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Alfonso Sotres Benson is listed as Financial Advisor at Independent Advisor, a company with 62 employees, based in Mexico City Metropolitan Area, Mexico, Mexico. AeroLeads shows a matched LinkedIn profile for Alfonso Sotres Benson.
Alfonso Sotres Benson previously worked as Independent Financial Advisor at Independent Advisor and Vice President at Vp Invex Inc.. Alfonso Sotres Benson holds Bachelor Of Arts (Ba), Finance, General from Universidad De Las Américas, A.C..
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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
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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.
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.
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.
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.
Other employees you can reach at iknowrocky.com. View company contacts for 62 employees →
Trish Bartlett
Colleague at Independent Advisor
Oswaldtwistle, England, United Kingdom, United Kingdom
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EE
Excorsada Excorsada
Colleague at Independent Advisor
Luxembourg, Luxembourg
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CR
Carlos Rolandelli
Colleague at Independent Advisor
Woking, England, United Kingdom, United Kingdom
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RS
Radek Skabas
Colleague at Independent Advisor
Cantley, Quebec, Canada, Canada
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RB
Richard Bertero
Colleague at Independent Advisor
San Francisco, California, United States, United States
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TS
Thomas S. Wong
Colleague at Independent Advisor
San Jose, California, United States, United States
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KD
Kevin D
Colleague at Independent Advisor
Lake Worth, Florida, United States, United States
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FJ
Francisco Javier Visedo
Colleague at Independent Advisor
Alcobendas, Community Of Madrid, Spain, Spain
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JB
Janos Bonta
Colleague at Independent Advisor
Wassenaar, South Holland, Netherlands, Netherlands
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GL
Gerard Leo
Colleague at Independent Advisor
Chattanooga, Tennessee, United States, United States
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Quick answers generated from the profile data available on this page.
Alfonso Sotres Benson works for Independent Advisor.
Alfonso Sotres Benson is listed as Financial Advisor at Independent Advisor.
Alfonso Sotres Benson is based in Mexico City Metropolitan Area, Mexico, 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 Trish Bartlett, Excorsada Excorsada, Carlos Rolandelli, Radek Skabas, and Richard Bertero.
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..
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