Open to opportunities

jesus agustin izaguirre diaz

@jesusagustinizaguirr

Message

I build investment strategies and private banking relationships across Mexican equity and debt markets.

Mexico

Message

What I'm looking for

I'm looking to apply my investment advisory, private banking, and institutional promotion experience to develop investment strategies, strengthen client relationships, and build financial-product alliances.

I've spent 30 years in Mexico's securities industry, advising clients on investment strategies across equity and debt markets. At Punto de Bolsa, I develop strategic alliances with Seguros Azteca for new financial products, following independent investment advisory work at Columbus de México.

I've led private banking, high-net-worth, institutional promotion, and wealth management initiatives at SURA, Casa de Bolsa Santander, IXE Casa de Bolsa, Banorte, Vector Casa de Bolsa, and Acciones y Valores de México. I hold AMIB authorization and recertification as an Integral Investment Strategies Advisor, plus Afore and insurance certifications.

Experience

Work history, roles, and key accomplishments

Current

Asesor Senior

Current

Punto de Bolsa, S.A. de C.V.

Feb 2020 - Present (6 years 6 months)

Responsable de alianzas estratégicas con Seguros Azteca en el desarrollo de nuevos productos financieros.

Education

Degrees, certifications, and relevant coursework

Universidad Nuevo Mundo

Licenciatura en Administración, Administración

1983 - 1987

Activities and societies: Servicio Social: Desarrollo Industrial Integrado (S.T.y P.S.) - Programa de desarrollo de control de calidad para las empresas manufactureras.

Licenciatura en Administración. Tesis profesional sobre Sociedades de Inversión de Capitales (SINCAS).