Manager Registered

Daniel Ruiz MBA

*** ****** ***, ***** ****, CA **025

Cell 609-***-**** *************@*******.***

International Finance Professional

Investment Professional Currency Allocation International Tax Budgeting

Experienced top-down global finance manager across many different strategies and markets for Fortune 100 Global Companies. Over 25 years entrepreneurial experience in launching, developing and managing mutual funds and ETF in the international arena. Strong sovereign risk, corporate risk, economic and political analysis skills, specializing in their applicability across different investment strategies for long only, hedge funds and institutional accounts. Excellent communication skills with a proven ability to develop strong internal and external relationships. Superb leadership capacity helping to coordinate different teams and develop corporate cultures towards a common goal while maintaining solid results.

Multi-lingual: Fluent in English, Spanish and Portuguese and knowledge of Russian and French.

Additional capabilities:

Institutional and Retail Client Experience

Investors Relations

Investment and Product Strategy Development

Financial Modeling.

PROFESSIONAL EXPERIENCE

BlackRock, San Francisco, CA 2009 - 2018

Director – International Portfolio Manager

Provided daily management of the company’s first ETF dedicated to Fixed Income Emerging Markets.

Oversaw funds that grew from $400 million in 2009 to more than $6.5 Billion in 2012. EMB fund (and its European versions) stood at 24.0 Billion by the end of 2018. This achievement surpassed the growth in U.S. High Yield products.

Launched diverse products, including the first Fixed Income ETF’s in Mexico and Global Inflation Linked products.

Coordinated globally with strategists on the launch of products in the US, UK, Singapore, Mexico and Brazil.

BlackRock, New York, NY 2005 - 2008

Director – International Portfolio Manager

Overseeing of $4.0B in mutual funds, institutional and hedge fund accounts, all managed against different benchmarks.

Built separate accounts based on performance given strong track record of money managed. Managed Flagship Fund - earning an A-rating from Morningstar.

Prepared presentations on special topics of interest, such as currency pegs, for the Investment Strategy Group.

Managed funds for top or second quartile performance in their categories.

Successfully liquidated international distressed portfolios at ex-post cost much lower than forecasted.

Marketed Fixed Income products overseas in Asia and Europe.

Acted as Currency Options Strategist

Merrill Lynch Investment Managers, Plainsboro, NJ 1994 - 2005

Vice President – International Portfolio Manager

Provided daily management of the broadest family of Emerging Market Fixed-Income Mutual Funds in the industry. Managed the initiation of institutional accounts.

Pioneered the launch of the second-ever registered local currency fund in the world. Fund size increased to more than $2.0B by 2008 from 80 million at launch. Fund became second largest in the off-shore, fixed income Merrill Lynch platform.

Started managing Emerging Asian Funds

Portfolios dedicated to Mexico received multiple awards (Top Performer – 5 years, Top Performer 1 year).

Participated in corporate credit restructuring, predominantly Asian credits.

Gained the first non-investment grade institutional mandate for the Fixed Income platform

Helped high yield team find cross-asset class value for their investments.

Strategies paid off for more than 200 bpts annual active returns.

West Valley Flying Club, Palo Alto, CA 2010 – Present

Board of Directors – Treasurer

Ad honorem Board Member to the second largest Non-Profit Flying Club in the US.

Work on the strategic growth, budget, tax forms and helped analyze mergers and acquisitions for the club.

Skybatics, Napa, CA 2015 – Present

Board of Directors – Treasurer

Ad honorem Founding Board Member. Skybatics is a Non-Profit Organization dedicate to introduce High School students to different STEAM careers they can pursue within the aviation and aerospace industry.

Independent Research on Markets’ Volatility 1990 - 1991

Provided simulation analyses of different types of investment strategies and their influence on equity market volatility using SIMSCRIPT. Research was conducted under the mentorship of Harry Markowitz.

Simulation encountered challenges to previous conclusions that Constant Portion Portfolio Insurance was a factor in volatility of equity markets.

EDUCATION

University of Miami, FL 1991 - 1993

Master of Business Administration-MBA in Finance and International Business

University of Miami, FL 1991 - 1994

Post Graduate studies in Operations Research

Universidad Latina de Costa Rica, San José, Costa Rica 1987 - 1990

Bachelor in Economics

Universidad Autonóma de Centro América, San José, Costa Rica 1987 - 1990

Bachelor in Business Administration

SPECIAL SKILLS

Expert in Bloomberg Systems, BlackRock Solutions, Yield Book, SaaS funding, Reuters systems, Quickbooks, Expensify. Various computer languages

Private Pilot, Instrument rated – over 800 Hrs PIC.

Contact this candidate