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Hipolito Valdez, CIMA®, CMA®

Hipolito Valdez, CIMA®, CMA®

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  • Timeline

  • About me

    CFO @ Family Health Source | CFA Level 2 Candidate

  • Education

    • Ashford University

      -
      Bachelor of Arts (B.A.) Economics Summa Cum Laude

      Activities and Societies: Golden Key International Honour Society, Sigma Beta Delta

    • Yale School of Management

      2017 - 2017
      Investment Mangement Theory and Practice

  • Experience

    • JPMorgan Chase & Co.

      Dec 2008 - Nov 2017

      • Auditor

        Sept 2016 - Nov 2017

      • Consumer and Community Bank VP

        Sept 2011 - Sept 2016

      • Banker

        Dec 2008 - Sept 2011

    • J.P. Morgan

      Nov 2017 - May 2019
      Wealth Management

    • Family Health Source

      Jun 2019 - now
      CFO

  • Licenses & Certifications

    • Certified Management Accountant

      Certified Management Accountant: CMA®
      Aug 2023
      View certificate certificate

    • Certified Specialist Accounting and Finance

      Healthcare Financial Management Association (HFMA)
      Apr 2020

    • 2023 CFA Level 2 Candidate

      CFA Institute
      View certificate certificate

    • Financial Statements Certificate of Achievement

      AccountingCoach
      Apr 2019
      View certificate certificate

    • Certified Investment Management Analyst® (CIMA®)

      Certified Investment Management Analyst®
      Mar 2018
      View certificate certificate