025 | Handle the Bag with Hector Sanchez

On Today’s Episode, we learn what it’s like to be a wealth planning specialist, and how his love for economics led our guest to one of the largest financial institutions in the world. Let’s start the week with Hector Sanchez.

Key Points from the Episode:

• Wealth planning specialist at Morgan Stanley
• Creating financial plans/reports for high net-worth individuals
• Process of becoming a Chartered Financial Analyst (CFA)
• Baseball was his first love
• Someone getting hired years later based on Hector’s teachings

Book recommendations:

• Value Investing: How to Beat the Market in 5 Minutes (Teguh Hidayat)
• Shoedog (Phil Knight)
• The Bad Blood Story (John Carreyrou)
• Red Notice (Bill Brauder)

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026 | Handle the Bag with Hector Sanchez

Disclaimer:

The thoughts, views, and opinions expressed on Career Cheat Code are those of the individual guests and do not necessarily reflect those of the host, affiliated organizations & employers. This podcast is intended for informational and inspirational purposes, highlighting the guests and their unique career journeys. We hope these stories inspire you to chase your purpose, define success on your own terms & take the next step in your career.

If you enjoyed this episode, please like, rate, and subscribe to this podcast on whatever platform you’re using, and share this podcast with your friends and your networks. For more #CareerCheatCode, visit linktr.ee/careercheatcode. Let's make an impact, one episode at a time!
Host - Radhy Miranda
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Producer - Gary Batista
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