Financial Planning, Portfolio Management, Finance, Risk Management, Financial Analysis
Languages:
English
Spanish
Spanish
Certifications:
Series 7
Series 24
Series 66
Florida 2-14 Life and Variable License
Financial Industry Regulatory Authority (Finra)
Series 24
Series 66
Florida 2-14 Life and Variable License
Financial Industry Regulatory Authority (Finra)
President
Location:
Fort Lauderdale, FL
Industry:
Health, Wellness And Fitness
Work:
Integrated Healthcare Services
President
President
Skills:
Planning, Sales
Financial Risk And Legal Entity Controller
Location:
Washington, DC
Industry:
Financial Services
Work:
Morgan Stanley
Financial Risk and Legal Entity Controller Citi Apr 2011 - Jul 2013
Enterprise Risk - Operational Risk [Director Ing Jun 2005 - Feb 2011
Chief Financial Officer Ixe Grupo Financiero Aug 2002 - Jun 2005
Group Financial Controller J.p. Morgan Jun 1996 - Aug 2002
Finance Associate and Middle Office-Control Banco Santander Feb 1991 - Jun 1996
Treasury and Finance Office Liaison
Financial Risk and Legal Entity Controller Citi Apr 2011 - Jul 2013
Enterprise Risk - Operational Risk [Director Ing Jun 2005 - Feb 2011
Chief Financial Officer Ixe Grupo Financiero Aug 2002 - Jun 2005
Group Financial Controller J.p. Morgan Jun 1996 - Aug 2002
Finance Associate and Middle Office-Control Banco Santander Feb 1991 - Jun 1996
Treasury and Finance Office Liaison
Education:
Ie Law School 2002 - 2004
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management Universidad Anáhuac 1986 - 1990
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management Universidad Anáhuac 1986 - 1990
Skills:
Financial Analysis, Banking, Operational Risk, Strategic Planning, Enterprise Risk Management, Cfos, Financial Control, Change Management, Finance, Compliance Management, Business Analysis, Derivatives, Cross Functional Team Leadership, Risk Mitigation, Business Process Improvement, Financial Markets, Financial Risk, P&L Management, Financial Services, New Business Development, Product Development, Internal Controls, Capital Markets, Risk Analysis, Us Gaap, Corporate Finance, Restructuring, Basel Ii, Balanced Scorecard, Budgeting, Team Leadership, Quality Assurance, Valuation, Sox, Retail Banking, Forecasting, Fixed Income, Basel Iii, Start Up Consulting, Re Engineering, Negotiation, Coaching, Process Engineering, Equities, Commercial Banking, Aml, Ifrs, Project Management, Corporate Tax, Strategy
Interests:
Children
Yoga and Jogging
High Tec Articles
Civil Rights and Social Action
Cars
Environment
Education
Literature
Reading
Economy
Music
Human Rights
Regulatory Changes
Yoga and Jogging
High Tec Articles
Civil Rights and Social Action
Cars
Environment
Education
Literature
Reading
Economy
Music
Human Rights
Regulatory Changes
Languages:
Spanish
English
English
Certifications:
License 618325
Finra Nasd - Series 7 General Securities Representative
Finra Nasd - Series 63 - Uniform Securities Agent
Certified Fraud Examiner
Finra Nasd - Series 7 General Securities Representative
Finra Nasd - Series 63 - Uniform Securities Agent
Certified Fraud Examiner
Flatiron School
Work:
Flatiron School
Alejandro Liñan Mendieta
Alejandro Mendieta - Miami, FL
Work:
Superior Living INC - Miami, FL Mar 2010 to Jun 2014
Accounting - Bookkeeper L & S Homecare INC - Miami, FL Feb 2005 to Mar 2010
Bookkeeper Pan Pottery INC - Miami, FL May 1998 to Jan 2005
Accounting Assistant
Accounting - Bookkeeper L & S Homecare INC - Miami, FL Feb 2005 to Mar 2010
Bookkeeper Pan Pottery INC - Miami, FL May 1998 to Jan 2005
Accounting Assistant
Education:
Miami Dade Community college - Miami, FL 1996
Associate of Arts in Accounting
Associate of Arts in Accounting