Tutor profile: Manuel V.

Investment advisory for institution and private clients. Strategies focus on convertible bonds.

• Conducting PARs (Portfolio Account Reviews) for +40 families, analyzing client equity and fixed income portfolios, obtaining yearly performance of stock holdings, and offering general client service and team support. • Analyzing a variety of portfolio strategies (value, growth, dividend, environmental) using our internal database, Bloomberg, and other resources provided by RNC Genter. • Working closely with clients to evaluate asset allocation based on specified objectives and goals, and then implementing the appropriate investment solution.

• Conducting and presenting company cost analysis to leadership team, identifying opportunity for nearly 15% in cost savings through sourcing optimization. • Detailed cash forecasting for accounts receivable based off customers’ average day to pay • Managing inventory of warehouse produce, receiving and auditing shipments of over 1MM pounds in produce weekly. • Scheduling, coordinating, and conducting import and export procedures for inbound and outgoing shipments. • Implementing and optimizing shipping cycle, ensuring efficiency and customer...