Carlos Solano Email & Phone Number | As a Financial Advisor, I help my clients by creating a Customized Financial Analysis and designing the more appropriate investment strategy to fit their goals, concerns and expectations for the future. The role requires monitoring and rebalancing portfolios; ability to understand and communicate performance and risks associated with different strategies; work ethic and fiduciary duty; daily and clear communication with bank partners; ability to communicate investments effectively; understanding of different investment products and market concepts; couching bankers and be in compliance with current bank and investment regulations.I started my career in Costa Rica and continued in Puerto Rico, Miami FL, and then San Antonio TX, all this time with Citibank. Initially as a Relationship Manager and then as a Financial Advisor responsible for managing, deepening, retaining and most importantly growing my own portfolio of clients by building great partnerships with bankers, lending advisors and business bankers.I was responsible for preparing and analyzing Balance Sheets, Income Statements and Cash Flow. Position required high understanding skills of the accounting process, attention to details, and the ability to effectively communicate with different departments and partners from other countries. I also managed and led the invoicing process for Central America where the timing and proper execution was crucial for a quickly and efficiently dispatch of merchandise.I was responsible for coordinating and ensuring the proper execution of the day to day operations. I also represented the Chamber Of Commerce in a special lottery project in coordination with government authorities and led a market research to identify opportunities for improvements in the community and with our members. Then I left the organization and the country to continue my studies in Customer Relationships and Quality Control in the USA.I was actively involved in the accounting process, managing the day to day activities, later I was promoted as Cashier Team Leader, responsible for managing people and running the sales process. It was a part-time position for around 5 years while I was studying my Bachelor Degree.

Carlos Solano

As a Financial Advisor, I help my clients by creating a Customized Financial Analysis and designing...
San Antonio, San Antonio, United States

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Carlos Solano’s Email carlos.solano@citigroup.com

Carlos Solano’s Phone Numbers

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Carlos Solano’s Location San Antonio, San Antonio, United States

Carlos Solano’s Current Industry JPMorgan Chase Bank, NA

Carlos Solano’s Prior Industry Citi | British American Tobacco | Chamber of Commerce | Super Cristian Supermarkets

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Work Experience

JPMorgan Chase Bank, NA

Vice President-Financial Advisor

2018-04-01 00:00:00 - Present

Citi

Assistant Vice President- Financial Advisor at Citi

2013-04-01 00:00:00 - 2018-04-01 00:00:00

British American Tobacco

Senior Financial Analyst

2012-05-01 00:00:00 - 2013-04-01 00:00:00

Chamber of Commerce

Executive Director Assistant

2010-07-01 00:00:00 - 2011-06-01 00:00:00

Super Cristian Supermarkets

Cashier Team Leader

2006-08-01 00:00:00 - 2010-07-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Carlos Solano

Carlos Solano is located at
San Antonio, San Antonio, United States

Carlos Solano is a As a Financial Advisor, I help my clients by creating a Customized Financial Analysis and designing the more appropriate investment strategy to fit their goals, concerns and expectations for the future. The role requires monitoring and rebalancing portfolios; ability to understand and communicate performance and risks associated with different strategies; work ethic and fiduciary duty; daily and clear communication with bank partners; ability to communicate investments effectively; understanding of different investment products and market concepts; couching bankers and be in compliance with current bank and investment regulations.I started my career in Costa Rica and continued in Puerto Rico, Miami FL, and then San Antonio TX, all this time with Citibank. Initially as a Relationship Manager and then as a Financial Advisor responsible for managing, deepening, retaining and most importantly growing my own portfolio of clients by building great partnerships with bankers, lending advisors and business bankers.I was responsible for preparing and analyzing Balance Sheets, Income Statements and Cash Flow. Position required high understanding skills of the accounting process, attention to details, and the ability to effectively communicate with different departments and partners from other countries. I also managed and led the invoicing process for Central America where the timing and proper execution was crucial for a quickly and efficiently dispatch of merchandise.I was responsible for coordinating and ensuring the proper execution of the day to day operations. I also represented the Chamber Of Commerce in a special lottery project in coordination with government authorities and led a market research to identify opportunities for improvements in the community and with our members. Then I left the organization and the country to continue my studies in Customer Relationships and Quality Control in the USA.I was actively involved in the accounting process, managing the day to day activities, later I was promoted as Cashier Team Leader, responsible for managing people and running the sales process. It was a part-time position for around 5 years while I was studying my Bachelor Degree.

Carlos Solano currently works in the JPMorgan Chase Bank, NA |

No Languages Available

Carlos Solano has prior
experience in the following industries:
Citi | British American Tobacco | Chamber of Commerce | Super Cristian Supermarkets

Carlos Solano has the following professional experience:
JPMorgan Chase Bank, NA | Citi | British American Tobacco | Chamber of Commerce | Super Cristian Supermarkets