Eric Ulloa has a solid background in finance and investment, with experience working in various roles such as Portfolio Management Officer, Relationship Manager, and Senior Investment Banking Analyst. Through their positions at companies like BID Invest and Banistmo, Eric has demonstrated their expertise in financial analysis and risk management. Eric holds a Bachelor of Business Administration in Finance and Financial Management Services from Southern Methodist University, as well as a Master of Arts in International Business and Policy from Georgetown University. In addition, Eric has furthered their education by completing a diploma in Risk Management Tools from Tecnológico de Monterrey and passing the CFA Level 1 Exam through the CFA Institute.
January 1, 2024 - present
February, 2021
Chief Portfolio Management Officer at Xenoport
Project Portfolio Management Officer at Siauliu Bankas AB
Portfolio Management Officer at All-In-One Super-Market
Portfolio Management Officer, SVP at Vista Bank
Portfolio Management Officer Infraestructura Y Energía at IDB Invest