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Haldo Cabrera

Haldo Cabrera

Portfolio Manager

Followers of Haldo Cabrera929 followers
location of Haldo CabreraSan Francisco, California, United States

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  • Timeline

  • About me

    Associate Director at IEQ Capital

  • Education

    • John A. Ferguson Senior High School

      2008 - 2012

    • University of Southern California

      2012 - 2016
      Bachelor of Science (B.S.) in Business Administration, Bachelor of Science (B.S.) in Accounting

      Activities and Societies: Trojan Investing Society, Trojan Trading Group, Global Brigades @ Marshall, Beta Alpha Psi, Marshall Learning about International Commerce (LINC) Program, Marshall Career Advantage Program, Net Impact, Emerging Leaders Program Specialization in Mobile App Development

  • Experience

    • USC Marshall Undergraduate Student Investment Fund

      Sept 2015 - May 2016
      Portfolio Manager

      AUM: $3MM

    • Citi

      Jun 2016 - Feb 2022
      Investment Associate

    • IEQ Capital

      Mar 2022 - now
      Associate Director

  • Licenses & Certifications

    • Series 7

      Financial Industry Regulatory Authority (FINRA)

    • CFA Institute - 2016 Research Challenge - Local Participant

      CFA Institute
      View certificate certificate

    • Series 31

      FINRA
      Feb 2019

    • Series 66

      Financial Industry Regulatory Authority (FINRA)

  • Honors & Awards

    • Awarded to Haldo Cabrera
      Andrew and Elizabeth Lock Sun Endowed Scholarship Leventhal School of Accounting Apr 2015
    • Awarded to Haldo Cabrera
      Scholar of the Year Finalist Hispanic Scholarship Fund Apr 2015
    • Awarded to Haldo Cabrera
      General College Scholarship (Altria Group) Hispanic Scholarship Fund Aug 2014
    • Awarded to Haldo Cabrera
      The Crowe Horwarth LLP Scholarship Leventhal School of Accounting Apr 2014
    • Awarded to Haldo Cabrera
      Platinum Scholar Award Latino Honor Society Oct 2013
    • Awarded to Haldo Cabrera
      Bobby Schwartz Memorial Endowed Scholarship Marshall School of Business Aug 2013
    • Awarded to Haldo Cabrera
      USC Academic Achievement Award Office of Undergraduate Programs Aug 2013
    • Awarded to Haldo Cabrera
      Dean’s List Marshall School of Business Jan 2013
    • Awarded to Haldo Cabrera
      Emerging Leaders Program Strategic Thinker of the Year Office of Campus Activities Jan 2013
    • Awarded to Haldo Cabrera
      Spirit Award USC Auxiliary Services Jan 2013

  • Volunteer Experience

    • Volunteer

      Issued by Boys & Girls Clubs of San Francisco on Jul 2015
      Boys & Girls Clubs of San FranciscoAssociated with Haldo Cabrera

    • Tutor

      Issued by Junior Achievement on Sept 2014
      Junior AchievementAssociated with Haldo Cabrera

    • Volunteer

      Issued by Tailgate Waste Diversion Project on Oct 2014
      Tailgate Waste Diversion ProjectAssociated with Haldo Cabrera

    • Volunteer

      Issued by Los Angeles Regional Food Bank on Sept 2014
      Los Angeles Regional Food BankAssociated with Haldo Cabrera