He has more than 17 years of experience in International Private Banking as Senior Financial Advisor in global markets.
At
BBVA Investments, he had more than $350 million dollars in managed assets.
He holds a B.A. in Public Accounting from the
Autonomous Technologic Institute of Mexico (ITAM) with postgraduate studies in Stock-Exchange Finances from ITAM.
He holds the licenses of Registered Representative (series 7), Investment Adviser Representative (series 66) from FINRA and of Insurance and Variable Annuities for the state of Florida.
He is Managing Director in
Progress Investments, LLC and
Progress Advisors, LLC.
Estate Planning
