Nancy Baquero

Nancy Baquero
Executive Vice President
Financial & Operations Principal
Chief Financial Officer
Chief Information Security Officer


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


Nancy Baquero is Executive Vice President of the Portfolio Resources group of companies including Portfolio Resources Group (PRG), a FINRA & SIPC member broker/dealer, and Portfolio Resources Advisor Group, a registered investment adviser (RIA). She joined the PRG group of companies in Miami, Florida in August 2008. Ms. Baquero has been Financial & Operations Principal (FINOP) and Chief Financial Officer (CFO) since May 2022, and Chief Information Security Officer (CISO) since August 2017 for the Portfolio Resources Group of Companies. She headed up PRAG's advisory compliance department and was Assistant FINOP of Portfolio Resources Group, Inc. until April 2022.

Before joining PRG she had a successful career as a consultant for foreign private companies and government entities in operations, management, finance, and feasibility studies.  Ms. Baquero has been in senior management positions, including vast experience as a University Professor in Management, Finance and research at the Universidad Simón Bolívar in Venezuela over the past twenty five years.

Business Experience:
From 1978 to 2007, Ms. Baquero was a Professor for the Systems and Processes Department of the Universidad Simón Bolivar in Caracas, one of Venezuela's the most prestigious universities. She taught at both the undergraduate and graduate levels and was involved in research in the areas of operations management, statistical analysis, and mathematical modeling for the Department of Urban Planning, the Department of Computer Science and the Department of Production Engineering.

From 2004 to 2008, Ms. Baquero was a financial consultant for a number of firms in Venezuela and in the  Dominican Republic, among which were: Equipos de Control y Señalizacion ECOSEN, Oficina de Ingenieria Juan Cajiao, The Venezuelan Real Estate Association, and Organización Akros.  As part of her consulting business, Ms. Baquero developed financial mathematical models for economic feasibility studies 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.

From 1989 to 1994, Ms. Baquero participated in the development of the Federal Investment Projects Plan for Venezuelan government entities which involved sourcing financing from both domestic and international multilateral institutions such as the World Bank, the Inter-American Development Bank and the Andean Commerce Development Agency (CAF). She also played an important role in the creation of the National Urban Transportation Fund in 1991, a Venezuelan institution created to finance and build important Urban Transportation projects.

"Premio Nacional Cipriano Perez" from the Colegio de Ingenieros de Venezuela.

Educational Background:
Ms. Baquero earned an MBA 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 (Class of 1978) and in 1974 earned a Bachelor of Science degree in Civil Engineering from the Universidad Católica Andres Bello in Caracas, Venezuela.

Professional Designations and Licenses:
Ms. Baquero has a Series 65 (Uniform Investment Adviser Law Examination - 2010) and a Series 27 (Financial and Operations Principal - 2013). She has a Florida Real Estate Sales Associate License and a Florida Community Association Manager License since 2009.