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Financial Analyst Relationship Manager

Location:
Katy, TX
Posted:
August 02, 2023

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Resume:

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



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