Finance professional specializing in fintech, risk analysis, & financial advisor
Finance professional with a strong background in fintech, banking, and financial advisory. Expertise in risk analysis, market research, and developing strategic partnerships. Proven track record in analyzing... More
Developed a fintech evaluation system and the 'Call for Fintech' project. Analyzed fintech companies, researched trends, and prospected partnerships to drive innovation.
Provided financial advice, conducted credit analysis, company valuations, market research, and built relationships to promote credit offerings and investment products.
Managed and expanded client portfolios, provided guidance on broker services, introduced clients to the trading platform, and led customer acquisition efforts in forex and commodities.
I analyzed national/international markets, managed portfolios (mutual funds, ETFs, bonds), conducted credit risk analysis and management, performed valuations, and expanded client investments.
Master's Degree in Finance and FIntech, where I was able to learn the elements of fintech and digital transformation, the new trends and caracteristics. It also helped me to gain espextise and to reinforce in the financial anylisis, portfolio management, risk management, credit risk, derivatives and financial statements analysis.
Bachelor's degree focused on financial management, accounting principles, and analysis of financial statements. Developed skills in tax compliance, auditing, and corporate finance, with a strong foundation in both national and international financial practices. Also gained practice and experience in financial markets.
Certification that allows me to give financial advisory in Mexico. Where I was tested for evaluating a portfolio of clients, risk management, credit management, audit, corporate finance, bond calculations, and financial analysis overall.
Passionate about sports, especially football and boxing. I enjoy reading and deeply value spending time with my family. These activities keep me balanced and inspire me both personally and professionally, fueling... More