Ricardo A. Lima

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Profil

Mr. Lima is a graduate of the University Of Dallas Graduate School Of Management and holds an MBA in Corporate Finance.
He also completed his undergraduate studies at Southern Methodist University in Dallas, Texas where he earned his Bachelor of Science in Economics.
Mr. Lima brings nine years of combined experience in Private Banking, Brokerage and Asset Management with expertise in portfolio and risk management, as well as consultative business development and relationship management.
He is Bilingual and speaks, reads and writes Spanish fluently.
Prior to joining Fiduciary Financial, Mr. Lima was Assistant Vice President with a large Private Bank wealth management team.
He also served as a portfolio manager and actively managed a $500 million portfolio of private bank clients consisting of individuals, foundations, endowments, employee benefit plans and trusts.

Anciens postes connus de Ricardo A. Lima

Sociétés	Poste	Fin
Fiduciary Financial Services of the Southwest, Inc.	Gestionnaire de Portefeuille-Actions	01/02/2007