Experience

Beserva

• Mexico
• Technology, Information and Media
• 1 - 100 Employee

• Founder & CEO

  • Feb 2022 - 1 year 11 months

  Mexico City, Mexico - Mass Challenge LatAm 2023 finalist- 3rd place winner (out of 500 startups) - Endeavor x MIU Igniverse 2023 - AWS Elevate LatAm 2023 - Emprelatam #EPA27 2023



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Private Bank Latin America - Relationship Manager

  • Jul 2021 - Dec 2021

  New York, New York, United States - Led client acquisition and retention efforts of new and existing relationships by helping devise customized financial strategies to grow portfolio assets under management and revenue - Identified event driven opportunities bringing in sector and region expertise as appropriate to meet client acquisition, revenue generation, product alignment, customer satisfaction and cost containment targets - Executed interdisciplinary solutions for client needs by coordinating with investment… Show more - Led client acquisition and retention efforts of new and existing relationships by helping devise customized financial strategies to grow portfolio assets under management and revenue - Identified event driven opportunities bringing in sector and region expertise as appropriate to meet client acquisition, revenue generation, product alignment, customer satisfaction and cost containment targets - Executed interdisciplinary solutions for client needs by coordinating with investment, capital, and trust & estate specialists - Partnered closely with other HSBC departments to leverage cross selling opportunities to bring relevant products and services to clients

• Private Bank Latin America - Relationship Officer

  • Mar 2019 - Jun 2021

  Greater New York City Area - Conducted new client/prospect research, generated leads and identified referrals to new clients - Provided accurate and timely revenue tracking and deal pipeline reports to measure business opportunities - Collaborated with integrated team members to produce customized investment, credit, and wealth management recommendations that consider client’s appropriate risk tolerance and investment horizon - Contributed to business growth by enhancing customer experience through the… Show more - Conducted new client/prospect research, generated leads and identified referrals to new clients - Provided accurate and timely revenue tracking and deal pipeline reports to measure business opportunities - Collaborated with integrated team members to produce customized investment, credit, and wealth management recommendations that consider client’s appropriate risk tolerance and investment horizon - Contributed to business growth by enhancing customer experience through the implementation of systems and procedures to ensure global



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Asset Management Analyst - Private Bank Latin America

  • Jul 2017 - Feb 2019

  Greater New York City Area - Analyze balance sheets and create customized investment recommendations based on client specific risk/return objectives - Calculate portfolio performance using return benchmarking and Monte Carlo simulations - Organize in country roadshows for product offerings and asset class senior speakers for clients and prospects - Responsible for onboarding new clients through account opening procedures, preparing documentation and writing KYC - Generate individualized pitch books and… Show more - Analyze balance sheets and create customized investment recommendations based on client specific risk/return objectives - Calculate portfolio performance using return benchmarking and Monte Carlo simulations - Organize in country roadshows for product offerings and asset class senior speakers for clients and prospects - Responsible for onboarding new clients through account opening procedures, preparing documentation and writing KYC - Generate individualized pitch books and proposals to pursue prospects Show less



Coffee 'N Clothes

• United States
• Advertising Services
• 1 - 100 Employee

• Marketing, Sales & Social Media Intern

  • Feb 2017 - May 2017

  Greater New York City Area - Conducted on-going research projects on key industry trends, competitive insights, new brand fits across all verticals (fashion, beauty, home), photo research and sourcing inspiration - Measured the impact of social media efforts through relevant monitoring tools and analyzed data to inform growth strategy, identify wins and optimize initiatives and content strategy - Performed market research to help ideate new partnership opportunities and enhance existing one by researching talent… Show more - Conducted on-going research projects on key industry trends, competitive insights, new brand fits across all verticals (fashion, beauty, home), photo research and sourcing inspiration - Measured the impact of social media efforts through relevant monitoring tools and analyzed data to inform growth strategy, identify wins and optimize initiatives and content strategy - Performed market research to help ideate new partnership opportunities and enhance existing one by researching talent options (bloggers, influencers, tastemakers, etc.) for custom advertising campaigns Show less

• Asset Management Summer Analyst

  • Jun 2016 - Aug 2016

  New York, New York Summer Intern at GWM- Placement Team: Latin American Region - Mexico: - Rotated between the Investor role, who provides investment ideas to clients after assessing their true risk tolerance and the Banker role, who oversees client relationships and provides strategic advice and access to specialists - Analyzed the Mexico Team’s alternative investment allocations in order to shape investment strategy moving forward - Prepared client performance reports, total return analysis reports… Show more Summer Intern at GWM- Placement Team: Latin American Region - Mexico: - Rotated between the Investor role, who provides investment ideas to clients after assessing their true risk tolerance and the Banker role, who oversees client relationships and provides strategic advice and access to specialists - Analyzed the Mexico Team’s alternative investment allocations in order to shape investment strategy moving forward - Prepared client performance reports, total return analysis reports, credit analysis reports, and asset allocation reports - Evaluated the implications of significant market trends and events on specific client portfolios and pitched opportunistic investment responses Show less



C&M Media

• Germany

• Intern

  • Sep 2015 - Nov 2015

  Greater New York City Area Marketing consulting firm - Developed strategic communication plans to promote clients credentials - Investigated current trends and world issues to pursue in depth market analysis - Promoted fashion and lifestyle brands through social media marketing tools



EY

• Entertainment Providers
• 1 - 100 Employee

• Transactions- Strategy & Operations

  • Jul 2015 - Aug 2015

  Madrid Area, Spain Summer Intern at Ernst & Young Transactions, in the Strategy and Operations department: - Evaluated clients’ internal structures and developed business strategies based on company specific relative strength analysis - Performed due diligence and commercial diligence to asses client improvement opportunities - Developed market outreach plans based on industry research in order to win the firm new business