Cfp® Claudia Batlle M.p.

Claudia M.P. Batlle, CFP®, is the Founder and Chief Investment Officer of Seaview Investment Managers since April 2019. Prior to that, they served as the Head of Asset Management at VectorGlobal WMG starting from January 2011. Claudia M.P. is also the Chief Executive Officer of Financial Planning & Management International since January 2018, where they provide financial educational services to women, families, and young adults. Claudia has extensive experience as the Founding Director of Fundacion Manos del Sur since 1999. Additionally, they serve as a Board Member for the Miami Chapter of Legatus International since January 2020.

Claudia M.P. Batlle, CFP®, has an extensive education history. In 1990, they earned a Bachelor's degree in Business Administration and Management, General from Florida International University. After that, they pursued further education and completed a program in Bond Analysis and Portfolio Management at the Gies College of Business - University of Illinois Urbana-Champaign in 1996. In 2015, they attended the University of Georgia - Terry College of Business where they studied Finance, General, although it is unclear if they obtained a degree from this institution.

To enhance their professional qualifications, Claudia also obtained various certifications. Claudia M.P. earned the CERTIFIED FINANCIAL PLANNER™ Professional designation from the CFP Board in April 2017. In addition to this, they hold additional certifications including a Certified Financial Planner (CFP) designation, as well as certifications from FINRA, namely Series 24, Series 66, Series 7, and Series 86/87. Claudia's dedication to continuing education is evident in their recent enrollment in the Executive Education program at The Wharton School, which they are expected to complete in 2022.

Overall, Claudia M.P. Batlle, CFP®, has acquired a broad range of educational qualifications and certifications that reflect their commitment to professional development and expertise in the field of financial planning.