Carlos Soriano

Carlos Soriano, CIMA®, has a diverse work experience spanning over two decades. Carlos began their career as an Account Executive at Star International USA Corp in 1995 and later transitioned to Data Processing Sciences Corp as an Account Representative. Moving into the financial sector, they served as a Financial Advisor at UBS Financial Services Inc., Bear Stearns & Co., and Oppenheimer & Co. before taking on roles at Calamos Investments. At Calamos Investments, they held positions such as Investment Consultant - International, Associate Vice President, and Vice President, where they were responsible for driving and retaining asset flows into mutual funds and expanding the company's client base. Carlos has received awards for their achievements, such as the "Calamos Gold Circle Award" for 2020 Gross and Net Sales and achieved significant market share in various categories.

Carlos Soriano, CIMA®, holds a B.S. in Computer Science from Quincy University (1991-1995) and an MBA in Financial Analysis & International Business from DePaul Driehaus College of Business (2002-2004). Carlos also completed high school at Instituto Carlos Gracida (1986-1990) and studied Civil Engineering at Instituto Tecnológico de Oaxaca (1990-1991). In addition, they obtained the UniFi by CAIA™ Private Debt Microcredential from the CAIA Association in 2023.