Financial Analyst Relationship Manager

SKILLS

Proven ability to develop solid interpersonal relationships.

Multitasking.

Exceptional sales skills.

Results oriented.

Well organized

Self-motivated.

English and Spanish Bilingual.

Microsoft Office proficient.

US Citizen

CONTACT

Cell: 832-***-****

EMAIL: **********@*****.***

ALEJANDRO MUNGUIA

PROFILE

Experienced Credit Director backed by more than 20 years of experience in the banking industry with Formal Credit Training. Certified Public Accountant and Chartered Financial Analyst in Mexico City. SIE, Series 6 and Series 63 FINRA licenses and Life and health insurance licenses.

WORK EXPERIENCE

MUNGUIA CAPITAL- PRESIDENT & CEO Sep 2023- Present

Running my own company as a financial broker.

HIGHLAND CAPITAL BROKERAGE –VP May 2021 – Aug 2023

Top financial analyst, exceeding goals from the first year.

BBVA – VP INTERNATIONAL WEALTH STRATEGIST 2016 - 2021

Top-five business developer and credit analyst since 2016. Exceeding goals managing insurance and investment products.

PREVIOUS WORK EXPERIENCE

ALLEGIANCE BANK – HEAD OF INTERNATIONAL 2014 - 2015

BBVA COMPASS – VP RELATIONSHIP MANAGER 2012 - 2014

COMMERCE BANK – VP RELATIONSHIP MANAGER 2006 - 2011

EDUCATION

UNIVERSIDAD LA SALLE – Mexico City

CERTIFIED PUBLIC ACCOUNTANT 1984-1988

FORMAL CREDIT TRAINING

OMEGA PERFORMANCE 2014

OMEGA PERFORMANCE 2012

NATIONAL BANKING COMMISSION - Mexico City 2011

CHARTERED FINANCIAL ANALYST

KAPLAN

SERIES 6 & SERIES 63 FINRA LICENSES 2023

SECURITIES INVESTMENTS ESSENTIALS FINRA LICENSE 2020

NATIONAL INSURANCE SCHOOL ACCIDENT, HEALTH & LIFE

INSURANCE AGENT WITHIN DIFFERENT STATES OF THE USA 2016

Contact this candidate