Roberto Puebla Email & Phone Number

Mexico City, Cdmx, Mx

Purchase, Ny, Us

-Spearhead the development and execution of commercial card strategies within Mexico’s large market sector, enhancing market penetration and customer satisfaction.-Lead a dedicated team focused on tailored payment solutions that streamline working capital and strengthen client value propositions.-Foster financial literacy and strategic business relationship management to support sustainable client growth.-Collaborate with cross-functional teams to ensure alignment on client solutions and business objectives.**Achievements**-Expanded the market reach of Mastercard’s commercial solutions, increasing client adoption rates by 40% within the first year.-Launched a new commercial card program that resulted in a 25% increase in annual revenue.-Developed training programs for clients to improve understanding of payment solutions, contributing to a 30% improvement in client satisfaction scores.

New York, Ny, Us

-Led a team of financial experts advising multinational clients on B2B payments and working capital solutions, positioning AMEX as a top choice for corporate finance.-Orchestrated the scaling of a diverse corporate client portfolio, leveraging AMEX’s global B2B capabilities to provide value-driven financial solutions.-Developed strategic partnerships with key stakeholders to enhance service delivery and product offerings.**Achievements**-Successfully doubled B2B portfolio size, contributing to a significant increase in annual revenue through strategic global partnerships and financial advisory.-Spearheaded a cross-regional initiative that streamlined B2B payment processes, reducing transaction time by 20%.-Implemented a client feedback system that led to a 15% increase in service satisfaction and retention rates.

Toronto, Ontario, Ca

-Directed the implementation of innovative working capital structures for Fortune 500 clients in the US, enhancing liquidity metrics and operational efficiency.-Managed and expanded a diverse portfolio of corporate clients through the delivery of tailored payment and finance solutions.-Accountable for end-to-end execution of new programs and the management of existing ones, ensuring compliance and risk mitigation.**Achievements**-Increased portfolio value by 30% through the delivery of customized financing solutions, securing high client retention and satisfaction.-Successfully established key Participation Agreements with leading Supply Chain Finance (SCF) providers, significantly enhancing market presence in the U.S. -Recognized as the “Top Performer” in the region for three consecutive years, driving revenue growth and client engagement.

London, Gb

-Led a team of sales professionals targeting middle-market and large corporate clients in Eastern Canada, achieving significant market penetration.-Implemented successful market strategies, acquiring new accounts for trade finance and receivables finance products.-Proactively managed senior management relationships (CFOs, Treasurers) and represented the Bank at key industry events.**Achievements**-Achieved a 25% increase in new account acquisition and secured a portfolio of high-value trade finance and receivables clients, contributing to a revenue increase of 18%.-Successfully launched a new trade finance product that resulted in a 30% market share increase for the bank in Eastern Canada.-Developed targeted marketing campaigns that led to a 50% increase in client engagement at trade shows and conferences.

Washington, Dc, Us

-Managed a team responsible for business development and implementation of the Trade Finance Facilitation Program (TFFP); offering risk mitigation instruments to over 100+ financial institutions in Latin America and the Caribbean.-Developed and implemented new products for the IADB’s trade initiative, including Supply Chain, Structured Trade, and Foreign Direct Investment to support organizational goals in the region.**Achievements**-Expanded TFFP’s reach across 12 countries, resulting in a 40% increase in program uptake and providing essential financing to underserved markets.-Successfully introduced innovative risk mitigation products, improving access to trade finance for SMEs by 25%.-Played a key role in organizing regional trade finance conferences, facilitating partnerships between financial institutions and corporate clients.

Toronto, Ontario, Ca

-Top sales performer, achieving or surpassing revenues and sales targets while managing a $10+ million portfolio of middle-market clients.-Developed and implemented a new structure to provide cross-border financing in China for a Canadian exporter, resulting in $2.7 million of new net revenue.**Achievements**-Consistently exceeded sales targets, recognized as a key contributor to the bank’s growth in trade finance.-Launched a new suite of trade finance products that generated an additional $10 million in annual revenue within the first year.-Conducted workshops and training sessions for internal teams and clients on trade finance solutions, improving product knowledge and sales effectiveness.

Toronto, Ontario, Ca

-Provided market intelligence for identifying and structuring new Trade Finance/Supply Chain products and go-to-market strategies for the bank’s units globally.-Coordinated a sales team across Latin America and the Caribbean to promote the development of trade financing structures for key corporate clients.**Achievements**-Generated $500K+ in new revenue for the Bank in the first year through innovative trade financing solutions.-Developed training and marketing materials and led knowledge-sharing sessions that improved sales team performance and product delivery.-Recognized for enhancing operational efficiencies that reduced the time to market for new products by 30%.

Toronto, Ontario, Ca

-Developed new relationships for the Bank, managing a portfolio of 20+ correspondent bank relationships generating direct revenue of over $1 million annually.-Prepared and negotiated credit presentations for new and existing correspondent and trade lines.**Achievements**-Established strategic partnerships that resulted in a 35% increase in revenue from correspondent banking services.-Implemented a client relationship management system that improved tracking of client interactions and revenue opportunities.

Emba, International Strategy / Finance

Canadian Securities Course

Diploma, International Business

Ba, International Relations

Executive Mba, International Business/Trade/Commerce