Verified recordInvestment Banking

Diego Arancibia

Financial Advisor at Smart Investment

Based in Uruguay

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Seniority

Staff

Department

Finance & Accounting

Location

Uruguay

Industry

Investment Banking

Company size

17

Contact information

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Email

1 credit

d•••••••@smartinvestment.trade

Phone

5 credits

+598 ••• •••• ••••

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Background

About Diego Arancibia

As a Financial Advisor I am passionate about helping clients to plan for and reach their short, mid, and long term financial goals. I am focused on providing knowledge and objective financial guidance driven by the individual need of each client with investment advice, wealth management, and tax and retirement planning. I am self motivated, independent, resourceful and dependable. I currently hold FINRA Series 7, 63 and SIE licenses and have passed Level I of the CFA (Chartered Financial Analyst) Program. I am a candidate for Level II exam. Prior to Smart Investment I worked as a Financial Advisor at Banco Santander, Private Banking SELECT helping clients to build, manage and develop their wealth. Before Santander I was part of the team in CAF Latin-American Development Bank working as a private equity funds analyst and assisting executives with compliance.

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Diego Arancibia Email & Phone Number @ Smart Investment | Kipplo Discover