Eduardo Chacon has a diverse work experience spanning various industries. Eduardo started their career as a Business Controller Intern at JP Morgan, where they supported investment banking activities and led budget and forecast processes. Eduardo then worked at BTG Pactual as a LATAM Equity Analyst, conducting fundamental valuations for small cap companies and coordinating back office operations. Eduardo later joined General Mills as a Brand Manager, where they increased sales and brand loyalty through consumer insights and financial KPIs. Eduardo then transitioned to the finance industry, working at Morgan Stanley as a Wealth Management Analyst and Registered Associate, providing financial planning and maintaining client relationships. Eduardo further expanded their role at Morgan Stanley as a Registered Associate in the international team, onboarding new clients and preparing financial reports. Most recently, they held positions at BCI Securities Inc and Bci Miami as a Vice President Investment Advisor and Vice President International Private Banker, respectively.
Eduardo Chacon completed their Bachelor's degree in Business Administration and Management from the Facultad de Ingeniería y Ciencias de la Universidad Adolfo Ibáñez in 2007. Eduardo went on to earn a Master's of Science degree in Finance, General from the same institution in 2008. Additionally, Eduardo has obtained several certifications, including the Series 3 certification from the National Futures Association in February 2019, and the Series 66 and Series 7 certifications from NASAA and the Financial Industry Regulatory Authority (FINRA) respectively, both in June 2016.
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