More than 11 years of experience in international financial markets.
He was Senior Financial Advisor for
International Private Banking at
Grupo BBVA for 10 years.
At BBVA Investments, he had more than $200 million dollars in managed assets.
He has specialized in Financial Planning and Wealth Management.
He holds the licenses of Registered Representative (series 7), Investment Adviser Representative (series 66)
and Uniform Securities Agent State Law (series 63) from FINRA.
He holds a B.A. in Business Administration from
Anahuac University, Mexico.
He is Managing Director in
Progress Investments, LLC and
Progress Advisors, LLC.
Communication with :
Agustín Toussaint
Estate Planning
