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Work Background
Manager
ValthenaManager
Sep. 2024París, Isla de Francia, Francia
Associate
McKinsey & CompanyAssociate
Mar. 2023 - Aug. 2024Paris, Île-de-France, France
Summer Associate
McKinsey & CompanySummer Associate
Jun. 2022 - Aug. 2022Mexico City, MexicoHelped an International Food & Beverage company develop an RFx Factory, which is a structured approach to address indirect cost categories in an Agile way, capturing US$3-5M in savings.
Expansion Manager
COPLAINSAExpansion Manager
Sep. 2019 - Feb. 2022Celaya, Guanajuato, México- Determining the strategic short and long-term goals for the company. - Implementation of the proposed goals. - Project evaluations. - Measurement of KPI's. - Direct support to CEO & CFO.
Wealth management advisor
CitibanamexWealth management advisor
Dec. 2018 - Aug. 2019Guadalajara Area, Mexico- Managed an investing portfolio with 150+ clients with a 250% yearly goal for new clients, a 25% increase of the portfolio value, and 105% profitability. - Created and implemented a new strategy for personal back-to-back loans and customer acquisition that increased the monthly mean of new customers by 45%. - Developed and coordinated the Jr. Banker Associates training program for 2019. - Acknowledged as one of the top 25 bankers in the 2019 national ranking.
Relationship Officer II(CitiGold Banker)
CitibanamexRelationship Officer II(CitiGold Banker)
Nov. 2017 - Nov. 2018- Managed credit facilities, treasury, and FX services for a portfolio of over 850 Million USD. - Represented the “Top 10 Clients” portfolio strategy for the western region. - Analyzed the profitably, trends, and financial reports of the bank’s clients to develop growth strategies. - Designed and directed an internal restructure for anti-money laundering regulation (AML). Trained and led the team assigned to such strategy.
Gte. de Relationhip Officer
SANTANDER PRIVATE BANKINGGte. de Relationhip Officer
Nov. 2015 - Nov. 2017Guadalajara y alrededores, México- I assisted in the effective management of an $85 million USD investment portfolio. - Identified investment and credit opportunities for clients achieving repatriation of more than $40 million USD and loans granted for more than $10 million USD. - I monitored the portfolio's performance and prepared earnings reports to collaborate and better represent my clients. - I managed the trainee program for Santander Private Banking in Guadalajara.
Estudiante en prácticas
SANTANDER PRIVATE BANKINGEstudiante en prácticas
Aug. 2015 - Nov. 2015Blvd. Puerta de Hierro, Guadalajara, Jal.Support Sr. bankers with daily operations Client support Executive presentations developement Report & Analysis for executives
Estudiante en prácticas
CoplainsaEstudiante en prácticas
Feb. 2013 - Sep. 2014Celaya, Guanajuato, MéxicoAn internship where I had the opportunity to collaborate directly with the company's CFO in the elaboration and analysis of cash flows for new and existing projects. Furthermore, I effectively assisted in accounting processes, financial statement analysis, and the definition of KPI's.
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