Mark Valdez

Alternative Investment Director and Vice President and Senior Portfolio Manager

Mark Valdez is a highly qualified expert, who works in Morgan Stanley main office of which is in 4. on the position of Alternative Investment Director and Vice President and Senior Portfolio Manager since 2011. This person has earned professional experience in more than 15 positions at different companies. Mark Valdez went to the Creighton University and got education from 2013 to 2015. Mark has these qualifications: Edx and Microsoft, Edx Verified Certificate For Introduction To R, and Edx Verified Certificate For Excel For Data Analysis and Visualization. Los Angeles, California is the area, where this expert was known to live. Mark's email address and number are accessed through Connexy on demand.
Name variants:
Marc Valdez, Marcus Valdez, Markus Valdez, Marquis Valdez, Mark Valdez

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Contact Information

Last Update
Jul 13, 2022
Email
mr**@gmail.com, mv**@callsource.com, ma**@morganstanley.com
Location
Los Angeles, CA
Company
Morgan Stanley

Workplace

Alternative Investment Director and Vice President and Senior Portfolio Manager

Work History

Alternative Investment Director and Vice President and Senior Portfolio Manager

1585 Broadway, New York, NY 10003
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm's reputation for ...
Dec 2011 — Mar 2020

Sr. Pricing Analyst

Burbank, CA
from Aug 2011

Personal Banker

Woodland Hills, CA
Oct 2010 — Aug 2011

Personal Banker

Woodland Hills, CA
Sep 2010 — Aug 2011

Associate

Encino, CA
Dec 2009 — Jun 2010

Executive Committee

The Rotary Lombardi Award is hosted by the Rotary Club of Houston and benefits the American Cancer Society. Rotary Lombardi Award is a member of the National College Football Awards Associat...
Sep 2009 — Feb 2015

Marketing/Operations Specialist

Chatsworth, CA
Oct 2008 — Oct 2009

Associate Vice President - Investments

1 north Jefferson Ave St, Louis, MO
The Valdez Financial Strategies Group of Wells Fargo Advisors
2007 — 2011

Financial Advisor

420 Montgomery St, San Francisco, CA 94129
2006 — 2007

Sr Personal Financial Rep.

Northridge, CA
Nov 2004 — Oct 2008

Sr. Personal Financial Representative

Northridge, CA
Nov 2004 — Oct 2008

Auto Damage Claims Adjuster

Chatsworth, CA
Jul 2002 — Jun 2004

Field Auto Damage Adjuster for GEICO Direct Ins

Los Angeles, CA
Jul 2002 — Jun 2004

Sr. Financial Analyst

2000 — Aug 2011

Business Management Consultant

2000 — Oct 2009

Education

2013 — 2015

Masters in Business Administration in Finance and Entrepreneurship - GPA 3.7

Malibu, CA
Jan 2007 — Jan 2009

Bachelor of Science in Management - GPA 3.7

Malibu, CA
2005 — 2007
2002 — 2005

Occupations

Analyst
Financial Broker
Banker
Analysts
Financial Services Professional
Financial Services Sales Agent

Skills

Leadership
Process Improvement
Finance
Analysis
Management
Financial Analysis
Cross Functional Team Leadership
Financial Modeling
Forecasting
Entrepreneurship
Business Process Improvement
Strategic Planning
Sales
Manufacturing
Microsoft Excel
Budgets
Accounting
Program Management
Pricing
Negotiation
Continuous Improvement
Team Building
Banking
Strategy
Data Analysis
Risk Management
Customer Service
Operations Management
Business Analysis
Business Development
Team Leadership
Real Estate
Financial Reporting
Competitive Analysis
Sql
Critical Thinking
Communication Skills
Business Intelligence
Python
Microsoft Power Bi
Visual Basic For Applications
Data Visualizaion
New Business Development
Access
Oracle
Consulting
Outlook
Vba
Linux
Arch Linux
Numpy
Scipy
R
Start Ups
Management Consulting
Commercial Real Estate
Banking
Process Improvement
MS Excel
VBA
Macros
Pricing
Financial Analysis
Oracle
Manufacturing Experience
Aerospace and Defense
Leadership
Entrepreneurship
Negotiation
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