Jorge Obieta

Jorge Obieta is an experienced professional in the finance industry. Jorge started their career at Bulltick Capital Markets in 2005, where they served as a Partner and Head of Equity Sales in Colombia and Peru until 2015. At Bulltick, Jorge was responsible for developing and managing client relationships, generating trade ideas, and making recommendations in equities and other asset classes.

In 2015, Jorge joined XP Investments as a Partner and Head of Latin America Equity Sales and Trading. In this role, they oversaw more than $500 billion of assets under management across several countries in the Latin American region. Jorge interacted with key stakeholders such as CFOs, CIOs, and Portfolio Managers, and was responsible for developing and managing client relationships with banks, pension funds, insurance companies, and other financial institutions. Jorge also provided buy-side accounts with trade ideas and relative value recommendations in equities and other asset classes.

Throughout their career, Jorge has demonstrated their expertise in client relationship management, trade generation, and recommendation making in the finance industry.

Jorge Obieta's education history is as follows:

Jorge completed their Master of Business Administration (MBA) in Business Administration and Management, General from Northwestern University - Kellogg School of Management in 2016. In the same year, they also pursued a finance program specializing in International Finance at Guanghua School of Management, Peking University.

In 2008, Jorge participated in an executive education program on Value Investing at Columbia Business School, focusing on finance. Jorge also completed a similar executive education program on Finance at Tecnológico de Monterrey in 2005, with a focus on Accounting and Finance.

Jorge obtained their Bachelor's degree in Industrial Engineering from Universidad Anáhuac in 2004.

In addition to their educational qualifications, Jorge holds several certifications related to the financial industry. Jorge has completed the Series 24 - General Securities Principal Qualification Examination, Series 3 - National Commodities Futures Examination, Series 4 - Registered Options Principal Qualification Examination, Series 57, and Series 7 - General Securities Representative Qualification Examination. The institution responsible for these certifications is the Financial Industry Regulatory Authority (FINRA). The specific months and years of obtaining these certifications are not provided.