Bio
Experience
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Board Member
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Aug 2022 - Present
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Investments Director
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Feb 2018 - Aug 2022
Responsible for setting up a new, open architecture, private banking service for Sura´s clients. A new Sura firm was created and registered by the CNBV.
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Founding Partner and Board Member
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Dec 1997 - Feb 2018
Grew the company with my partners to a USD $2.5 billion AUM financial advisory firm and sold my equity share in 2018.
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President
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Dec 2015 - Dec 2017
Mexican Independent Financial Advisory Association. The Association is conformed of the mostimportant and serious financial advisory firms registered in Mexico with the CNBV. (26associated firms with over USD $15 billion of assets under management as of December 2016).
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Founding Partner and Board Member
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Nov 2005 - Dec 2017
USD $30 million portfolio of micro-loans serviced with payroll deductions, mainly to unionized teachers or people working for the federal or local governments.
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Banking
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700 & Above Employee
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Managing Director
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Dec 1996 - Dec 1997
Head of Banacci´s Asset Trading Desk. Head of Accival Fixed Income Desk.Investment Committee member of Banacci´s Fixed Income Funds.
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Treasury Valuation & Strategy Vice President
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Jun 1995 - Dec 1996
Research-oriented to generate trading ideas for the proprietary position and arbitrageopportunities. Responsible for the Treasury's proprietary position in derivative structures.
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Treasury Associate Vice President
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Jan 1988 - Jun 1995
Structured a USD $200 M Banamex Commercial Paper Program and a USD $206 M Electronic Transfer Master Trust Deal (Euromoney's Asset Back Deal of 1995).
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Education
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1991 - 1993Columbia Business School
Master of Business Administration - MBA, Finance Major -
1985 - 1989Instituto Tecnológico Autónomo de México
Bachelor's degree, Economics
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