CONSULTIVA Internacional, Inc.

Lily Vega
Senior Trader

Lily Vega, after traveling and living abroad with her family, Lily Vega came back to the United State in 1975 and started working for the Regional Sales Manager of American Express in the Products Marketing Division. She along with her manger were in charge of clients in the Northeastern Sector of the United States. She left New York City and moved to Puerto Rico in 1978. Her first position was working for Merrill Lynch Pierce Fenner & Smith where she learned the operational side of the business.

In 1980 she joined Prudential Bache in the Retail Division. She implemented a Market Research Desk of the various products that the firm offered to their clients. Provided daily market updates thru Radio WOSO (live & taped). Maintained and updated client profiles for the Retail Division. Researched and created market analysis of portfolios for individual clients of the Retail Division. Later was put in charge of developing the Operations Dept. for the Institutional Sales & Trading Desk.

In 1981, she was hired by A.G. Becker to work on the Institutional Sales & Trading Desk where she designed and implemented various reports for management, such as P & L, commissions and production reports. She also was responsible for warehousing products that were sold to fortune 500 companies and these products were financed by various financial institutions. Acted as an agent for Institutional clients in specified transactions for various financial institutions.

Left A.G. Becker and became a Registered Representative with E.F. Hutton PR Inc., in 1984 where she obtained her Series 7 and 63 licenses.

In 1984 became an Account Executive and participated and contributed in a start-up operation of a new major broker/dealer in Puerto Rico, Dean Witter. Developed a customer base of over forty 936 companies. Executed and helped structure various local transactions.

In 1986 she became Vice-president of Institutional Sales & Trading for First Boston PR Inc., and Increased client base. Structured products to meet customer investment needs, designed sales statistic reports for customer base and customized performance-monitoring procedures for each client. Helped Investment bankers in the origination of private placement CMO's that were offered to Institutional investors.

In 1995, she & Miguel Pascual participated and implemented the start-up operation of Doral Securities Inc. as a full service Broker/Dealer for Doral Financial in Hato Rey. She became Senior Vice-President/Retail Trader for the Institutional Sales & Trading division.

She has joined Consultiva Securities Inc., as Manager of Institutional Services.

She has been in the securities industry for over 21 years. She is currently licensed with the National Association of Securities Dealers. She is also a member of the National Association for Female Executives and was an alternate member of the Credit Research Department of the Municipal Securities Rulemaking Board. Is presently a member of the International Guild.

	Consultiva Management Team<< Lily Vega Senior Trader Lily Vega, after traveling and living abroad with her family, Lily Vega came back to the United State in 1975 and started working for the Regional Sales Manager of American Express in the Products Marketing Division. She along with her manger were in charge of clients in the Northeastern Sector of the United States. She left New York City and moved to Puerto Rico in 1978. Her first position was working for Merrill Lynch Pierce Fenner & Smith where she learned the operational side of the business. In 1980 she joined Prudential Bache in the Retail Division. She implemented a Market Research Desk of the various products that the firm offered to their clients. Provided daily market updates thru Radio WOSO (live & taped). Maintained and updated client profiles for the Retail Division. Researched and created market analysis of portfolios for individual clients of the Retail Division. Later was put in charge of developing the Operations Dept. for the Institutional Sales & Trading Desk. In 1981, she was hired by A.G. Becker to work on the Institutional Sales & Trading Desk where she designed and implemented various reports for management, such as P & L, commissions and production reports. She also was responsible for warehousing products that were sold to fortune 500 companies and these products were financed by various financial institutions. Acted as an agent for Institutional clients in specified transactions for various financial institutions. Left A.G. Becker and became a Registered Representative with E.F. Hutton PR Inc., in 1984 where she obtained her Series 7 and 63 licenses. In 1984 became an Account Executive and participated and contributed in a start-up operation of a new major broker/dealer in Puerto Rico, Dean Witter. Developed a customer base of over forty 936 companies. Executed and helped structure various local transactions. In 1986 she became Vice-president of Institutional Sales & Trading for First Boston PR Inc., and Increased client base. Structured products to meet customer investment needs, designed sales statistic reports for customer base and customized performance-monitoring procedures for each client. Helped Investment bankers in the origination of private placement CMO's that were offered to Institutional investors. In 1995, she & Miguel Pascual participated and implemented the start-up operation of Doral Securities Inc. as a full service Broker/Dealer for Doral Financial in Hato Rey. She became Senior Vice-President/Retail Trader for the Institutional Sales & Trading division. She has joined Consultiva Securities Inc., as Manager of Institutional Services. She has been in the securities industry for over 21 years. She is currently licensed with the National Association of Securities Dealers. She is also a member of the National Association for Female Executives and was an alternate member of the Credit Research Department of the Municipal Securities Rulemaking Board. Is presently a member of the International Guild.


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