Mauricio Castillo

Mauricio Castillo Email and Phone Number

Managing Director, International Financial Advisor, Truist Investment Services, Inc., Truist Wealth @ Truist Wealth
Mauricio Castillo's Location
Houston, Texas, United States, United States
Mauricio Castillo's Contact Details

Mauricio Castillo work email

Mauricio Castillo personal email

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About Mauricio Castillo

With over 30 years of experience in the financial sector, I am a seasoned professional who is passionate about providing tailored solutions to international high net worth (HNW) clients.I am driven by the mission of helping my clients achieve their financial goals, while adhering to the highest standards of ethics and compliance. I also value diversity and inclusion, and bring a global perspective and a multicultural background to the team.I am a full licensed representative who specializes in servicing international (non-USA residents) HNW customers. In my current roll as a Sr International Financial Advisor at Truist Investment Services, Inc., I leverage my analytical skills, financial acumen, and business savvy to offer investment advice in global markets according to the needs of HNW clients. In my previous role as a Sr International Wealth Advisor, offered private banking solutions, including deposits and loans products and wealth strategies based on insurance products. I also coordinated global (International) business relationships to deliver financial products and services for Non-Resident HNW clients. I developed strong relationship-building skills and customer-centric approach.

Mauricio Castillo's Current Company Details
Truist Wealth

Truist Wealth

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Managing Director, International Financial Advisor, Truist Investment Services, Inc., Truist Wealth
Mauricio Castillo Work Experience Details
  • Truist Wealth
    Managing Director, Financial Advisor, Truist Investment Services, Inc.
    Truist Wealth Jan 2024 - Present
    Charlotte, North Carolina, Us
    Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure.
  • Insigneo
    Sr. Intl. Financial Advisor
    Insigneo Dec 2023 - Jan 2024
    Miami, Florida, Us
  • Pnc Investment Co Llc
    Sr International Financial Advisor
    Pnc Investment Co Llc Aug 2022 - Jan 2024
    • Full licensed Rep specialized on servicing international (Non USA residents) High Net Worth (HNW) customers.• Offering investment advice in global markets according to the needs of HNW clients.
  • Pnc
    Sr International Wealth Advisor
    Pnc Jun 2019 - Aug 2022
    Pittsburgh, Pennsylvania, Us
    • Offering Private Banking solution to International HNW customers including Deposits and Loans products and Wealth Strategies based on Insurance Products
  • Bbva
    Director International Financial Products / Liaison With Global Bbva Partners
    Bbva Jan 1990 - Mar 2003
    Bilbao, Vizcaya, Es
    • Designing financial products and services for High Net Worth clients (HNWI)• Coordinating multidisciplinary project teams including development of models to measure the performance of financial products and services for HNWI’s• Advising upper management on business performance through Management Information Systems and Decision Support tools developed and implemented to follow up key performance indicators for multiple lines of business including Wealth Management, Private Banking, Mortgage, Consumer loans etc.• Development of business growth strategies, performance measurement, and Private Banking best practices for the Coordination of Customer Referral Programs (CRPs)• Dealing with Internal Auditors and FED examiners regarding systems and operations areas of foreign Bank branches • Providing CEO and Management Board with Executive information
  • Instituto De Investigaciones Electricas (Electricity Research Institute)
    Associate Researcher
    Instituto De Investigaciones Electricas (Electricity Research Institute) Jan 1989 - Dec 1989
    • Design and developed of a data analytics program to provide information on Predictive Maintenance for High Power Producing Generators

Mauricio Castillo Education Details

  • Instituto Tecnologico De Estudios Superiores De Monterrey
    Instituto Tecnologico De Estudios Superiores De Monterrey
    Finance And Financial Management Services
  • Universidad La Salle, A.C.
    Universidad La Salle, A.C.
    Electrical And Electronics Engineering

Frequently Asked Questions about Mauricio Castillo

What company does Mauricio Castillo work for?

Mauricio Castillo works for Truist Wealth

What is Mauricio Castillo's role at the current company?

Mauricio Castillo's current role is Managing Director, International Financial Advisor, Truist Investment Services, Inc., Truist Wealth.

What is Mauricio Castillo's email address?

Mauricio Castillo's email address is ma****@****bva.com

What schools did Mauricio Castillo attend?

Mauricio Castillo attended Instituto Tecnologico De Estudios Superiores De Monterrey, Universidad La Salle, A.c..

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