Gerardo Pena Email & Phone Number

United States

Texas, United States

International Financial Advisor,Wealth Planner,Portfolio Manager, Team Leader,International Investment Strategies, Succesion Planning Specialist.Working with propietary network of Investors looking for advise on how and where to invest, grow and give their wealth to the next generation, Finding Investment, Risk Control and Finance solutions for different public and private Institutions in Mexico.

Houston, Texas, United States

International Financial Advisor, Wealth Planner,Team Leader, Portfolio Manager, International Investment Strategies, Succesion Planning Specialist ,Creation of propietary network of High Net Worth and Ultra High Networt indivuduals in Mexico and the United States. Top producer among the team of five members. Alternative Investments.

Houston, Texas, United States

International Financial Advisor. Portfolio Construction and Portfolio Management for key High Networth clients, Asset protection through the use of derivative strategies, Asset Allocation, Inter-generational Wealth Transfer.Top producer for the broker nationwide last 7 years.Developed and implemented innovative investments strategies that resulted in significant returns for high-networth clients.

Mexico City, Mexico

Dedicated to capacitate all the on shore private bankers about International offering in the Financial Group.Responsible of reengineering the International business for the New York, Los Angeles, Cayman, Houston agencies, broker and Cayman Mercury Bank. Defining policies and procedures for AML and KYC.Modified the way the bank was daily pricing its subordinated obligations and serving as a market maker for the product.Middle market trader for FX forwards at the offshore Mercury Bank. Top performer nationwide getting the highest possible results from the audit made by the US financial authorities that let to the permanency of the International business unit for Bancomer