Manny Diaz
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Florida International University - College of Business
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FlashIntel GPT
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FlashIntel GPTManny Diaz is a highly skilled professional with 4.1 years of experience in financial planning, project management, research, strategic planning, and analytical skills. Based in the United States, Manny is currently the Vice President of Investor Relations at Crystal Capital Partners. With a focus on creating tailored portfolios, Manny is part of a turn-key alternative investment platform that offers a range of investment options. They have a proven track record in identifying institutional quality and implementing effective financial strategies. Manny's expertise includes CrystalAnalytics, real-time access to quantitative analytics, and integrated reporting through DTCC-AI.
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About
Crystal Capital Partners Create bespoke, separately managed portfolios choosing from a select, curated list of 40+ institutional private equity, credit, venture and hedge fund investments -A turn-key alternative investment platform. Our institutional manager selection process is conflict-free, we are not compensated by any of the managers on our platform -CrystalAnalytics™ Real time access to proprietary quantitative analytics, portfolio optimization and liquidity management tools -CrystalResearch™ Confirm the institutional quality of each fund by reviewing firm and fund history, risk management process, strategies, service providers and more -Consolidated Electronic Subscription Process- subscribe to multiple investment funds with a single document -Consolidated Account Statements, Capital Call Notifications, Distribution Notices, Audits, and K1s -Integrated reporting through DTCC-AI with all major custodial platforms -Independent Oversight- Bank Of New York: Custodian, Ernst & Young: Auditor, Trident Trust: Fund Administrator -Bespoke allocations for your clients’ portfolios with the industry's lowest per fund minimums
...See MoreWork Experience
Finance
asset management business development
Manny Diaz's Professional Milestones
- Portfolio Analyst, Wealth Advisory (2019-10-01~2021-06-01): Delivered robust portfolio guidance, providing accurate insights for clients' financial goals.
- Vice President Of Investor Relations (2021-10-01~): Driving strategic investments and optimizing investor relationships, fostering positive connections, and expanding the company's portfolio.
Education
Finance,
General
2019-2020Skill
Financial Planning
Project Management
Research
Strategic Planning
Analytical Skills
Microsoft Office
Team Building
Communication
Critical Reading
Certification
Colleagues
Courtney Haddad
Chief Compliance Officer
Nate Lenz
Chief Executive Officer | Co-Founder
Scott Benson
Vice President Compliance
Steve Bielke
svp managing director of business development at concurrent advisors
Jeremy Massullo
Vice President Of Operations
Other Named Manny Diaz
Frequently asked questions
We found 3 Manny Diaz's email addresses
We found 1 Manny Diaz's phone numbers
Manny Diaz's social media include: Linkedin,
Manny Diaz works for Concurrent
Manny Diaz's role in Concurrent is Finance
Manny Diaz's colleagues are Courtney Haddad,Nate Lenz,Scott Benson
Manny Diaz's latest job experience is Finance at Concurrent
Manny Diaz's latest education in Florida International University - College of Business
