Customer Service Manager

DIONISIO MENESES, JR 650-***-**** / ******@**.***

RESULTS-DRIVEN LEADER SEEKING IMPACTFUL ROLE

Portfolio Management Asset Management Risk Assessment Modeling Quantitative / Qualitative Tools Acquisitions Corporate / Industry Analysis Account Development Credit Underwriting Valuation

Ambitious self-starter who exhibits proven experience in portfolio management, investments, business development, analysis, and risk assessment / optimization in alignment with a company’s and / or client’s vision, value, and goals, and leads teams by example and with integrity to deliver services excellence. Top performer who contributes sharp analytical abilities and superior attention-to-detail. Bilingual communicator (English / Spanish) and solid relationship-builder who seamlessly liaises among C-level executives, business / financial teams, clients, and regulatory agencies while driving results.

CAREER HIGHLIGHTS

Noted for Charles Schwab’s “Key Contributor Program” as Managing Director/Portfolio Manager; enhanced hybrid Excel model by integrating macro/global factors; and achieved Fund Morningstar Return Ranking of 4 Stars.

Developed a new tradable investment product for Global Real Analytics utilizing Mortgage Backed Securities, including establishing underwriting criteria, providing risk rating, and presenting a new business plan/model.

Developed a new quantitative tool based on a Dividend Discount Model and several proprietary tools to screen stocks, assess pricing scenarios, history, management quality/styles, and other variables impacting investment decisions; tool supplemented the CMBS /REIT score in providing a ranking and determining an investment’s viability.

PROFESSIONAL SYNOPSIS

Principal, XDO, San Mateo, CA 1992-1997 / 2012 – Present

Provide forward-thinking investment services to individual / family and business

Evaluate clients’ needs and manage asset portfolios (e.g. real estate, stocks, bonds, insurance, fx)

Structure and manage lucrative partnerships

Loan Officer, Consolidation Plus (Member of Freedom Financial Network), San Mateo, CA 2013 – 2015

Contributed sharp analytical abilities toward providing solutions-focused debt consolidation loans to a diverse clientele.

Financial Advisor, Morgan Stanley Wealth Management, San Mateo, CA Menlo Park Complex, CA 2013

Gleaned clients individual needs and goals

Compiled detailed data & designed holistic financial plans in part with MoneyGuide Pro and NaviPlan

Managing Director Portfolio Manager, Charles Schwab Investment Management, San Francisco, CA 2007 – 2012

Launched highly successful Schwab Global Real Estate Mutual Fund (SWASX) – raised $250+ million in a month

Managed fund both strategically and operationally – risk, allocations, compliance, due diligence, research; executed & resolved trades / settlement issues, reconciliation, cash management – redemptions / purchases

Managed team of analysts

Shared insights with other PMs across a broad range of investments

Implemented and utilized: Bloomberg, FactSet, Charles River

Business Development – Road Shows, Investment Committees, Boards, Conferences, One-one w/ clients & other

Senior Portfolio Manager – Global Capital Markets, Global Real Analytics, LLC, San Francisco, CA 1997 – 2006

Conducted detailed industry analyses

Provide and support investment recommendations

Created, grew & advised Alliance Capital Management’s (Alliance Bernstein) $2-billion real estate mutual fund and $475-million Pinstripe CDO (CMBS) to achieve solid results

Facilitated quarterly reviews for long- / short-term goal assessment

Created marketing materials for new business development initiatives and modeled new products

Models or quantitative tools based on Microsoft Excel macros, custom

Customer Service / Reporting / Rebalancing/ etc with various software including Advent & Tamarac

Analyst / Private Equity / Joint Ventures/Acquisitions - Marcus & Millichap, Palo Alto, CA 1990 -1992

Structured projects, negotiated contracts, secured mortgages

Coordinated & Supervised construction

Developed a new pro forma model to track and evaluate investment performance utilizing Excel

EDUCATION & PROFESSIONAL DEVELOPMENT

B.A., Quantitative Economics & Decision Sciences (Scientific Perspectives Minors – Computer Science & Epistemology)

University of California, San Diego

CFP enrolled CFA Level 1 (Passed) NASD Series 7 & 66 (63&65)

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