Carlos Pérez-Cotapos Ugarte

Carlos Pérez-Cotapos Ugarte has a diverse work experience. Carlos started their career in 2012 as a Práctica Profesional at Río King. In 2013, they worked as a Práctica Profesional at Megacentro. In 2017, they joined LarrainVial as an FX Sales Trader, where they gained experience in the financial services industry. In 2018, they became a part of Moneda Asset Management as a Wealth Management Advisor. Carlos then progressed to the role of Wealth Management Associate before eventually becoming the Head of Sales in 2023. Throughout their career, Carlos has gained valuable expertise in asset management, wealth management, and sales.

Carlos Pérez-Cotapos Ugarte obtained a bachelor's degree in Comercial Engineering from Universidad de los Andes (CL) from 2009 to 2013. Prior to that, they completed their elementary and high school education at Colegio Tabancura from 1997 to 2008. Additionally, Carlos received a certification in Conocimientos para la Intermediación de Valores from the Comisión para el Mercado Financiero (CMF). There is no specific information about the field of study for their degree or the obtained month and year for their certification. Furthermore, in 2005, Carlos attended Treasure Mountain Middle School in Salt Lake City, although no degree or field of study is mentioned for that period.

Links


Org chart