Carlos YOUNES

Carlos Younes is a Vice President and Financial Advisor at Bulltick. In his role, Carlos is responsible for developing comprehensive financial plans for high-net worth families and making investment recommendations that are consistent with clients’ capital allocation goals.

He joined Bulltick in 2015 and brings over 16 years of experience in financial advisory, sales and product management, and business strategy. Previously, Carlos was the Executive Director, Branch Manager and Latin America Private Banking Head of VectorGlobal WMG. Prior to that, he worked at Citibank and in Citivalores, S.A., Member of Citigroup, in Colombia.

Carlos holds a bachelor’s degree in Finance and International Affairs from the Universidad Externado de Colombia, and a degree in Capital Markets from Columbia University of New York and Universidad Externado in Colombia. Additionally, he holds FINRA series 7, 24 and 66 licenses.

Check the background of this investment professional on FINRA’s BrokerCheck »