Financial & Investment Advisor @ Ricaldo Zavala International Focus Strategy
Director Paris Branch & Asset Manager @ Synthesis Banking Group
Senior Partner & President- Paris Branch @ Financiere Rembrandt
Bachelors Degree, Philosophy @
Lycée Carnot University
For more than 20 years Ricaldo has assisted clients in achieving their financial goals. As a multi-lingual, self-motivated, and accomplished Wealth Management Leader, he has a demonstrated success driving multi-million dollar growth across the globe, overcoming the challenges resulting from one of the most difficult events in the history of the financial markets. His comprehensive understanding of
For more than 20 years Ricaldo has assisted clients in achieving their financial goals. As a multi-lingual, self-motivated, and accomplished Wealth Management Leader, he has a demonstrated success driving multi-million dollar growth across the globe, overcoming the challenges resulting from one of the most difficult events in the history of the financial markets. His comprehensive understanding of the diverse facets of financial planning includes traditional and global investments, banking, mergers and acquisitions, and estate and succession planning.
As an independent Financial Advisor, he applies extensive global investment expertise to appropriately advise his clients consisting of high net worth family offices, businesses and individuals. By developing long term relationships, Ricaldo is able to objectively support his clients, determining their risk threshold and providing proper solutions for his clients.
Financial & Investment Advisor @ Ricaldo Zavala International Focus Strategy is an independent financial planning consultancy providing investment and wealth management services.
Serving as asset manager to high net worth family offices and individuals, managing approximately $300 million
Developing, managing, and retaining high and ultra-high net worth client relationships, providing preservation of capital, modest growth and a respectable rate of return
Meeting with clients, lawyers and advisors to conduct comprehensive portfolio reviews, preparing customized asset allocation suggestions based on client objectives and risk profile
Using expert understanding of multiple investment vehicles, including equities, structured products, foreign exchanges and derivatives
Adhering to internal and external policies and procedures related to securities transactions, codes of conduct, and SEC compliance regulations From 2004 to Present (11 years) Greater San Diego AreaDirector Paris Branch & Asset Manager @ Synthesis Banking Group is a private bank that provides all services related to asset management.
Handling all branch manager responsibilities, overseeing 20 employees plus day to day branch operations including budget and payroll
Accountable for all bank investment decisions
Serving as personal adviser to wealthy individuals, institutions and private companies as well as the European Equity Fund, high net worth individuals modeling their investment portfolios in Europe and the U.S.; over $1 billion under management From 2002 to 2003 (1 year) Senior Partner & President- Paris Branch @ Financiere Rembrandt is one of the oldest banking families in France and Switzerland.
Directing branch operations overseeing 80 employees, from front and back office to asset managers, traders, and analysts
Overseeing all asset management including mergers and acquisitions
Focusing on private equity and individual asset management to effectively reach $1 billion under private asset management; personal adviser to wealthy individuals and European Equity Fund From 1997 to 2002 (5 years) Asset Manager @ ING is the oldest banking group in Holland.
Managing high net worth individuals; maintained personal client base of more than 100, representing over $1 billion in market investment
Advising the TLA European Investment Equity Fund
Using solution-based approach to provide financial services; facilitated investment reviews with clients to validate investment objectives and prepare recommendations of appropriate investments From 1996 to 1997 (1 year) Head of Investment @ TLA Asset Management is a diversified financial services company providing investment and wealth management services.
Advising large European Equity Fund and public companies, accountable for assets in excess of $1 billion From 1991 to 1995 (4 years) President of International Trading Department @ Magnin Cordelle is a financial services company providing investment and wealth management services.
Recruiting, managing and training over 60 employees including analyst, traders and brokers
Advising European Investment Equity Fund and served as trading desk head, responsible for all trades executed on all stock markets; market share between 10% and 15% of the daily volume on the Paris Stock Exchange
Receiving a monumental one-day order from the IBM Retirement Pension Fund for $200 million, which at the time was the first order to exceed the average daily volume on the Paris Stock Exchange
Overseeing the sale of Chrysler’s 13% stake in Peugeot, sealing his status in the European financial world and instantly becoming one of the most famous traders in Europe
Clients included Goldman Sachs, Salomon Brothers, JP Morgan, Credit Suisse, UBS, ING and Deutshe Bank From 1985 to 1991 (6 years) Stockbroker @ From 1980 to 1985 (5 years)
Economics Coursework @ Columbia University in the City of New YorkBachelors Degree, Philosophy @ Lycée Carnot UniversityDiplôme d'études universitaires générales @ Université Paris Sorbonne (Paris IV) Ricaldo Zavala is skilled in: Financial Markets, Start-ups, Business Strategy, Investments, New Business Development, Business Development, Investment Banking, Bonds, Public Relations, Negotiation, DCF, Strategic Planning, Valuation, Banking, International Business
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