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Luis E. Morales profile image

Luis E. Morales

Director - Investments at Oppenheimer & Co.
Intro Book
Seasoned financial professional with extensive experience in banking, investments, and financial planning.
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Location
Miami, Florida, United States, US
Languages
  • Spanish -
Skills
  • Alternative Investments
  • Estate Planning
  • Series 63
  • Financial Advisory
  • Banking
  • Show all
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Bio

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Luis E. Morales is a seasoned financial professional with extensive experience in banking, investments, and financial planning. He has held various leadership positions in top financial institutions, including Director - Investments, VP-Investments, Senior Financial Advisor, Executive Vice President / Director, and Vice President. Morales holds a BBA in Finance from Texas A&M University-Kingsville and a Business/Managerial Economics degree from Middle Tennessee State University.

Experience

  • Oppenheimer & Co.
    • Director - Investments
      • May 2005 - Jun 2013

      Financial Advisor. Handled Investment relationships of High Net Worth Individuals residing in the United States and foreign countries.

  • UBS Wealth Management
    • VP-Investments
      • 1994 - 2005

      Financial AdvisorHandled Investment relationships of High Net Worth Individuals residing in the United States and foreign countries.

  • Merrill Lynch
    • Senior Financial Advisor
      • 1986 - 1994

      Handled Investment relationships of High Net Worth Individuals residing in the United States and foreign countries.

  • Tesoro Savings & Loan Association
    • Laredo, Texas Area
    • Executive Vice President / Director
      • Jun 1983 - Apr 1986
      • Laredo, Texas Area

      Headed the Private Banking Division and overall funding.Member of the Board of Directors

  • Laredo National Bank
    • Laredo, Texas Area
    • Vice President
      • 1982 - 1983
      • Laredo, Texas Area

      Responsible for lending relationships in Mexico and Texas.

  • Bank of America
    • International Division
    • Vice President - Senior Country Manager
      • Jun 1968 - Apr 1981
      • International Division

      International DivisionMexico, Spain, Venezuela, Puerto Rico, United States.Senior Country Manager in Charge of all Lending and Deposits from the Government, Banks, Corporations and Individuals.Madrid, Spain: Sub-Director General of Banco Comercial para America, a joint venture of Bank of America ...

Education

  • 1966 - 1968
    Texas A&M University-Kingsville
  • 1962 - 1965
    Middle Tennessee State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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