Jeancarlo Pallais
Vice President - Institutional Sales and Trading and Financial Advisor
Jeancarlo Pallais has been working as a Vice President - Institutional Sales and Trading and Financial Advisor at Efg Capital International Corp. since 2019. Moreover, this person has on-the-job experience at more than six companies in the related field. Jeancarlo has a total work experience of 13+ years. Jeancarlo Pallais studied at the Florida International University from 2014 to 2014. Jeancarlo has professional certification as Series 7 and this expert has studied English and Spanish. Jeancarlo Pallais can be found in Miami, Florida – where the professional is currently located. You can contact with Jeancarlo by looking for phone number or email address or find further information by requesting access to this professional's details.
Name variants:
Jeancarlo Pallais
Last updated May 14, 2024
Contact Information
Workplace
Vice President - Institutional Sales and Trading and Financial Advisor
Miami, FL
Industry
Financial Services, Security Broker/Dealer
Colleagues
Work History
Vice President - Institutional Sales and Trading and Financial Advisor
701 Brickell Ave, Miami, FL 33131
from Oct 2019
Vice President - International Relationship Manager
3191 Coral Way, Miami, FL 33134
Developed new international and domestic relationships with individual and commercial clients
Managed and improved quality of deposit and related loan portfolios (440+ accounts) and increa...
Nov 2015 — Apr 2017
Vice President - Sales and Trading and Wealth Management
Aug 2008 — Nov 2015
Senior Financial Analyst
Implemented and controlled the bank
s new budgeting system database as well as the management information system to improve the effectiveness and efficiency of the bank
s profit and cost ...
Mar 2007 — Aug 2008
Credit Analyst
Analyzed financial and credit related data to estimate degree of risk involved in extending credit to individuals, corporations, and financial institutions
Prepared financial statement spr...
Oct 2006 — Feb 2007
Education
2014 — 2014
2006 — 2006
2005 — 2005
Occupations
Executive
Vice President
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Investment Advisory
Private Banking
Portfolio Management
High Net Worth Individuals
Relationship Management
Investment Banking
Capital Markets
Sales
Trading
Investments
Financial Services
Financial Analysis
Finance
Developed Markets
Fixed Income
Investment Strategies
Negotiation
Teamwork
Cross Selling
Due Diligence
Emerging Markets
Equities
Structured Products
Alternative Investments
Foreign Exchange
Commodity
Mutual Funds
Asset Allocation
Bloomberg
Budgeting
Management
Entrepreneurship
Real Estate
Team Leadership
Nonprofits
Loans
FAQs about Jeancarlo Pallais
What's the main profession of Jeancarlo Pallais?
The expert is a Vice President - Institutional Sales and Trading and Financial Advisor.
What are the profession of Jeancarlo?
These person's professions are Executive and Vice President
Where is Jeancarlo Pallais located?
Jeancarlo is currently located in Miami, Florida.
Where did Jeancarlo Pallais work?
The expert worked at Efg Capital International Corp., Invex.
What education does Jeancarlo Pallais have?
Jeancarlo studied at the Florida International University from 2014 to 2014.
What are the certifications of Jeancarlo Pallais?
Jeancarlo Pallais received the following certifications: Series 7.
What languages does Jeancarlo Pallais speak?
Jeancarlo Pallais speaks English and Spanish.
What is the industry that Jeancarlo Pallais worked in?
This professional works in Financial Services industry.