Experience

• 

  Lawsons Wealth

  • Ciudad de Mexico, Mexico

  • Wealth Management Consultant

    • Jan 2023 - Present
    • Ciudad de Mexico, Mexico

    - To establish client investment objectives including risk tolerance and asset allocation - Advising clients on areas including : International Financial Investments and Funds, Regular Savings Plans, International Pension Planning, Education Planning, Property Investment Portfolio Options, Structured Products, Open Architecture Platforms, Tax efficient Repatriation.

• 

  Citi Bank

  • Costa Rica

  • FP&A Senior Analyst

    • Dec 2019 - Mar 2023
    • Costa Rica

    Planning and analysis of the financial performance of Citi Bank in GCB (Global Consumer Bank) for Mexico.

• 

  Grupo Financiero Ficohsa

  • San Pedro Sula

  • Commercial Head of Mortgage Banking

    • Sep 2015 - Aug 2017
    • San Pedro Sula

    Promote a sustainable growth of the mortgage portfolio, increasing monthly disbursements, strengthening costumers loyalty and decreasing the default of the portfolio.

• 

  BAC|Credomatic Network

  • Honduras

  • Commercial Business Coordinator

    • Aug 2012 - Sep 2015
    • Honduras

    Develop and implement strategies for the growth of portfolios and cash management products in commercial banking (SMEs, Commercial and Corporate), using the agencies and affiliated businesses as a strategic partner to achieve the goals established by the Regional Management.

• 

  Red Bull

  • Honduras

  • On Premise Specialist

    • May 2004 - Nov 2007
    • Honduras

    Brand management in the On Premise area, premium accounts. Supervisor of sellers in the On Premise area, Opening accounts, elaboration of events and activities in order to promote the brand, handling and inventory of material P.O.P, image placement through POP material.