Actinver Securities
Industry: Company
DescriptionFounded: 1993 Parent organization: Actinver
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Actinver Securities Employees
Allegiance Bank August 2013 - Present
Actinver Securities 2010 - 2012
Actinver Securities, Inc 2006 - 2008
Skills
Accounts Payable, Access, Account Reconciliation, Accounts Receivable, Analysis, Financial Statements, Accounting, Finance, Internal Audit, Management
Education
University of Houston-Downtown
Bachelor's of Science, Multi/Interdisciplinary Studies
Actinver Securities October 2004 - Present
Actinver Wealth Management October 2004 - Present
Skills
Investments, Asset Managment, Portfolio Management, Equities, Financial Analysis, Series 7, Alternative Investments, Hedge Funds, Securities, Fixed Income, Mutual Funds, Derivatives, Trading, Wealth Management, Business Planning, Series 63, Investment Strategies, Business Strategy, Capital Markets, Investment Advisory, Mergers & Acquisitions, Strategic Planning, Asset Allocation, Financial Markets, Asset Management, Emerging Markets, Investment Banking, Valuation, Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 2001 — 2003
MBA, MBA
Instituto Tecnológico Autónomo de México 1989 — 1994
Economics, Economics
Actinver Securities January 2012 - Present
Actinver Securities January 2011 - January 2012
Consulate General of Mexico January 2010 - July 2010
Lone Star College January 2007 - December 2008
Walt Disney World May 2006 - August 2006
Skills
Investments, Spanish, Strategic Planning, Mutual Funds, Customer Service, Microsoft Office, Finance, Strategic Financial..., Portfolio Management, Series 66, Customer Satisfaction, Public Relations, Licensed Life Insurance..., Licensed Property &..., Hold Series 7, Uniform Combined State..., Asset Management, Microsoft Excel
Education
St. Edward's University 2007 — 2010
Bachelor, Business Administration
Tecnológico de Monterrey 2005 — 2007
Bachelor, Coursework BBA
3266 Partners, LLC. August 2008 - Present
Sowell Management Services December 2014 - May 2015
Actinver Securities February 2014 - November 2014
Fisher Investments August 2013 - January 2014
Fidelity Investments January 2010 - August 2013
Fidelity Investments January 2001 - January 2010
Fidelity Investments January 1999 - January 2001
Fidelity Investments May 1998 - January 1999
American Express August 1996 - May 1998
ClubCorp May 1992 - August 1996
Skills
Mutual Funds, Retirement, 401k, Investments, Financial Services, Retirement Planning, Fixed Annuities, Financial Planning, Series 7, Securities, Series 63, Financial Advisory, Finance, Strategic Financial..., Employee Benefits, Asset Allocation, Estate Planning, Investment Strategies, Defined Contribution, Relationship Management, FINRA, Portfolio Management, Uniform Combined State..., Qualified Retirement..., Defined Benefit, Retirement Plan..., Pensions, Series 6, Modern Portfolio Theory, Series 9/10, Annuities, Consultative Selling, Series 65, Training, Wealth Management, Leadership, Management, Sales, Asset Management, Investment Advisory, Team Building, Team Leadership, Team Management, Team Motivation, Project Management, Client Relations, Client Education, Client Presentation, Sales Operations, Sales Presentations
Education
Tulane University - A.B. Freeman School of Business 2003 — 2004
MBA Certificate, Finance, General, 4.0
Texas Tech University 1987 — 1990
BS, Physical Education
St. Mary's University 1984 — 1987
N/A, Economics
St. Thomas High School, Houston, TX 1980 — 1984
Diploma
Alliance Bernstein June 2015 - Present
Actinver Securities October 2014 - June 2015
Actinver Securities March 2014 - October 2014
Teavana March 2012 - December 2013
Skills
Microsoft Excel, Microsoft Word, Teamwork, Financial Analysis, Customer Service, Data Entry, Finance, Sales, Outlook, Team Leadership, English, Forecasting, Spanish, Project Management, Negotiation
Education
The University of Texas at San Antonio 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Actinver Securities January 2015 - Present
Actinver Insurance Services January 2013 - January 2015
The University of Texas at San Antonio January 2011 - April 2013
Skills
Sales Operations, Health Insurance, Public Speaking, Entrepreneurship, Leadership, Customer Service, PowerPoint, Management, Microsoft Excel, Teamwork, Microsoft Word, Microsoft Office, Strategic Planning
Education
The University of Texas at San Antonio 2011 — 2013
Bachelor of Business Administration (BBA), Small Business Management and Entrepreneurship
University of Texas of the Permian Basin 2008 — 2010
Bachelors, Business Administration and Management, General
Actinver Securities January 2013 - Present
Banco Santander International January 2012 - December 2012
· GENERAL ELECTRIC January 2008 - December 2011
General Electric - Commercial Finance January 2007 - December 2008
· GENERAL ELECTRIC January 2006 - December 2008
GE - Capital Solutions May 2005 - December 2006
· GENERAL ELECTRIC January 2005 - December 2006
· SCOTIABANK INVERLAT January 2000 - December 2005
Scotiabank 2000 - 2005
· GRUPO FINANCIERO CAPITAL January 1998 - December 2000
Skills
Credit Analysis, Pricing, Project Finance, Marketing Intelligence, Syndications, Credit, Investments, Banking, Financial Analysis, Negotiation, Risk Management, Strategic Planning, Customer Relations, Corporate Finance, Business Strategy, Sales Management, Team Leadership, Strategy Development, Business Planning, Underwriting, Account Management, Business Analysis, New Business Development, Teamwork, Forecasting, Contract Negotiation, Product Development, Financial Planning, Team Building, Credit Risk, Six Sigma, Contract Negotiations, Problem Solving, Cross-functional Team..., Spanish, Key Account Management, Risk Analysis, Capital Markets, Marketing Strategy, Analysis, Financial Modeling, Portfolio Management, Finance, Derivatives, Cash Management, Loans, Financial Risk, Financial Structuring, Financial Services, Commercial Banking
Education
The University of Texas at Austin 2002 — 2004
MBA
University of Miami 2012 — 2012
Securities, Markets and Regultaions, Banking and Financial Support Services
Tecnológico de Monterrey 2002 — 2004
MBA
Tecnológico de Monterrey 1994 — 1999
Business
ITESM CCM - Mexico
· Diploma; Business Administration, Corporate Finance; · Management and General Direction
Olinca
University of Texas
MBA; MBA
COR Clearing LLC June 2014 - Present
Actinver Securities June 2013 - December 2013
Sanders Morris Harris September 2010 - June 2013
Next Financial June 2009 - August 2010
Stanford Group Company February 2007 - March 2009
Burr Wolff, L. P. November 2004 - November 2006
Mercer Advisors September 2001 - November 2004
Skills
Series 7, Series 24, Series 66, AML, Securities, FINRA, Investments, Investment Advisory, OFAC, Wealth Management, Uniform Combined State..., Mutual Funds, Internal Audit, Financial Services, Series 63, Trading, Finance, Portfolio Management, Alternative Investments, Banking, Equities, Anti Money Laundering
Education
Texas A&M University
Bachelor of Science (BS), Psychology
Actinver Securities April 2012 - Present
Skills
Investments, Equities, Capital Markets, Fixed Income, Derivatives, Portfolio Management, Asset Management, Financial Markets, Mutual Funds, Securities, Trading, ETFs, Bonds, Series 7, Investment Advisory, Options, Wealth Management..., Series 63, Equity Trading, Financial Services, Risk Management
Education
Instituto Tecnológico Autónomo de México 2001 — 2005
Bachelor's degree, Economics and finance
Actinver Securities April 2013 - Present
Bank of America January 2008 - April 2013
Skills
Banking, Credit, Credit Analysis, Loans, Cash Management, Deposits, Securities, Customer Service, Payments, Commercial Banking, Consumer Lending, Retail Banking, Finance, Credit Risk, Microsoft Office
Education
University of Houston-Downtown 2007 — 2012
Finance, Finance, General
StoneOak Media October 2014 - Present
Freelance June 2013 - Present
DB Gear October 2013 - Present
Actinver Securities 2011 - 2013
Wimberley Glassworks February 2010 - October 2010
Visions Showroom June 2006 - July 2008
Skills
Industrial Design, Concept Design, Conceptual Art, Concept Development, Sketching, Design Thinking, Design Strategy, User-centered Design, Interaction Design, Product Design, User Experience, Adobe Creative Suite, Rapid Prototyping, Illustrator, Rhino, Photoshop, Visual Communication, Rendering, Animation, Drawing
Education
Emily Carr Institute of Art & Design 2008 — 2011
Industrial Designer, Design
Concept Design Academy 2012 — 2013
Specialized classes in entertainment design., Entertainment Design
Gnomon School of Visual Effects 2012 — 2012
Design for Entertainment, Entertainment Design, Specialty Courses
Monex Securities Inc; December 2014 - Present
Monex Securities, Inc October 2005 - Present
Monex Securities, Inc October 2005 - Present
monex securities, inc 2014 - 2015
monex securities, inc 2014 - 2015
Actinver Securities October 2004 - October 2005
First Capital Securities February 2001 - October 2004
Skills
Series 7, 63, 24, and 3..., Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Risk Management, Project Management, Investments, Management, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Portfolio Management, Sales, Accounting, Business Development
Education
Universidad Intercontinental 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Actinver Securities February 2009 - Present
Merrill Lynch April 2006 - December 2008
Maxitransfers September 2003 - December 2005
Skills
Series 63, Series 7, Investments, Financial Advisory, Strategic Financial..., Spanish, Public Relations
Education
Universidad Iberoamericana, Ciudad de México 1979 — 1983
Bachelor's degree, Business/Finance