Asesor en Estrategias de Inversión
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Saltillo, Coahuila
PRIVATE BANKER ANALYST – SCOTIABANK – 2022-TODAY
Analysis, administration, follow-up, and consulting in the joint management of over 70 Premium clients investment portfolios with a total value of up to 1 billion pesos (around 55 million USD). One on one business relationship maintenance with the owners of said portfolios, as well as the pursuit of new prospects and/or investors.
SUPPLY MANAGEMENT – JOHN DEERE – 2021-2022
Materials planner in charge of 8 supplier accounts, successfully supplying Saltillo Components, Ramos Arizpe Components and Loaders plants; simultaneously supporting the invoice payment process.
FISCAL ASSISTANT- BACK OFFICE ONLINE SERVICES - 2021
Creation and presentation to SAT of taxes declarations and income and pay sheet invoices.
COLLECTION - CREDITMAS - 2019-2021
Collection of past due portfolio in SMEs and personal loans, obtaining as result a reduction of credits with late payments.
CO-FOUNDER- 3J JARDINERÍA Y SERVICIOS - 2020-TODAY
Co-founder of a family Enterprise dedicated to trees and garden maintenance, supporting on the direction of a team of five members.
INTERNATIONAL TRADE & BUSINESS DEGREE (2018-2022) – UNIVERSIDAD LA SALLE SALTILLO
AMIB – FIGURE 3 (INVESTING STRATEGIES ADVISOR)
ASOCIACIÓN MEXICANA DE INSTITUCIONES BURSÁTILES
Asesor en Estrategias de Inversión (Serie 210) - Modular V7
Investing Strategies Advisor (Serie 210) - Modular V7
Matrícula / Register = 149146
