Alberto J. Rodríguez
at Terra RD Partners- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Spanish Native or bilingual proficiency
-
English Native or bilingual proficiency
-
French Limited working proficiency
-
Italian Limited working proficiency
Topline Score
Bio
Piers Curran
It was a great pleasure working with Alberto in August 2018. I would strongly recommend Alberto as a candidate for any financial institution. He showed a great attitude towards learning, a real passion for all things related to financial markets, a strong aptitude to work within a team and a great drive to succeed.
Christian Subero
Alberto is a remarkable thought-provoking professional, who I had the honor of working with at KPMG within the Management Consulting Team I lead. I would dare to forecast that Alberto will continue to accomplish great things and bring significance to all the people that have contact with him. In my opinion Alberto's key strengths and talents are: » Enthusiast: Alberto seems very interested in helping people/clients. He enjoys coming up with new ideas and discussing them internally and externally in order to better add value to the clients' needs. » Active learner: Alberto is not characterized by simply listening and memorizing. Good of him he tries to engage with the all the material available, participate in all discussions, and collaborate with all team members. He frequently wants to get to know the process, analyze each argument, as well as apply each concept to the client situation. » Honest and trustworthy: Alberto usually wants to speak his mind and let everyone know how he feels about any given situation. You can tell he speaks from his heart and is not giving to be twofaced or hypocritical. » Drives Collaboration and Inclusion: Within every client and engagement, Alberto tried to build relationships with KPMG professionals as well as the client team. He blended very well in diverse cultures with a teamwork orientation. Give him a chance and you will not regret it!
Piers Curran
It was a great pleasure working with Alberto in August 2018. I would strongly recommend Alberto as a candidate for any financial institution. He showed a great attitude towards learning, a real passion for all things related to financial markets, a strong aptitude to work within a team and a great drive to succeed.
Christian Subero
Alberto is a remarkable thought-provoking professional, who I had the honor of working with at KPMG within the Management Consulting Team I lead. I would dare to forecast that Alberto will continue to accomplish great things and bring significance to all the people that have contact with him. In my opinion Alberto's key strengths and talents are: » Enthusiast: Alberto seems very interested in helping people/clients. He enjoys coming up with new ideas and discussing them internally and externally in order to better add value to the clients' needs. » Active learner: Alberto is not characterized by simply listening and memorizing. Good of him he tries to engage with the all the material available, participate in all discussions, and collaborate with all team members. He frequently wants to get to know the process, analyze each argument, as well as apply each concept to the client situation. » Honest and trustworthy: Alberto usually wants to speak his mind and let everyone know how he feels about any given situation. You can tell he speaks from his heart and is not giving to be twofaced or hypocritical. » Drives Collaboration and Inclusion: Within every client and engagement, Alberto tried to build relationships with KPMG professionals as well as the client team. He blended very well in diverse cultures with a teamwork orientation. Give him a chance and you will not regret it!
Piers Curran
It was a great pleasure working with Alberto in August 2018. I would strongly recommend Alberto as a candidate for any financial institution. He showed a great attitude towards learning, a real passion for all things related to financial markets, a strong aptitude to work within a team and a great drive to succeed.
Christian Subero
Alberto is a remarkable thought-provoking professional, who I had the honor of working with at KPMG within the Management Consulting Team I lead. I would dare to forecast that Alberto will continue to accomplish great things and bring significance to all the people that have contact with him. In my opinion Alberto's key strengths and talents are: » Enthusiast: Alberto seems very interested in helping people/clients. He enjoys coming up with new ideas and discussing them internally and externally in order to better add value to the clients' needs. » Active learner: Alberto is not characterized by simply listening and memorizing. Good of him he tries to engage with the all the material available, participate in all discussions, and collaborate with all team members. He frequently wants to get to know the process, analyze each argument, as well as apply each concept to the client situation. » Honest and trustworthy: Alberto usually wants to speak his mind and let everyone know how he feels about any given situation. You can tell he speaks from his heart and is not giving to be twofaced or hypocritical. » Drives Collaboration and Inclusion: Within every client and engagement, Alberto tried to build relationships with KPMG professionals as well as the client team. He blended very well in diverse cultures with a teamwork orientation. Give him a chance and you will not regret it!
Piers Curran
It was a great pleasure working with Alberto in August 2018. I would strongly recommend Alberto as a candidate for any financial institution. He showed a great attitude towards learning, a real passion for all things related to financial markets, a strong aptitude to work within a team and a great drive to succeed.
Christian Subero
Alberto is a remarkable thought-provoking professional, who I had the honor of working with at KPMG within the Management Consulting Team I lead. I would dare to forecast that Alberto will continue to accomplish great things and bring significance to all the people that have contact with him. In my opinion Alberto's key strengths and talents are: » Enthusiast: Alberto seems very interested in helping people/clients. He enjoys coming up with new ideas and discussing them internally and externally in order to better add value to the clients' needs. » Active learner: Alberto is not characterized by simply listening and memorizing. Good of him he tries to engage with the all the material available, participate in all discussions, and collaborate with all team members. He frequently wants to get to know the process, analyze each argument, as well as apply each concept to the client situation. » Honest and trustworthy: Alberto usually wants to speak his mind and let everyone know how he feels about any given situation. You can tell he speaks from his heart and is not giving to be twofaced or hypocritical. » Drives Collaboration and Inclusion: Within every client and engagement, Alberto tried to build relationships with KPMG professionals as well as the client team. He blended very well in diverse cultures with a teamwork orientation. Give him a chance and you will not regret it!
0
/5.0 / Based on 0 ratingsFilter reviews by:
Credentials
-
NYU Stern Certificate in Corporate Finance
NYU Stern School of BusinessMay, 2020- Sep, 2024 -
Level 5 Diploma in Trading and Financial Market Analysis
The London Institute of Banking & FinanceAug, 2018- Sep, 2024 -
Advisory Skills for Experienced Professionals
KPMG en México -
Bloomberg Terminal Certified (Commodity, Equity, Fixed Income and FX Essentials)
Bloomberg LP -
Broker License (Corredor de Valores)
Superintendencia de Valores de la República Dominicana -
Broker License (Corredor de Valores)
Bolsa de Valores de la Republica Dominicana -
Financial Modeling
INTRAS -
Financial Statements Analysis, Valuation Fundamentals & Financial Modeling
Pillars of Wall Street -
Fixed Income Securities
AulaHispana -
Project Management
INTRAS -
Treasury Management for Financial Institutions
AulaHispana
Experience
-
Terra RD Partners
-
Dominican Republic
-
Real Estate
-
1 - 100 Employee
-
-
Sep 2022 - Present
-
-
-
Sep 2019 - Sep 2022
-
-
-
UC - United Capital Puesto de Bolsa, S.A.
-
Dominican Republic
-
Capital Markets
-
1 - 100 Employee
-
Business Development and Wealth Manager
-
Feb 2019 - Sep 2019
-
-
-
Amplify Trading
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Summer Trainee
-
Aug 2018 - Aug 2018
• Acted as a Multi-Asset Class Portfolio Manager, taking into consideration phases of the business cycle and market correlations representative of the economic climate, while applying multiple trading and hedging strategies. • Conducted macroeconomic research as well as fundamental and technical analysis, in order to build a trading strategy for each asset class, winning 1st place on multi-asset class week-long trading strategy and Hedge Fund trading competitions, and best trade during the final trading competition. • Reacted to real life global economic events and data releases, adjusting asset allocation effectively in a competition against the Benchmark and other participants. • Traded intra-day different asset classes, including Equity, FX, Debt, and Commodities in CQG (live-market-tracking platform). • Attained London Institute of Banking and Finance's Advanced Level 5 Diploma in Trading and Financial Market Analysis. Show less
-
-
-
-
Treasury Officer - Fixed Income Trader
-
Feb 2016 - Aug 2017
• Administrated and oversaw assets and liabilities portfolios worth more than USD145M for brokerage firm, other entities related to its financial group and corporate and retail clients (upon request) through purchase and sale of Dominican governmental and corporate fixed income securities. • Performed weekly valuations on some of group’s related companies’ and funds’ portfolios. • Kept an indicative weekly assessment of local fixed income securities and money markets’ levels to further formulate trading strategies which anticipated and took advantage of new market trends alongside Institutional and Head Traders. • Created an innovative interactive tool to analyze yearly trade trends, behavior and corporate clients’ participation, optimizing trading stratification process. Show less
-
-
-
KPMG
-
Brazil
-
Construction
-
-
Sep 2015 - Feb 2016
• Performed feasibility studies and conducted several interviews with local stakeholdersin energy sector to advise a top Global 500 company on its investments, whilesupporting KPMG Russia during a multi-firm engagement.• Developed an Activity Based Costing (ABC) model for client in cement industry,including its resources, activities and cost objects dictionaries, as well as pertinentdrivers, with goal of better registering, controlling and lowering costs.• Led and supervised creation and implementation of local Pension Funds’ Regulator’strategic plan and annual operative plan. Show less
-
-
-
Jun 2014 - Sep 2015
• Managed multiple project teams regarding local financial services institutions’compliance with corporate governance, operational risk policies, business continuityplans and respective Superintendence new resolutions.• Advised client on its business plan’s structure and composition, along with otherrequired deliverables for acquiring its project’s funding.• Built and developed working papers, status reports, WBSs and other projectmanagement tools for various projects with management, while acting as a PMO. Show less
-
-
-
Lionbridge
-
United States
-
Translation and Localization
-
700 & Above Employee
-
Business Development Summer Intern
-
Apr 2013 - Jun 2013
• Identified and contacted potential clients while breaking into an untapped global market sector. • Communicated and discussed strategies and sales forecasts with company management, creating and managing a contact management system. • Provided monthly reports to company management of the projected sales. • Identified and contacted potential clients while breaking into an untapped global market sector. • Communicated and discussed strategies and sales forecasts with company management, creating and managing a contact management system. • Provided monthly reports to company management of the projected sales.
-
-
-
Banco BDI
-
Dominican Republic
-
Financial Services
-
100 - 200 Employee
-
Credit Analysis Summer Intern
-
Jun 2011 - Jul 2011
• Performed risk assessments and credit analysis of potential clients requesting loans or other financial support. • Monitored current clients’ loans and credit balance status to assess their credit risk for future requests. • Performed risk assessments and credit analysis of potential clients requesting loans or other financial support. • Monitored current clients’ loans and credit balance status to assess their credit risk for future requests.
-
-
Education
-
Saïd Business School, University of Oxford
Master of Business Administration (MBA), Finance, General -
Saïd Business School, University of Oxford
Oxford Saïd Finance Lab -
Harvard Business School
HBX CORe (Credential of Readiness) -
Bentley University
Bachelor of Science (B.S.), Business/Managerial Economics -
Semester At Sea / ISE
-
Colegio Pre-Universitario Lux Mundi
High School Diploma