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INDIVIDUALS REACHED THROUGH FINANCIAL ADVISORY PROGRAM
550
K
AFORE · IRA · INFONAVIT · REMITTANCES
140%
GROWTH IN REACH ACROSS
CHASE BANK · M&T BANK · SANTANDER
Best Financial Advisory Strategy
in the Mexican Consular Network 2024
#1
Largest FINABIEN Cards Distributor 2024
Institutional Collaborations
A CROSS-BORDER NETWORK SPANNING BANKING, CAPITAL MARKETS & ECONOMIC POLICY



Ministry of Economy of México
01 · PROFILE
Where policy
meets capital.
My work sits at the intersection of economic policy and cross-border investment, a space that requires equal fluency in government priorities and capital markets logic.
At the Consulate General of Mexico in New York, I analyzed FDI flows, USMCA trade dynamics, and near-shoring trends across North America, producing economic reports for government stakeholders while coordinating investment promotion engagements with institutional partners including JPMorgan, Citibank, BIVA, and Amexcap.
Previously, I designed and led a bilateral financial advisory program from the ground up, partnering with Chase, Santander, and M&T Bank to deliver cross-border financial guidance to over 550,000 individuals across the U.S., covering instruments from IRAs and AFOREs to small business banking access. The program earned global recognition as the Best Practices Financial Advisory Window across the Mexican consular network worldwide. Series 66 licensed. Bilingual and learning French. Focused on the Mexico–U.S. capital markets interface.
Yale University
International Exchange · 2022-2023
Tecnológico de Monterrey
B. A. in Global Business · 2019-2023
Series 66 · SIE
Licensed · 2025
New York, NY
Based in New York City
Spanish · English · French
Native · C2 TOEFL · Intermediate
02 · EXPERIENCE
CONSULATE GENERAL OF MÉXICO IN NEW YORK
August 2025 - June 2026

Economic and Commercial Analyst
As Economic & Commercial Affairs Analyst at the Consulate General of Mexico in New York, I produced macroeconomic intelligence reports covering FDI flows, USMCA trade dynamics, and near-shoring capital allocation in México, delivered directly to government stakeholders.
I coordinated investment promotion engagements between senior executives from institutions including JPMorgan Chase, Citibank, Goldman Sachs, and BlackRock, and Mexican government counterparts, connecting institutional capital with priority investment zones under frameworks such as Plan México.
FDI ANALYSIS
MACROECONOMIC RESEARCH
INSTITUTIONAL COORDINATION
CAPITAL MARKETS
NEARSHORING
CONSULATE GENERAL OF MÉXICO IN NEW YORK
September 2024 - August 2025

Financial Analyst · Head of Financial Advisory Program
As Head of the Financial Advisory Program at the Consulate General of Mexico, I built and scaled a bilateral financial advisory operation from the ground up — establishing institutional partnerships with JPMorgan Chase, Santander, and M&T Bank and personally delivering cross-border financial guidance across IRAs, AFOREs, and capital access instruments to over 550,000 individuals.
I grew program reach by 140% and earned global recognition as the Best Practices Financial Advisory Program across the entire Mexican consular network worldwide.
PROGRAM DESIGN
DATA SEGMENTATION
FINANCIAL ADVISORY
LEADERSHIP
REMITTANCES

RIVERO AUTOMOTIVE ALLIANCE
February 2024 - July 2024
Customer Experience (CX) & Digital Operations Manager
As CX & Digital Operations Manager at Rivero Automative Alliance, I led cross-functional data analysis across CRM metrics, customer satisfaction indicators, and post-purchase incentive spend, optimizing cost-per-satisfaction ratio across two dealership locations.
Acting as the central coordinator between marketing, sales, and service departments, I exceeded General Motors Mexico's annual customer satisfaction benchmark by 120% within sixty days of implementation.
CRM ANALYTICS
CUSTOMER INTELLIGENCE
03 · CREDENTIALS
FINRA
Series 66 License
Jun 2025
BLOOMBERG INSTITUTE
Spreadsheet Analysis
Jun 2025
YALE UNIVERSITY
Business Decision-Making
Feb 2022
FINRA
Securities Industry Essentials
Apr 2025
BLOOMBERG INSTITUTE
Financial Fundamentals
Jun 2025
TECNOLÓGICO DE MONTERREY
Global Supply Chain Analysis
Dec 2023
WHARTON
Business & Financial Modeling
Aug 2025
YALE UNIVERSITY
Financial Markets
Mar 2026
TECNOLÓGICO DE MONTERREY
Multicultural Negotiations
Dec 2023
BLOOMBERG INSTITUTE
Bloomberg Market Concepts
Jul 2025
YALE UNIVERSITY
Business Administration
Nov 2023
TECNOLÓGICO DE MONTERREY
Financial Analysis
Dec 2023
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