Hello dear students and colleagues,

I began my career in finance as an intern at Société Générale Investment Bank in Paris, at La Défense. Since 2007 I have managed portfolios and have taught market finance at universities in my home country, Mexico, I just love teaching! In 2018 I obtained a license from the National Banking and Securities Commission in Mexico to perform Wealth (Portfolio) Management as well as Investment Advisory activities for both individuals and companies. As an independent advisor, I'm able to work for my clients, rather than working for a specific financial institution, which gives me the liberty to choose the best banks, brokers, and financial services firms without having a conflict of interest.

Later, I joined GIA Life Mexico, a wealth management company, and I serve as a Senior Investment Advisor. My tasks consist in bringing in new clients, teaching them how financial markets work in simple terms, designing tailored made investment portfolios, monitoring client's investments (as well as my own) and taking investment decisions on behalf of the clients.

We trade on global markets (stocks, ETF's, structured notes, and mutual funds), through some of the largest US brokers (JP Morgan, Interactive Brokers & Bank of New York Mellon). We currently serve more than 3,000 clients in more than 30 cities in 9 countries. We're located on the 24th floor of Torre Natyvo, in Lomas de Angelópolis, the urban area of Puebla, in Mexico.

Personally, I'm a member of the board, and financial advisor to a Startup company (a hospital group) in which I lead the Investor Relations team, I'm in direct negotiations with private funds, and I have already signed an agreement with the Mexican Stock Exchange to take the company public in the future.

I'm open to exchange knowledge and experience in either English or French (Spanish is my mother tongue). Feel free to contact me if you want to know more about my job and how I can be of service to your career and/or internship opportunities.