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Claudia Chavarrieta
Nessuna posizione attualmente
Finance
Profilo
Ms. Claudia Chavarrieta is Institutional Marketing Representative at Capstone Asset Management Co., Inc. She is responsible for business and relationship development along with providing client service for institutional clients.
Prior to joining Capstone, Ms. Chavarrieta background included the firms Morgan Stanley and UBS International, Inc. At Morgan Stanley, her scope of responsibilities included developing and maintaining new investor relationships and acting as the liaison between the advisor and the client.
While at UBS International, she became a FINRA registered representative in 2002 and was responsible for trading equities and assisting the financial advisors in the investment process in addition to providing world class client service to ultra high net worth clients in Latin America.
Precedenti posizioni note di Claudia Chavarrieta
| Società | Posizione | Fine |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | - |
Crossmark Global Investments, Inc.
 Crossmark Global Investments, Inc. Investment ManagersFinance Crossmark provides asset allocation, investment advice, and discretionary investment management services that cover equity securities, options on equity securities, corporate debt instruments, government and agency securities, municipal securities, mutual funds, and exchange traded funds (ETFs). The specific investment style chosen for each individual client is based upon the goals, objectives and individual needs of the client. | Vendite & Marketing | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Crossmark Global Investments, Inc.
Crossmark Global Investments, Inc. Investment ManagersFinance Crossmark provides asset allocation, investment advice, and discretionary investment management services that cover equity securities, options on equity securities, corporate debt instruments, government and agency securities, municipal securities, mutual funds, and exchange traded funds (ETFs). The specific investment style chosen for each individual client is based upon the goals, objectives and individual needs of the client. | Finance |
