Carolina Montealegre joined the Operations department at Thomas J. Herzfeld Advisors, Inc. in 2019, as an Associate. She assists the Head of Operations on processing daily trades, allocations and confirmations for both retail and institutional clients of the firm. Prior to joining the firm, she worked as an Operations Professional for the international and foreign exchange settlements department of Santander Private Banking International. Carolina is bilingual in English and Spanish.
University of Virginia, B.A., Economics and Psychology
IE Business School, M.B.A.