Bio
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Topline AI
Ronald E. Marcos is a seasoned finance professional with extensive experience in commodities, capital markets, and project management. He holds multiple certifications including PMP, PgMP, PMI-ACP, CSM, and PRINCE2, demonstrating his expertise in program management, portfolio management, and agile methodologies. He is based in the Greater Chicago Area.
Credentials
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Commodities Fundamentals
Corporate Finance InstituteJan, 2023- Apr, 2026 -
Equity, FX, and Rate Futures
Corporate Finance InstituteJan, 2023- Apr, 2026 -
Futures Pricing and Commodity Futures
Corporate Finance InstituteJan, 2023- Apr, 2026 -
Hedge Fund Fundamentals
Corporate Finance InstituteJan, 2023- Apr, 2026 -
Introduction to Capital Markets
Corporate Finance InstituteJan, 2023- Apr, 2026 -
Options Hedging and Trading Strategies
Corporate Finance InstituteJan, 2023- Apr, 2026 -
Portfolio Management Fundamentals
Corporate Finance InstituteJan, 2023- Apr, 2026 -
Prime Services and Securities Lending
Corporate Finance InstituteJan, 2023- Apr, 2026 -
Professional Ethics
Corporate Finance InstituteJan, 2023- Apr, 2026 -
Securitized Products (Part 1)
Corporate Finance InstituteJan, 2023- Apr, 2026 -
Swaps Fundamentals
Corporate Finance InstituteJan, 2023- Apr, 2026 -
Understanding Options
Corporate Finance InstituteJan, 2023- Apr, 2026 -
Derivatives Fundamentals
Corporate Finance InstituteDec, 2022- Apr, 2026 -
Equity Markets Fundamentals
Corporate Finance InstituteDec, 2022- Apr, 2026 -
Fixed Income Fundamentals
Corporate Finance InstituteDec, 2022- Apr, 2026 -
Spot Foreign Exchange
Corporate Finance InstituteDec, 2022- Apr, 2026 -
Technology Acceleration Program
Wharton Executive EducationDec, 2022- Apr, 2026 -
PRINCE2 Foundation
APMG-InternationalJan, 2010- Apr, 2026 -
PMI-Agile Certified Practitioner (PMI-ACP)
Project Management InstituteJan, 2014- Apr, 2026 -
Certified ScrumMaster (CSM)
Scrum AllianceJan, 2019- Apr, 2026 -
SAFe 5 Lean Portfolio Manager
Scaled Agile, Inc.Nov, 2020- Apr, 2026 -
Certified SAFe 5 Agilist
Scaled Agile, Inc.Oct, 2020- Apr, 2026 -
Portfolio Management Professional (PfMP)
Project Management InstituteJan, 2015- Apr, 2026 -
Adult and Pediatric First Aid/CPR/AED
American Red CrossOct, 2022- Apr, 2026 -
PMI Risk Management Professional (PMI-RMP)
Project Management InstituteJan, 2017- Apr, 2026 -
Program Management Professional (PgMP)
Project Management InstituteJan, 2008- Apr, 2026 -
Project Management Professional (PMP)
Project Management InstituteJan, 2001- Apr, 2026 -
PRINCE2 Practitioner
APM GroupJan, 2013- Apr, 2026 -
EMCPA (Information Storage and Management)
EMCJan, 2009- Apr, 2026 -
ITIL V3 (Foundation)
EXINJan, 2009- Apr, 2026
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Industry Focus. “Investment Banking”
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References
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