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Mexico City, Cdmx, Mx

Mexico City, Mexico

• Establish FO in 2017, offering personalized and conflict-free financial advisory services.• Supervise portfolios and products across different brokerage firms, ensuring optimal selection for each client.• Coordinate client representation before authorities and assist in estate planning.• Provide exclusive and confidential service to each client, maintaining the highest standards of service.Achievements:• Founded and established FO, providing high-quality financial consulting and portfolio optimization with positive results.• Implemented structured products that allowed for outperforming bear markets and benefiting from current conditions.• Engaged in future financial planning through the hiring of national and international trustees and fiduciaries.

Mexico City, Mexico

• Lead a Private Banking team, managing and supervising discretionary and non-discretionary client portfolios.• Provide investment and tax strategy advice, offering differentiated products and capital repatriation.• Represent client interests within the Financial Group and coordinate the implementation of sales practices regulations.Achievements:• Tripled the portfolio size in 4 years and successfully managed capital repatriation for various families.• Coordinated the implementation of regulations for the Private Banking area, working with Legal, Systems, and Risk departments.

Mexico City, Mexico

Responsibilities:• Execute buy and sell orders for securities on behalf of the company and its clients, ensuring optimal execution in terms of price and timing.• Monitor market fluctuations and relevant news to make informed decisions and manage trading risks.• Perform technical and fundamental analysis to forecast market movements and ensure compliance with the Securities Market Law and internal company policies.• Contribute to market development by generating volume and market penetration, acting as a market maker.Achievements:• Implemented software tools in collaboration with different areas, improving efficiency and success in trading.• Maintained the brokerage house's position with the highest trading volume for all years.• Ensured effective management of proprietary positions and maintained an impeccable compliance history.• Received recognition as an expert in the field, leading to new responsibilities as Head of the Desk.

Mexico City, Mexico

• Develop and launch an Investment Insurance area to offer financial planning products that maximize investment returns and provide tax benefits.• Lead the marketing and distribution of long-term financial products in Banamex Financial Centers in CDMX and expand the pilot nationwide.• Increase assets under custody in the area and promote portfolio diversification in private meetings with key clients.• Train bankers to act as product ambassadors and optimize client returns through tax benefits.Achievements:• Achieved the national expansion of the Investment Insurance area in the first year.• Exceeded product acquisition goals by five times the budgeted amount.• Positioned the product as a leader in Private Banking and Wealth Management, becoming a market benchmark and replicated by other major financial groups.• Contributed to long-term savings in Mexico, driving healthier economic growth.

Mexico City, Mexico

Responsibilities:• Design and execute co-marketing strategies with Walmart (Superama, Bodega Aurrera, Sams, and Walmart Supercenter) to increase average ticket size, improve margins, and optimize the shopping experience.• Raise awareness of new product launches in the detergent, fabric softener, and home care lines.• Implement direct marketing techniques based on data analysis and market segmentation studies, such as Direct Mailing.• Organize brand activations in stores, including training sales staff and managing and quantifying activities.• Establish strategic alliances to create bundles in formats like Sam’s and lead the recruitment program between Procter & Gamble and ITAM.Achievements:• Developed a home care solutions bundle at Sam’s, achieving a successful execution with 33,000 units sold and a 4:1 ROI.• Increased brand visibility for detergents through SKU customization and designing a self-displaying showcase.• Executed a direct mail campaign for Ariel with 91% open rates and 80% read rates.• Coordinated the support plan for Arielito at Sam’s, creating promotional materials in record time and distributing 100,000 devices.• Optimized co-marketing event efficiency and achieved significant savings in P&G’s participation in ITAM events.

Master'S Degree, Finance, General

Bachelor'S Degree, Economics