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Investment Banking Director
Investment Banking Director
New mentor!
Member since 2026
  • Los Cabos
About the mentor

I am a senior financial executive with more than 20 years of experience across private banking, international wealth management, FX advisory, treasury solutions, and cross-border financial services in Mexico.

Throughout my career, I have specialized in working with high-net-worth individuals, expatriates, entrepreneurs, and corporate clients navigating investments, international banking, foreign exchange exposure, liquidity management, and wealth preservation strategies. My experience combines private banking, treasury management, business development, and institutional relationship management across multiple regions in Mexico.

I currently lead international and expatriate banking initiatives across key markets including Los Cabos, San Miguel de Allende, Puerto Vallarta, Cancún, and Ajijic, overseeing teams, client growth strategies, and regional business development efforts. Over the years, I have helped build and scale banking operations focused on globally mobile clients and international capital flows.

What I enjoy most about finance is not only the business itself, but the ability to create meaningful impact in people’s lives. A significant part of my career has been dedicated to mentoring and developing private bankers, helping many of them grow professionally, improve their financial results, strengthen client relationships, and achieve important personal and career goals.

I strongly believe that long-term success in finance comes from combining technical knowledge with emotional intelligence, trust, leadership, and the ability to genuinely understand people. Beyond markets and products, I enjoy helping others navigate the real-world side of finance — including relationship building, negotiation, business development, client psychology, and long-term career growth.

I am passionate about sharing practical insights from the industry and helping younger professionals better understand how financial institutions, private banking, and international business truly operate beyond textbooks and theory.

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