SKILLS
Proven ability to develop solid
interpersonal relationships.
Exceptional sales skills.
Results oriented.
Well organized
Self-motivated.
English and Spanish Bilingual.
Microsoft Office proficient.
US Citizen
CONTACT
Cell: 832-***-****
EMAIL: adyofc@r.postjobfree.com
ALEJANDRO MUNGUIA
PROFILE
Experienced International and Domestic Relationship Banking Manager backed by more than fifteen years of experience in the Banking Industry in US soil plus more than 10 years in Mexico. Developed strong banking relationships between US, Mexico, LATAM, Asia and Europe markets. Strong credit analysis skills supported by Formal Credit Trainings plus planning, negotiations, communications, sales, analytical and organizational skills. Certified Public Accountant and Chartered Financial Analyst in Mexico City. SIE, Series 6 and Series 63 with FINRA and Life and health insurance licensed. WORK EXPERIENCE
HIGHLAND CAPITAL BROKERAGE – VP SALES May 2021 - Present
Top producer, exceeding goals since the first year, handling a strong foreign national wealthy clientele.
BBVA – VP INTERNATIONAL WEALTH STRATEGIST 2016 - 2021
Top-five producer since 2016. Exceeding goals managing insurance products and diverse portfolio of C&I and Real Estate loans. PLATINUM INTERNATIONAL - PRESIDENT & CEO 2015 - 2016
Financial Adviser to foreign and domestic customers. PREVIOUS WORK EXPERIENCE
ALLEGIANCE BANK – HEAD OF INTERNATIONAL 2014 - 2015 BBVA COMPASS – VP RELATIONSHIP MANAGER 2012 - 2014 COMMERCE BANK – VP RELATIONSHIP MANAGER 2006 - 2011 BANCA SERFIN, SANTANDER, INVEX - MEXICO 1989 - 2005 EDUCATION
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 USA 2016 FORMAL CREDIT TRAININGS
OMEGA PERFORMANCE 2014
OMEGA PERFORMANCE 2012
NATIONAL BANKING COMMISSION - Mexico City 2011
CHARTERED FINANCIAL ANALYST
UNIVERSIDAD LA SALLE – Mexico City
CERTIFIED PUBLIC ACCOUNTANT 1984-1988