Fernando Munoz, Cima®
About Fernando Munoz, Cima®
Fernando Munoz is the Southeast Regional Director at Brookfield Oaktree Wealth Solutions, responsible for raising capital across various investment products.
Company
Fernando Munoz currently works at Brookfield Asset Management, serving as the Southeast Regional Director for Brookfield Oaktree Wealth Solutions in the Miami/Fort Lauderdale Area. His role involves overseeing capital raising activities across various product offerings including infrastructure, real estate, and private equity. Additionally, he works closely with financial advisors from Wirehouses, Regionals, and Independent Broker Dealers (IBDs) to identify suitable real asset investment solutions for their clients.
Title
Fernando Munoz holds the title of Southeast Regional Director at Brookfield Oaktree Wealth Solutions. In his capacity, he is responsible for managing and expanding the company's financial product portfolio in the southeastern region. His duties include working with financial advisors to find investment opportunities in sectors such as infrastructure, real estate, and private equity, including related credit strategies.
Education and Expertise
Fernando Munoz studied Business Administration and Management at The University of Texas at Arlington, where he earned his Bachelor's degree. He further advanced his expertise in finance by studying at Louisiana State University. Additionally, he earned the Chartered Investment Management Analyst (CIMA) designation from The Wharton School, demonstrating a significant level of proficiency in investment management.
Professional Background
Fernando Munoz has a diverse and extensive professional background in the financial industry. Before his current role, he was a Business Development Executive at Northern Trust Asset Management from 2016 to 2018. He also served as the Florida Regional Director at Davis Advisors from 2010 to 2015. Notably, he worked at Morgan Stanley in various high-level roles, including CG Regional Sales Director, Houston Branch Sales Manager, and National Training Officer from 1996 to 2010. His career began at Merrill Lynch, where he worked as a Financial Advisor from 1991 to 1995.
Achievements
In his role at Brookfield Oaktree Wealth Solutions, Fernando Munoz has been instrumental in raising capital for the company's broad range of product offerings. His work spans across various investment sectors including infrastructure, real estate, and private equity, demonstrating his comprehensive expertise in real asset investment solutions. As a Senior Vice President in the BOWS group, he has been a key figure in driving investment strategies and collaborating closely with financial advisors to provide tailored solutions for clients.