Edgar Penela

Chief Financial Officer at Boreal Capital Management

Edgar Penela, MBA, has a diverse work experience spanning over multiple industries. Edgar is currently working as the Chief Financial Officer at Boreal Capital Management, a position they started in May 2022. Prior to this, they held the role of Vice President Finance at the same company from July 2021 to June 2022.

Before joining Boreal Capital Management, Edgar worked at Insigneo from 2016 to 2021. Edgar initially served as the Controller from September 2016 to January 2019 and later advanced to the position of VP of Accounting from January 2019 to July 2021.

From 2012 to 2016, Edgar worked as a Corporate Finance and Accounting Manager at Mobile Financial Services - A MasterCard and Telefonica International Joint Venture.

Prior to that, they gained experience at Newlink Group as a Business Manager from 2006 to 2012.

Edgar also served as a Controller at Billfishing, Inc dba Artmarina from 2003 to 2006.

Their earlier career includes working as a Senior Analyst of Economy and Finance at Verizon - CANTV from 1996 to 2001 and as a Senior Credit Analyst at CorpBanca from 1994 to 1996.

Overall, Edgar Penela, MBA, has held various financial and managerial roles throughout their career in different companies, showcasing their expertise in finance and accounting.

Edgar Penela, MBA, completed their Master in Business Administration degree in Accounting and Finance at Argosy University Sarasota from 2002 to 2004. Edgar earned their Bachelor's Degree in Business Administration from Universidad Metropolitana (VE) between 1990 and 1996. Prior to that, Edgar completed their Bachelor in Science degree at Colegio Champagnat from 1977 to 1989. Edgar is also currently pursuing the Series 27 certification from FINRA (Financial Industry Regulatory Authority).

Location

Miami, United States

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Boreal Capital Management

We are an independent multi-disciplinary wealth management services firm, true fiduciary with a clear goal of providing our clients with a full array of solutions. We have a global presence with branches located in Switzerland and the US. Privately owned, Boreal Capital Management forms part of the banking group, Mora Banc Group SA. Founded in 1952 and wholly owned by the Mora family, allowing us to take the long-term view, free from the market pressures of quarterly results, while keeping our interests firmly aligned with yours.


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51-200

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