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Juan Pablo Arizmendi Galvan

@juanpabloarizmendiga

Strategy and financial advisory professional focused on U.S. markets and investment-ready financial business models.

Mexico
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What I'm looking for

I’m looking to move deeper into investment advisory work focused on U.S. markets—building client-ready analysis, portfolio communication, and scalable financial models in environments where strategy and execution both matter.

I’ve led cross-border strategy work for NTT DATA with financial services and banking clients across Latin America, supporting revenue expansion, competitive positioning, and initiatives around fraud reduction and payment modernization.

Before that, at Minsait I helped redesign commercial planning for a large Mexican retail organization and produced high-speed strategic analysis and presentation materials for senior stakeholders. At Sintec Consulting, I supported commercial and operational projects for multinational consumer goods clients, including implementation planning and business analysis.

Alongside consulting, I developed a U.S. equity-focused investment strategy centered on market structure, risk management, and tactical exposure. I also built investment communication and portfolio analysis experience, supported by my Series 65 (passed) and AMIB Figure 3 / Series 210.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

Tecnológico de Monterrey logoTM

Tecnológico de Monterrey

Bachelor of Finance, Finance

2014 - 2018

Bachelor of Finance degree from Tecnológico de Monterrey from 2014 to 2018.

Tech stack

Software and tools used professionally

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