Carlos R.

Director of Financial Planning and Analysis at LTS

Carlos R. has a diverse work experience starting from 2007. Carlos began their career as a Junior Analyst at AKAMAI Capital LLC, where they focused on equity analysis and quantitative modeling. Carlos then joined Bank of Hawaii Corp. as a Portfolio Manager Associate, where they conducted asset allocation research and portfolio risk analysis.

In 2010, Carlos joined the Federal Deposit Insurance Corporation (FDIC) as a Risk Sharing Asset Management Specialist, managing a loss share relationship worth $1.5 billion. Carlos later took on the role of Senior Financial Analyst in the Division of Resolutions & Receiverships, where they assisted with portfolio and asset sales, and organized investor outreach events.

Carlos's most recent position is with LTS, where they began as a Sr. Financial Business Analyst and then progressed to become the Director of Financial Planning and Analysis in August 2019.

Carlos R. completed their Master of Science in Analytics (MSAn) from the American University - Kogod School of Business. Carlos attended the program from 2017 to 2019. Prior to that, they obtained a Bachelor of Business Administration (BBA) in Finance and International Business from the University of Hawai'i - Shidler College of Business, graduating in 2008.

In addition to their formal education, Carlos R. has obtained several certifications. Carlos completed the "Delegating from a Distance" course from LinkedIn in September 2021 and the "Agile Foundations" course, also from LinkedIn, in June 2020. In December 2017, they obtained the "Bloomberg Market Concepts - Bloomberg for Education" certification from Bloomberg LP. Carlos R. also holds the "Private Pilot - Single Engine Land" certification from the U.S. Federal Aviation Administration, earned in July 2017. Furthermore, they completed the "SharePoint 2013 Site Collection and Site Administration" course from Global Knowledge in June 2017. Prior to their formal education, in November 2016, Carlos R. completed "The Global Financial Crisis" course from Yale University Careers. Lastly, they obtained the "Certified SAFe® 5 Government Practitioner" certification from Scaled Agile, Inc. in June 2020.

Links

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Timeline

  • Director of Financial Planning and Analysis

    August, 2019 - present

  • Sr. Financial Business Analyst

    January, 2018

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