Executive Managing Director
Resume:
ALONSO PEREZMARTINEZ D.
E-MAILS:
*********@***.***
******.*************.*@*******.***
*********@*********************.***
HOME RESIDENCES:
NORDELTA - Barrio Golf
San Andrés (Lote) #77
1670 Provincia de Buenos Aires,
Partido de Tigre, ARGENTINA
Phone: + 011 (54.911) 6895-4566 & + 011 (54.11)4871-7425
Agua #300.
Colonia Jardines del Pedregal
México D.F. 01900, MEXICO
Phone: +52-55-566*-**** & +52-55-566*-****
17234 Sonoma Springs
San Antonio, TX. 78232, USA
Phone: +305-***-****
18123 E. Newburgh St.
Azusa, CA. 91702, USA
Phone: +305-***-****
Board Member / President / CEO / Country Manager / Managing Director /
Global Market Development / Wholesale and Retail Banking Operation’s Manager /
Int’l Private Banking Managing Director / Wealth & Asset Management Managing Director
/ International Banking Operations Manager / CRM Pension Funds Manager /
Corporate Finance / M&A / Sales / Marketing / REITS
He began his career in 1972 at Bank of America, Mexico Rep. Office, where he was responsible for the Correspondence and Private Banking Sections. After four years tenure he was recognized for his good work and offered to relocate to the United States to continue his career.
Upon arriving in the USA in 1976 he worked for Bank of America, LA International Banking Office -Western Hemisphere Section servicing major Corporate Clients in their international trade finance needs; i.e.: PEMEX $12 billion syndication loan, where Bank of America was the Agent with 120 Bank Participants.
In 1977 he was transferred to the LA Corporate Office, Manufacturing Section where as a VP he serviced the credit and overall financial needs of some of America’s largest and most prestigious Institutions. His bookings at the time consisted in twenty companies with loans of approximately $1.2 billion.
In 1980 was named Assistant Manager of the LA-IBO with 1200 people under his wing, servicing 400 Southern California branches with their international trade finance needs and loan syndications to include the coordination, administration and documentation of credit extensions and commitments.
After completing the above assignment, Alonso was promoted in 1982 to VP / Managing Director for Bank of America’s three International Private Banking offices in California, plus the ones in Texas and Miami, with a total marketing and support staff of 90 people. Under his leadership, this team effectively serviced international Private Banking customers with deposit portfolios of $1B and loan portfolios of $180M.
An exciting opportunity presented itself in 1986 and Mr. Perezmartinez resigned his position at Bank of America in order to join Republic International Bank of New York (CA) as President. His primary responsibility at RIBNY was to assure the bank’s profitability, with an emphasis on increasing deposits. During his eight year tenure in that position, he increased customer deposits from $20M to $675M and retained earnings from $2M to $16M, with the bank consistently receiving top audit ratings.
Achieving what he had set out to accomplish, Alonso left the bank in 1994 and served for two years as EVP Latin America for Trust Company of the West (an asset management company), before joining AMVESCAP Group Services, Inc. as President/CEO and Global Partner of INVESCO LATAM, a position he held until mid-2004. Under his watch, he established and managed the operating offices of Argentina and Brazil, as well as established a marketing presence in Chile, Colombia, Mexico, Peru and Venezuela, where with his team brought in $900MM under his management making INVESCO one of the leading asset managers in Latin America.
Capitalizing on his vast amount of experience, Mr. Perezmartinez launched Alonso Perezmartinez & Associates his own consulting firm in 2005, building relationships with corporate clients and UHNW individuals throughout the Americas. As President, he concentrated in analyzing financial activities and business processes, primarily for oil and gas, real estate and private equity-related businesses, devising strategies to optimize profitability.
In December 2010 he joined Lloyds TSB Bank plc office in Miami as a Senior Director for Latin America. While at Lloyds he marketed investment products to UHNW individuals throughout Latin America. He succeeded in obtained a mandate for the acquisition of a major mining operation in South America, as well as a mandate from one of Mexico's prime companies to service their Treasury/Corporate needs in Europe. Unfortunately, soon after his joining Lloyds TSB Bank plc underwent a major restructuring causing it to downsize its UK operations by 45,000 employees and close more than fifty percent of its international operation, therefore causing a mass exodus of its global marketing sales force. In the case of the Miami Office the operation saw its third massive exodus in five years leaving it with only five marketing officers. With this scenario he resigned to his position last October 2011 with only nine months of having worked at Lloyds.
In view of the above in 2012 he joined C&C studies & projects a family based company as Senior Executive Director for Latin America, where he extends edification, supervisory and consultant services in construction related companies, as well as represent foreign companies in Mexico in oil and gas, mining, construction and real estate related businesses.
Mr. Perezmartinez is now eager for a new challenge and is targeting a Board of Director, a President, CEO and/or a Senior Executive Managing Director position. He is open as to industry and geographical location due to his overall background and is eager to utilize his vast financial and marketing experience, multi-lingual capabilities, as well as his UHNW individual and Institutional contacts throughout the Americas. His experience is supported by a BS in Economics from the University of the Americas in Mexico City and an in-house Bank of America, MBA sponsored Training Program.
CAREER HISTORY & HIGHLIGHTS
Executive Director of Latin-America
C&C studies & projects, 2012 to Present
A family based company where his knowledge of the region, the most fantastic network of UHNW individuals, knowledgeable of industries such as Oil & Gas, Mining, Infrastructure and Energy, truly bicultural, well known and respected by the main CEO’s of the region, high Government Officers, even Presidents of the Nations, allows him to identify the perfect partner to match and enhance every business.
Senior Director Latin America
Lloyds TSB Bank plc, Dec. 2010 to Nov. 2011
Responsible for marketing Lloyds TSB Bank plc investment banking products to UHNW individuals and corporations throughout Latin America obtained (among other business opportunities in the Pipeline) a mandate for the acquisition of a major mining operation in South America, between $250M & $500M in sales, as well as a mandate from one of Mexico's prime companies to review Lloyds's feasibility of servicing their Treasury and Corporate needs in Europe.
President
Alonso Perezmartinez and Associates, 2005 to October 2010
Alonso started up this consultancy to provide financial and business operations advice to corporate clientele and UHNW individuals throughout the Americas. He helped craft international principal investment funds by raising funds from UHNW individuals as well as corporations such as Sovereign Wealth Funds for venture capital business opportunities and real estate investments throughout Latin America. He has acted as Senior Financial Advisor for Patton Boggs LLP in Latin America, with
the purpose of attracting businesses to and from the states for its multidisciplinary practice group in its different types of businesses. Alonso has also provided investment and financial consulting services to Pride International and PEMEX, with the primary goal of significantly reducing expenses.
President / CEO / Global Partner
AMVESCAP Group Services, Inc., 1997 to 2004
Mr. Perezmartinez was recruited by this leading financial firm to establish its presence in Latin America. He opened operating offices in Argentina and Brazil, and introduced AMVESCAP’s two main asset management houses, INVESCO and AIM, throughout Latin America.
In Argentina he set up Latin America’s headquarters and established two companies to draw full advantage of opportunities for business in the region. He also served on the Board of both companies.
With INVESCO “Sociedad Gerente de Fondos Comunes de Inversion, S.A.”, he was responsible for managing five local funds with a client base composed of pension and insurance companies as well as several of the company’s global distributors including Merrill Lynch, Citigroup and Banco Santander.
Related to INVESCO Global Asset Management of Argentina, S.A., Mr. Perezmartinez was in charge of marketing the firm’s offshore funds throughout Latin America. In Brazil, he also opened an office in Sao Paulo and established local asset management, creating seven domestic funds and separate accounts.
His accomplishments included bringing a RFP for $250M fixed income mandate from the Central Bank of Argentina and a $200M mandate from the Central Bank of Brazil.
In Chile Alonso made INVESCO and AIM two of the country’s leading asset management houses, with thirty-five of their global offshore funds listed with the local SEC and making them eligible for investment by the Chilean Pension Fund companies. Fifteen of INVESCO’S Global Offshore Funds were listed for distribution to the retail market by Chile’s principal banks.
Peru also made INVESCO one of its leading asset management houses, with twelve of its global offshore funds listed with the local SEC, making them eligible for investment by Peruvian Pension Fund companies.
Finally, it was in Mexico where Mr. Perezmartinez’ extensive experience, valuable contacts, and development of personal and professional relationships earned him recognition as one of Mexico’s best known and trusted asset and wealth management bankers.
During his seven-year tenure with AMVESCAP, Mr. Perezmartinez brought a total of $900M assets under management.
Executive Vice-President
Trust Company of the West, 1993 to 1996
Alonso was responsible for marketing this asset management firm’s 45 investment management products to central banks, pension fund administrators, corporations and high net worth individuals in Latin America.
His accomplishments included penetrating and creating an awareness of TCW through extensive travel to Mexico, South America and Puerto Rico, where he established hundreds of contacts with government figures, corporate executives, bank officers and high net worth individuals. Alonso introduced TCW to over 1,800 contacts in Mexico and over 1,500 in South America and Puerto Rico through personal visits, telephone contact and the mass mailing of marketing materials.
President
Republic International Bank of New York (CA), 1986 to 1993
After a long and very successful career with Bank of America, Mr. Perezmartinez was recruited to direct Republic National Bank of New York’s Subsidiary in California, with oversight of 80 people. This was a turnaround situation, as the bank had received a poor SEC audit rating, causing its holding company to ouster RIBNY’s President.
As the new President, Alonso needed to re-vamp the bank’s structure and replace personnel with top-notch managers and traders. He hired and empowered a talented marketing team to do direct solicitation of international private banking clients in Mexico and Asia, and skilled operations personnel, professional managers and traders for the expansion of Eurodollar investments, Bankers Acceptance Refinance, Banknotes Trading and Letters of Credit business.
The results were impressive! The bank's profitability grew from $2M in 1985 to $16M at the end of 1991. Customer deposits increased from $20M at the end of 1985, to $675M at the end of 1992. The bank consistently received outstanding ratings from internal auditors as well as Federal Reserve Examiners for being a very well managed and efficiently operated bank.
Managing Director International Private Banking
Bank of America, 1972 to 1985
Alonso Perezmartinez was promoted in 1982 to Managing Director of Private Banking International, this time to manage all five offices in California, Texas and Florida with combined assets under management of $1B, loan portfolios of $180M and a total marketing and support staff of ninety.
Prior to PB he worked for three years as VP at the Los Angeles Corporate Office, Manufacturing Section where he serviced the credit and overall financial needs of some of the largest Corporate Companies in America, i.e., MATTEL, VIVITAR, Martin Murrieta, Rockwell, etc.
Upon arriving in the USA in 1976 he worked at the International Banking Office of Los Angeles where he had a staff of 1,200 marketing and operations people, responsible for servicing the 400 Southern California branches with their international trade finance needs and loan syndications to include the coordination, administration and documentation of credit extensions and commitments. This amounted to a total credit portfolio of over $9B.
Senior management made the decision to close the office in Los Angeles and transfer all operations to the bank’s headquarters in San Francisco. As Assistant Manager, Alonso assured the 3,000 accounts, with $2B in deposits and $9B of credits, were serviced on time. In addition, and under the “Ichak Adizes” Academy of Management Program, Alonso led the successful re-deployment of 1,200 personnel through attrition, transfers and terminations within allotted time limits.
Mr. Perezmartinez started his banking career at Bank of America, Mexico Representative Office, where he served as AVP Account Officer in the Correspondence Banking and Private Banking Section.
ADDITIONAL INFORMATION
BS, Economics, University of the Americas, Mexico City
Numerous continuing education courses at INVESCO and Republic National Bank of NY to include an in-house Bank of America MBA training program.
Enjoys playing tennis and golf and watching football and soccer.
Fluent in English and Spanish with some knowledge of Portuguese.
Mr. Perezmartinez is in excellent health, is married and is the father of three children.
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