With a B.S. in Business Administration and Masters in Finance in Mexico City, Mexico, my past education also includes attending classes at the Wharton School of Business at the University of Pennsylvania in Maximizing Client Relationships and Strategies for Growth Programs.
Some of my past employment includes:
VECTOR GLOBAL WMG, UBS FINANCIAL SERVICES, BANAMEX (MEXICO CITY), ABBTRA INVESTMENTS (SWITZERLAND), MERRYLL LYNCH (SWITZERLAND, GRUPPO FINANCIERO INBURSA (MEXICO CITY).AND have the unique and extensive knowledge of trading systems in Switzerland, United States and Mexico working as an International Advisor, Analyst and Private Wealth Manager speaking English and Spanish, Portuguese and French.
At JCSC, I am committed to acting as a fiduciary in all aspects of my relationship with you. This means I am legally and ethically obligated to prioritize your best interests above all else.
As your private wealth manager, I will:
Provide personalized advice tailored to your unique financial goals and circumstances.
Disclose any potential conflicts of interest and ensure transparency in all our dealings.
Offer clear and straightforward explanations of our fees, services, and recommendations.
Uphold the highest standards of integrity, professionalism, and accountability.
My fiduciary duty is the foundation of my client relationships, and I am dedicated to helping you achieve long-term financial success with confidence and peace of mind.
Brokers License CNBV. FINRA - included Series 7, Series 66 and Life and Health