Alfredo Gonzalez

Client and Operations Director at FitzRoy Investment Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Miami, US
Skills

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Bio

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Experience

  • FitzRoy Investment Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client and Operations Director
      • Jan 2023 - Present

      Aventura, Florida, United States

    • Investments Associate
      • Nov 2020 - Dec 2022

      Miami, Florida, United States

  • International Finance Bank (IFB)
    • United States
    • Banking
    • 1 - 100 Employee
    • Accounting Analyst
      • Jul 2019 - Nov 2020

    • Treasury Analyst
      • Mar 2018 - Jul 2019

      Miami/Fort Lauderdale Area

    • Corporate (syndications) CRE & C&I Credit Analyst
      • Aug 2017 - Mar 2018

      Miami/Fort Lauderdale Area

  • FitzRoy Investment Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Consolidation and Investment Analyst
      • May 2016 - Aug 2017

      - Work closely with Consolidation & Reporting manager to manage the monthly consolidation and reporting process - Input relevant monthly data from custodian bank statements into proprietary client consolidation database - Collaborate with Investment Advisory Manager to perform quantitative and qualitative due diligence on existing asset managers - Assist in the preparation of monthly client portfolio review presentations

  • LW Partners
    • Investment Management
    • 1 - 100 Employee
    • Intern
      • Jun 2015 - Aug 2015

      Miami/Fort Lauderdale Area

Education

  • Florida International University - College of Business
    Finance and Economics
    2013 - 2017

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