Maria Elena Morales Manzano

Investor Relations & Business Development at Augustus Capital Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Languages
  • Spanish Native or bilingual proficiency
  • English Native or bilingual proficiency
  • Portuguese Limited working proficiency
Skills

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Credentials

  • Series 7, Series 66 and Life & Health Insurance License
    -

Experience

  • Augustus Capital Asset Management
    • Spain
    • Investment Management
    • 1 - 100 Employee
    • Investor Relations & Business Development
      • Oct 2020 - Present
  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • Client Service Executive
      • Jan 2020 - Oct 2020

      * Provided account services to customers by receiving deposits, cashing checks, issuing savings withdrawals, exchanging foreign currency; reconciled cash drawer, safe-deposit box, and ATM. * Opened checking accounts and credit cards; assisted clients with accessing and using online banking. * Cross-sold bank products by informing customers of new services and product promotions. * Complied with bank operations and security procedures by participating in all control functions. * Maintained customer confidence and protected bank operations by keeping information confidential. Show less

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Financial Advisor
      • Nov 2014 - Jan 2016

      * Partner with SFAs to help clients attain wealth management objectives (book of business USD$90MM). * Executing sales strategies to promote advisory portfolios, lending products and insurance products. * Prepare portfolio proposals. * Ensure compliance with regulatory requirements and internal compliance policies. * Use of SmartStation 2.0 platform and Reuters. * Obtained FINRA licenses S-7 and S-66 from November 2014 to February 2015. * Obtained Life & Health Insurance License in September 2014. Show less

  • HSBC Private Bank
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor - Client Relationship Manager
      • May 2010 - Apr 2014

      * Cultivate and manage new and existing client relationship of HNW and UHNW clients (USD $110MM portfolio). * Promote a full array of wealth management and private banking products and services, i.e. stocks, bonds, mutual funds, discretionary portfolios, trusts, “back to back loans”, currency trading, etc. * Processing clients’ trading requirements and monitoring of stock market orders, deposits, wire transfers, fees, due dates. Obtaining bond prices from price providers. * Liaising with various departments within the bank. * Ensuring that all policies and regulations are adhered to internal control and compliance (i.e. KYC preparation) * Use of Reuters, Bloomberg, PIP- Bond price providers and HSBC internal system (VAX). Show less

  • Bloomberg LP
    • United States
    • Financial Services
    • 700 & Above Employee
    • Data Analyst
      • Jun 2008 - Apr 2010

      Syndicated loans data analyst. Syndicated loans data analyst.

  • KPMG US
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Auditor
      • Nov 2004 - Oct 2006

Education

  • Universidad de Alcalá
    Masters in Finance & Banking, Banking and Finance
    2006 - 2007
  • Tecnológico de Monterrey, Campus Guadalajara
    B.A. in Accounting and Finance, Accounting and Finance
    1998 - 2002

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