Ricardo Soto

Associate, Portfolio Analytics at Obra Capital

Ricardo Soto has a diverse work experience spanning multiple industries. Ricardo started their career at Academy Sports + Outdoors, where they worked as a Hunting and Fishing Sales Associate from August 2016 to June 2017. Later, they joined RLS International Transport as an Accounting Assistant from August 2017 to February 2018, where they reviewed and organized important documents and assisted with payroll and vendor checks. Ricardo then advanced to the role of an Accounting Analyst at the same company from February 2018 to August 2018. Ricardo joined Regents Capital Corporation in October 2019 as an Account Executive, where they analyzed major accounts, developed relationships with C level executives, and provided leasing and financing solutions. Currently, they are working at Obra Capital as an Asset Management Analyst since February 2020. Recently, they have also taken on the role of an Associate in Pricing & Optimization at the same company starting from October 2022.

Ricardo Soto's education history is as follows. Ricardo obtained a Bachelor of Business Administration (BBA) degree with a focus on Economics from Texas State University from 2018 to 2019. Prior to that, they pursued a Bachelor's degree in International Economics at Texas A&M International University from 2016 to 2018. Ricardo completed their high school education at United High School, receiving a diploma in 2016.

In addition to their formal education, Ricardo has obtained various certifications. In 2020, they completed the "Excel: PivotTables in Depth" and "Excel: PivotTables for Beginners" courses from LinkedIn. In 2017, they obtained the "VITA/TCE Certification: Advanced Exam", "VITA/TCE Certification: Intake/Interview and Quality Review Exam", and "VITA/TCE Certification: Volunteer Standards of Conduct - Exam" from the Internal Revenue Service. In 2015, they completed the "Visual Communication using Adobe Photoshop CS6" course offered by Adobe. In 2014, they obtained the "CareerSafe" certification from K2Share - Security Beyond Compliance and the "Microsoft Office Specialist: Microsoft Office 2010 (MOS)" certification from Microsoft Office Training.

It is important to note that no assumptions or claims are made outside of the provided information.

Links

Timeline

  • Associate, Portfolio Analytics

    July 1, 2023 - present

  • Associate, Pricing & Optimization

    October, 2022

  • Asset Management Analyst

    February, 2020

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