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AC

Alejandro A. Santa Cruz, Cfa

Intro Book
Chartered Financial Analyst with expertise in private equity and sustainable finance.
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Location
Austin, Texas, United States, US
Languages
  • English & Spanish Native or bilingual proficiency
Skills
  • Private Equity
  • Business Strategy
  • Portfolio Management
  • Financial Modeling
  • Management
  • Show all
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Bio

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Alejandro A. Santa Cruz is a seasoned investment professional with expertise in private equity, business strategy, and portfolio management. He holds a Chartered Financial Analyst (CFA) designation and has completed various courses in sustainable finance. With native fluency in English and Spanish, Alejandro brings a unique perspective to his work. He is based in Austin, Texas, and has experience in investment banking, entrepreneurship, and emerging markets.

Credentials

  • Series 22 - Direct Participation Programs (DPP) Representative License
    FINRA
    Jul, 2021
    - Apr, 2026
  • Series 63 - Uniform Securities Agent State Law License
    FINRA
    Jun, 2021
    - Apr, 2026
  • Financial Modeling & Valuation Analyst
    Corporate Finance Institute® (CFI)
    Mar, 2021
    - Apr, 2026
  • Principles of Sustainable Finance
    Erasmus University Rotterdam (Coursera)
    Jan, 2021
    - Apr, 2026
  • Greening the Economy: Sustainable Cities
    Lund University (Coursera)
    May, 2020
    - Apr, 2026
  • Transforming Our World: Achieving the Sustainable Development Goals
    SDG Academy
    Sep, 2018
    - Apr, 2026
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jan, 2001
    - Apr, 2026
  • Chartered Financial Analyst Charterholder
    CFA Institute
    Jan, 2001
    - Apr, 2026
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Industry Focus. “Investment Banking”

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