Suggestions
Hernan Morales
Bachelor of Business Administration (B.B.A.) at Campbell University, Lundy-Fetterman School of Business
Hernan Morales is a dedicated professional with a background in successfully selling ideas and products to achieve organizational objectives. With a strong entrepreneurial mindset, he has launched and managed two profitable small businesses, showcasing his ability to raise capital effectively.
Hernan has excelled in diverse work environments, from self-directed settings with defined goals to collaborative team settings, consistently meeting organizational objectives. He possesses exceptional time-management skills and a talent for rapidly grasping complex technical concepts.
His strong written and verbal communication skills extend to both Spanish and English languages, enhancing his versatility and global communication capabilities.
Hernan's specialties include a wide range of financial instruments such as derivatives, equities, options, commodities, bonds, and more. He is well-versed in global futures, FXs, margin accounts, and risk management, exhibiting proficiency in trade desk support and financial services operations.
His expertise also covers broker/dealer operations, banking, credit, and investing, underpinned by skills in teamwork, problem-solving, attention to detail, research, customer focus, and due diligence.
In terms of technical competencies, Hernan is experienced with Bloomberg Station, Libor, mutual funds, CDs, ETFs, CDOs, Euroclear, DTC, and structured notes settlements. He holds FINRA licenses Series 6, 7, and 63, further underscoring his dedication to the financial services industry.
Education-wise, Hernan studied Business Administration and Management at Campbell University, Lundy-Fetterman School of Business, and also engaged in business and economics studies at the same institution.
His professional experience includes roles such as Regional Manager LATAM at ViewTrade Securities, Inc., Director Operations LATAM/Business Development LATAM at Pinnacle Capital Markets, and Derivatives Analyst - Equity Swaps at Credit Suisse. Prior to these positions, he served as a Financial Specialist at Bank of America and a Mutual Fund Specialist focusing on client relationships at Vanguard.
