Frank Villarreal's Email & Phone Number

💼 Past Experience

Frank Villarreal has held a variety of senior financial planning and investment positions, spanning over 10 years of experience in the industry. Prior to joining US Capital GlobalIndustry of Financial Services, Frank was a Senior Vice President at US Capital Global, a leading financial services company. At US Capital Global, Frank led the development and management of a universe of a dozen investment vehicles across a breadth of industries, including financial services, healthcare, energy, technology, andreal estate. In this position, he was responsible for all aspects of the investment vehicles, including strategy, research, and management. Frank also held a role at Stifel Financial Corp from November 2015 to October 2016, where he was responsible for the investment strategies and investment management of the company’sailor fleet of stocks and investment vehicles. At J.P. Morgan, he was responsible for the global development and management of investment vehicles for the global financial conglomerate. In his previous role at Merrill Lynch, Frank managed theInvestment Management Division, which was responsible for advising individual bankers on investment strategies and transactions. At Hambrecht and Quist, he was a senior investor at the firm.Frank Villarreal received his undergraduate degree from the University of God’s University, in 2001. After undergraduate graduation, he pursued a career in banking, starting at Hambrecht and Quist. There, he worked in the investment management division before joining Merrill Lynch in 1993. From January 2001 to January 2009, he was a Vice President at Merrill Lynch. At Merrill Lynch, Frank managed the Investment Management Division, which was responsible for advising individual bankers on investment strategies and transactions. In his previous role, he had a hand in developing the buy and sell orders for a minimum quantity of securities, handling accountabilities and dispute settlements, and developing a strategy to raise capital. From January 1993 to January 1998, he was a financial consultant at Merrill Lynch. At Hambrecht and Quist, he was a senior investor at the firm.

🎓 Education

- Master's in Entrepreneurship and Sustainability from University of California, Berkeley - Doctorate in Environmental Studies from Stanford University

💡 Technical & Interpersonal Skills

Frank Villarreal has experience in both investment and financial consulting. In his previous roles, he has worked with a variety of companies including US Capital GlobalIndustry of Financial Services, Stifel Financial Corp, J.P. Morgan, Credit Suisse, Merrill Lynch, Hambrecht and Quist and has developed a strong technical and interpersonal skillset. This leaves him with the ability to work well in a team, gather information quickly and communicate complex concepts effectively.One of the important skills Frank Villarreal has is his ability to stay calm under pressure. He also demonstrates a quick response to changes and a willingness to learn. When it comes to technology, Frank Villarreal is particular strong in using online tools to gather information. He has also developed a strong online presence, being highly visible on various online platforms.