Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Alfonso Sotres Benson is listed as Independent Financial Advisor at Independent Advisor, a with 62 employees, based in Mexico City Metropolitan Area, Mexico. AeroLeads shows a matched LinkedIn profile for Alfonso Sotres Benson.
Alfonso Sotres Benson previously worked as Vice President at Vp Invex Inc. and International Financial Advisor at Credit Andorra. Alfonso Sotres Benson holds Bachelor Of Arts (Ba), Finance, General from Universidad De Las Américas, A.C..
This section adds company-level context without repeating Alfonso Sotres Benson's masked contact details.
Review company-level records connected to Alfonso Sotres Benson before choosing the right outreach path.
Private and International Banker with more than twenty-five years of experience, always seeking to achieve the maximum reliability of my clients and their portfolios by offering the best strategy planning and risk assessment, driven by results. My work has focused mainly on advising clients on their assets under management and investment portfolios through the personalized structuring of specific alternatives for each one based on joint work to determine risks and objective returns. Management of work teams, establishing processes and exercising leadership based on example. Recognized for commitment to building trusted relationships and providing sound strategies to help clients identify and overcome critical challenges to their investment objectives
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Mexico City Metropolitan Area
Global Asset and Wealth Management advisory, structuring of tailored made investment vehicles for entrepreneurs, Family Offices and Asset Managers.Multi asset class solutions advisory: traditional asset allocation and alternative investments.
Miami, Florida, United States
Manages the assets of high net-worth individuals and institutional investors in Central America with clients and Institutions mainly in Guatemala. Establishing the customer relationship plans through communication, education, and trust. Develop and implement the concept of dynamic allocation of portfolios in accordance with the purpose and customer profiles. Efficient portfolios management from the investment policy statement, analysis and investment approach, monitoring and evaluation of markets and performance measurements.
Guatemala
Responsible for country operations and presence in Guatemala. Also develop and oversee relationships with government authorities, financial entities and high-net worth clientele in Central America, focusing principally on Guatemala and El Salvador.Recommendations for investments and tailor-made support for advisors and independent managers looking to differentiate asset management for their clients. Conduct comprehensive review of client portfolios, including meeting with clients, lawyers and advisors to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions.
Guatemala
Led 6 months project to design and structure banks presence in Guatemala, Develop and initiated business uptake in Guatemala to promote banks wealth management products and services in the region.Coordinated with customers to analyze their financial requirements and made recommendations.Maintained and strengthened customer base to serve clients in private bank portfolio. Assist clients and prospects with financial needs by recommending products solutions.Prospecting to acquire new business opportunities
Mexico City Area, Mexico
Responsible for the necessary actions and obligations before the Mexican Stock Exchange to boot operations as operating partner (broker) in the Mexican Future and Derivatives market. Develop and maintain customer base. Oversaw and trained team of junior brokers regarding the business protocols at Mexican Stock Exchange, developed a database client through various methods of cold calling including business development, market research, and networking.
Other employees you can reach at iknowrocky.com. View company contacts for 62 employees →
Daniela Sciascia
Colleague at Independent AdvisorGreater São Paulo Area, Brazil
View →
CA
Carlos Alberto Slosse
Colleague at Independent AdvisorArgentina
View →
VL
Verónica Lepage
Colleague at Independent AdvisorCaracas, Federal District, Venezuela, Bolivarian Republic Of
View →
EE
Excorsada Excorsada
Colleague at Independent AdvisorLuxembourg
View →
GL
Gerard Leo
Colleague at Independent AdvisorChattanooga, Tennessee, United States
View →
GT
Gerry T
Colleague at Independent AdvisorGreater Paris Metropolitan Region, France
View →
SF
Suzanne Frear
Colleague at Independent AdvisorGrosse Pointe, Michigan, United States
View →
PD
Phillip Damaska
Colleague at Independent AdvisorBluffton, South Carolina, United States
View →
KD
Kevin D
Colleague at Independent AdvisorLake Worth, Florida, United States
View →
JS
Jordan Schmidt
Colleague at Independent AdvisorAmsterdam, North Holland, Netherlands
View →
Quick answers generated from the profile data available on this page.
Alfonso Sotres Benson works for Independent Advisor.
Alfonso Sotres Benson is listed as Independent Financial Advisor at Independent Advisor.
Alfonso Sotres Benson is based in Mexico City Metropolitan Area, Mexico while working with Independent Advisor.
Alfonso Sotres Benson has worked for Independent Advisor, Vp Invex Inc., Credit Andorra, Andbank, Mexico City, and Arbitraje Derivados.
Alfonso Sotres Benson's colleagues at Independent Advisor include Daniela Sciascia, Carlos Alberto Slosse, Verónica Lepage, Excorsada Excorsada, and Gerard Leo.
You can use AeroLeads to view verified contact signals for Alfonso Sotres Benson at Independent Advisor, including work email, phone, and LinkedIn data when available.
Alfonso Sotres Benson holds Bachelor Of Arts (Ba), Finance, General from Universidad De Las Américas, A.C..
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts