Carlos Cruz

Managing Director, Head of Capital Markets at HarbourView Equity Partners

Carlos Cruz has a wide range of work experience across various companies in the finance industry. Carlos is currently working as the Managing Director and Head of Capital Markets at HarbourView Equity Partners. Prior to this, Carlos held several roles at Fifth Third Bank, including Executive Director in Technology, Media & Telecommunications Corporate & Investment Banking. Carlos also worked at CIT as Vice President in Communications, Media and Entertainment, and at Jefferies & Company as an Associate in Jefferies Finance. Carlos gained early experience at GE Capital as a Summer Associate in the Sponsor Finance Group, and at Merrill Lynch as an Analyst in Public Finance. Carlos started their career at CIT Group as a Summer & Part-time Financial Analyst in Mergers and Acquisitions.

Carlos Cruz has a strong educational background, with multiple degrees in relevant fields. Carlos'seducation history begins with a Bachelor of Arts degree in Political Science and Government from Fordham University, which they obtained between 2001 and 2003. Carlos further pursued their academic career at Rutgers University - Newark, where they obtained a Bachelor of Arts degree in Political Science from 2003 to 2006.

Carlos then decided to enhance their knowledge in the field of Corporate Finance by attending the UNC Kenan-Flagler Business School. Carlos obtained a Master of Business Administration (MBA) degree with a focus on Corporate Finance from 2008 to 2010. This degree provided him with a strong foundation in finance and business strategy.

Furthermore, Carlos has obtained various certifications to further augment their qualifications. In 2017, they received the WSET Level 2 certification from the Wine & Spirit Education Trust, showcasing their expertise in the wine and spirits industry. Carlos is also likely pursuing or has completed certifications in the financial industry, including the Series 63, Series 7, and Series 79, through institutions such as the Financial Industry Regulatory Authority (FINRA).

Overall, Carlos Cruz's educational achievements and certifications demonstrate their commitment to gaining expertise in their chosen fields and expanding their knowledge base.

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