Miami, Brickell

 

Main Office • Miami


Nancy Baquero

Nancy Baquero
Vice President of Special Projects
CFP®

 

Check the background of this investment professional on FINRA BrokerCheck



Portfolio Resources Group
800 Brickell Ave., Suite 903
305-372-0299 Ext. 404 Office • 305-372-0499 Fax

nbaquero@prginc.net

 

Nancy Baquero, our Vice President of Special Projects, joined our group in August 2008.  Nancy has a successful background as a consultant for foreign private companies and government entities in operations and management improvements as well as financial and feasibility studies.  She has been in senior management positions over the past twenty five years. She also has a vast experience as a University Professor in Management and Financial Courses and researches performed in Venezuela at the Universidad Simón Bolívar.

Business Experience:
Ms. Baquero has been an Investment Advisor Representative (IAR) of Portfolio Resources Advisor Group, Inc. since December 2010.  She conducts compliance tasks, including procedures and testing for the advisory compliance department, in addition to other financial tasks.

From 1978 to 2007, Ms. Baquero was a Professor for the Systems and Processes Department of the Universidad Simón Bolivar in Caracas, Venezuela where she taught classes for both undergraduate and graduate students and performed research in operations management, statistical analysis, and mathematical modeling for the Department of Urban Planning and the Department of Computer and Production Engineering. She also tutored students in Urban Planning, Operations, and Production Management.  Universidad Simón Bolivar is the more prestigious University in Venezuela for undergraduate and graduate studies and research in engineering and science.

From 2004 to 2008, Ms. Baquero was a financial consultant for several firms in Venezuela and in the  Dominican Republic. Among her clients were: Equipos de Control y Señalizacion ECOSEN, Oficina de Ingenieria Juan Cajiao, The Venezuelan Real Estate Association, and Organización Akros.  As part of her consultancy, Ms. Baquero developed financial mathematical models for economic feasibility evaluation of major transportation projects.

From 1994 to 2003 she was CEO of Proedifica, Coinasa and Subsidiaries, a holding for industrial, commercial and residential construction, development, and real estate management in Caracas, Venezuela. Ms. Baquero was responsible for the overall management of this group of companies, including Business Analysis, Operations, IT, Sales, Administration, Finance and Accounting, Legal and Human Resources.

From 1989 to 1994, Ms. Baquero participated in the development of the Federal Investment’s Projects Plan for Venezuelan government entities, with several financing sources: domestic and from international multilateral financial institutions, as the World Bank, the Inter-American Development Bank and the Andean Commerce Development Agency (CAF). She also had an important role in the creation of the National Urban Transportation Fund in 1991, Venezuelan institution created to finance and to build important Urban Transportation projects.

She has been awarded a national prize granted by the Venezuelan Engineers Association.

Educational Background:
Ms. Baquero earned a Master of Business Administration degree with a Major in Finance from the Instituto de Estudios Superiores de Administración in Caracas Venezuela in 1989. 

She earned a Magister Scientiarum Degree in Operations Research from the Universidad Central de Venezuela in 1978 and in 1974 earned a Bachelor of Science in Civil Engineering degree from the Universidad Católica Andres Bello in Caracas, Venezuela.

Professional Designations and Licenses:
Ms. Baquero has a Series 65 (Uniform Investment Adviser Law Examination) since September 2010 and a Series 27 (Financial and Operations Principal) since November 2013. She also has a Florida Real Estate Sales Associate License and a Florida Community Association Manager License since 2009.  Ms. Baquero earned a CERTIFIED PROPERTY MANAGER® designation from the Institute of Real Estate Management in 2009.