Eric Ulloa

Portfolio Management Officer at IDB Invest

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.

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Timeline

  • Portfolio Management Officer

    January 1, 2024 - present

  • Investment Associate

    February, 2021