Private Banker
Current
Jan 2024 - Present
AeroLeads people directory · profile
Rafael Romo Email & Phone Number
Private Banker
at
Scotia Wealth Management
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Private Banker
Location
Querétaro, Mexico
Company size
Who is Rafael Romo? Overview
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Quick answer
Rafael Romo is listed as Private Banker at Scotia Wealth Management, a with 3 employees, based in Querétaro, Mexico. AeroLeads shows a matched LinkedIn profile for Rafael Romo.
Rafael Romo previously worked as Asistente ejecutivo financiero at Direxio. Rafael Romo holds Licenciatura En Finanzas, Finanzas, Excelencia Académica Por Haber Acumulado Un Promedio Final De 97. from Tecnológico De Monterrey.
Company email context
Email format at Scotia Wealth Management
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Scotia Wealth Management
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Profile bio
About Rafael Romo
Asesor financiero de banca privada en Scotia Wealth Management, comprometido con elevar el nivel de conciencia humana a través de la inversión responsable y consciente.Private Banking Financial Advisor at Scotia Wealth Management committed to raise human consciousness through responsible and conscious investments.
Current workplace
Rafael Romo's current company
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Scotia Wealth Management
2 roles
Rafael Romo work experience
A career timeline built from the work history available for this profile.
Asistente Ejecutivo Financiero
Oct 2021 - Oct 2022
Team & coworkers
Colleagues at Scotia Wealth Management
Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →
ET
Esther Tse
Colleague at Scotia Wealth ManagementCanada
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RL
Rick Lotz, Cfa
Colleague at Scotia Wealth ManagementVancouver, British Columbia, Canada
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DC
Diego Campuzano Valenzuela
Colleague at Scotia Wealth ManagementCanada
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CB
Claire Bilton
Colleague at Scotia Wealth ManagementCanada
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KA
Karina Alfarano
Colleague at Scotia Wealth ManagementGreater Toronto Area, Canada
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FS
Francois S. Beauregard Ba, Cfp, Pl.Fin., Fea
Colleague at Scotia Wealth ManagementGreater Montreal Metropolitan Area, Canada
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AN
Alex Nguy, Pl. Fin.
Colleague at Scotia Wealth ManagementGreater Montreal Metropolitan Area, Canada
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JA
Jennifer Auffrey
Colleague at Scotia Wealth ManagementMoncton, New Brunswick, Canada
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LL
Leon Li, Cfp
Colleague at Scotia Wealth ManagementEdmonton, Alberta, Canada
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M(
Michael (Yu Hsien) C.
Colleague at Scotia Wealth ManagementToronto, Ontario, Canada
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Esther Tse
Colleague at Scotia Wealth ManagementCanada
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RL
Rick Lotz, Cfa
Colleague at Scotia Wealth ManagementVancouver, British Columbia, Canada
View →
DC
Diego Campuzano Valenzuela
Colleague at Scotia Wealth ManagementCanada
View →
CB
Claire Bilton
Colleague at Scotia Wealth ManagementCanada
View →
KA
Karina Alfarano
Colleague at Scotia Wealth ManagementGreater Toronto Area, Canada
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FS
Francois S. Beauregard Ba, Cfp, Pl.Fin., Fea
Colleague at Scotia Wealth ManagementGreater Montreal Metropolitan Area, Canada
View →
AN
Alex Nguy, Pl. Fin.
Colleague at Scotia Wealth ManagementGreater Montreal Metropolitan Area, Canada
View →
JA
Jennifer Auffrey
Colleague at Scotia Wealth ManagementMoncton, New Brunswick, Canada
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LL
Leon Li, Cfp
Colleague at Scotia Wealth ManagementEdmonton, Alberta, Canada
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M(
Michael (Yu Hsien) C.
Colleague at Scotia Wealth ManagementToronto, Ontario, Canada
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4 education records
Rafael Romo education
Licenciatura En Finanzas, Finanzas, Excelencia Académica Por Haber Acumulado Un Promedio Final De 97.
Specialization In Global Financial Markets, International Finance
High School Diploma, Distinción Académica Por Haber Acumulado Un Promedio Final De 94.
Diploma In Humanistic Studies And Philosophy, Philosophy
FAQ
Frequently asked questions about Rafael Romo
Quick answers generated from the profile data available on this page.
What company does Rafael Romo work for?
Rafael Romo works for Scotia Wealth Management.
What is Rafael Romo's role at Scotia Wealth Management?
Rafael Romo is listed as Private Banker at Scotia Wealth Management.
Where is Rafael Romo based?
Rafael Romo is based in Querétaro, Mexico while working with Scotia Wealth Management.
What companies has Rafael Romo worked for?
Rafael Romo has worked for Scotia Wealth Management and Direxio.
Who are Rafael Romo's colleagues at Scotia Wealth Management?
Rafael Romo's colleagues at Scotia Wealth Management include Esther Tse, Rick Lotz, Cfa, Diego Campuzano Valenzuela, Claire Bilton, and Karina Alfarano.
How can I contact Rafael Romo?
You can use AeroLeads to view verified contact signals for Rafael Romo at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Rafael Romo attend?
Rafael Romo holds Licenciatura En Finanzas, Finanzas, Excelencia Académica Por Haber Acumulado Un Promedio Final De 97. from Tecnológico De Monterrey.
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