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Brokerage integration update, Cardoso videos.....

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Potse   Sunday, 12/29/19 05:22:18 PM
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Brokerage integration update, Cardoso videos.....

Brokerage integration update:

- New Brokers here. Wedbush and R.J. O'Brien have been added!
- Questrade and Interactive Brokers coming up next.
- Authentication and performance improvements.


Leonardo Cardoso videos:

PRFC CEO Leonardo Cardoso was one of the members of some panel discussions that the CFA Society New York held during 2015 and 2017. The subject of the panels involved people with military backgrounds transitioning into careers in the financial services industry.

There are four videos available in which Cardoso appears/speaks and can be accessed in the link below. The three short-length videos just feature Cardoso from the 2015 panel. If you do not wish to watch the entire (almost 2 hour) video from 2017, I have provided a rough breakdown of the time frames in which Cardoso speaks.....

19:50 - 24:00
42:30 - 45:25
53:15 - 54:35
1:03:40 - 1:04:50
1:20:20 - 1:24:00 (he discusses his previous job and teaching in this segment)
1:39:08 - 1:40:25


CFA Institute Magazine feature:

During the 2017 panel, the moderator mentioned that Cardoso was one of the people featured/interviewed for the June 2017 issue of CFA Institute Magazine. It is a short feature, but Cardoso appears on page 46 of the issue. This is an excerpt......

I will never forget arriving in Castlewood, South Dakota (population 549), from the tropical city of Recife (population 1.5 million) located on the northeast coast of Brazil. As a foreign-exchange student, I expected language confusion, but until then I had never seen letters scrolling in the footer of the TV screen; that piqued my interest. Once I learned the significance and meaning of those letters, I decided to pursue a career in finance and one day become an investor. The year passed, and I went back to Brazil determined to return to the US and graduate in finance. I did so, at the University of Florida, but not before another amazing experience serving in the Brazilian Army. In summary, to get here wasn’t easy and to stay here will probably be even harder, but I have a goal to chase and a track record of successfully dealing with challenges.


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