Fidel Molina Peña, CAIA

• Execute analysis and reporting for UBS Asset Management funds. • Transaction flows analysis for UBS AM clients and UBS Wealth Management. • Provide Client Relationship Management for Fund profiles, Due Diligences, RFP, reporting and performances for Iberian clients. • Coordination and execution of Portfolio Manager Investment Roadshows for UBS AM products for institutional clients. • Due diligence for account openings, for investment mandates and registration of funds with CNMV or SEC.

- Assisted a Private Banking team with two billion dollars AuM with Spanish speaking clients in Latin America and Spain. - Exploited interpersonal office skills in a high-stress, competitive environment; realizing and developing a passion for serving high net-worth clients. - Responsible for writing and inputting wire transfers of up to ten million dollars and shared in the responsibility of extracting client's account statements, portfolio statements, account progress, and market reports. - Benefitted from close personal relationships with several private bankers that resulted in a professional network of contacts which exists today and has enriched my financial and cultural experiences.

Master in decision making and innovation