Yariel Mendez

Yariel Mendez is an Operations Administrator at CSM Capital. Yariel assists in the production of monthly performance reports, preparation of portfolio allocation exhibits, reconciliation of account balances, and production of pitch books for prospects. Yariel built his operational background from his time at Bank of New York Mellon, Hall Capital Partners, and Morgan Stanley, each exposing him to client account structuring, key metrics tracking, and understanding AML/FINRA requirements. Yariel earned an MBA in Finance from Florida International University, as well as a BSBA in Finance from the University of Central Florida.