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Work Background
International Economic Advisors LLC - Private Family OfficeInternational Family Office Executive
May. 2018Houston, Texas, United StatesFounded and expanded family office consulting services, international and domestic estate planning, family governance guidelines, and business development strategies for UHNW clients. Established key partnerships with leading firms at the C-Suite level to cater to family office clients. Implemented a comprehensive management, operating, and reporting system for streamlined project monitoring and immediate access to critical information. #FamilyOffice #EstatePlanning #BusinessDevelopment #Partnerships
VectorGlobal WMGDirector Family Office
Jan. 2017 - May. 2018Miami and HoustonRecruited back to company to establish the operational grounds for the development of the family office division. Supervised, managed, and trained 5 direct reports in US. and indirectly supported team of financial advisors in Latin America serving international UHNW client accounts. Reported to CEO.
Wells Fargo AdvisorsVice President and Investment Officer
Sep. 2014 - Oct. 2016The Woodlands, Texas, United StatesBrought in to expand international business division by capturing new accounts, increasing AUM, and provide stellar financial management services to wealthy US and international clients.
VectorGlobal WMGDirector of Wealth Management
Apr. 2012 - Sep. 2014The Woodlands, Texas, United StatesHired as financial advisor to build new UHNW book of business in Mexico and US, partnering with client legal counsel to create investment structures and estate planning strategies. Obtained FINRA Series 7 and Series 63 licenses. Built multimillion dollar portfolio from scratch in under 2 years.
UBSAccount Vice President
Oct. 2011 - Jan. 2012Houston, Texas, United StatesRelocated from Mexico to Houston in October 2011 with UBS-sponsored work visa but received green card before onboarding complete requiring return to Mexico in early 2012 to complete permanent resident visa process.
ActinverDirector
Aug. 2007 - Oct. 2011Baja California, MexicoOpened brokerage operations in Baja California market, and integrated clients acquired through mergers with Operadora de Fondos Lloyd and Prudential Bank. Grew brokerage, mutual fund, and AFORE services in Baja California, Tijuana, and Mexicali, built team of 70 financial advisors for 3 divisions
Marsh McLennanVice President of Business Development
Jun. 2005 - Aug. 2007Mexico City, MexicoGrew client base for risk management and insurance products and collaborated with CEO and Managing Director of Business Development in capture of key corporate accounts.
Corporación del Fuerte Coca-Cola Bottling GroupCorporate Treasurer, In-house Legal and RIsk Management
Feb. 2002 - Jun. 2005Tijuana, Baja California, MexicoDirected treasury operations, legal compliance and risk management for Coca-Cola Bottling and distribution franchise in Baja California, Chihuahua, and Sinaloa.
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