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Dionisio M

Financial Specialist - 15 Years of Experience - Near 94403

Occupation:

Financial Specialist

Location:

San Mateo, CA

Education Level:

Bachelor

Will Relocate:

YES

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Career Highlights * Noted by Charles Schwab's "Key Contributor Program" as Managing Director/Portfolio Manager enhanced hybrid Excel model by integrating macro/global factors and achieved Fund Morningstar Return Ranking of 4 Stars. * Developed a new tradable investment product for Global Real Analytics utilizing Mortgage Backed Securities, including establishing underwriting criteria, providing risk rating, and presenting a new business plan/model. * Developed a proprietary leading edge quantitative tool based on a Dividend Discount Model and several proprietary tools to screen stocks, assess pricing scenarios, history, management quality/styles, and other variables impacting investment decisions tool supplemented the CMBS /REIT score in providing a ranking and determining an investment's viability.

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