Alejandro Mateos
Managing Director, Wealth Management | Private Banking & Cross-Border Wealth Strategy | US-Mexico
- Role
- Managing Director at Alterna Securities Inc
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Alejandro Mateos
Wealth Management Executive and Business Builder with 20+ years of experience in private banking, investments, and cross-border wealth structuring.Focused on building high-performance advisory teams, expanding new markets, and delivering holistic investment and wealth planning strategies for high net-worth families.
Experience
Managing Director
Nov 2021 — Present
Education
Universidad Iberoamericana, Ciudad de México
International Relations, International Finance
IPADE Business School
Executive MBA, Dirección de Empresas
2011 — 2013
Skills
- Acciones
- Business Strategy
- Gestión De Riesgos
- Derivatives
- Financial Analysis
- Mercados Financieros
- Finanzas Corporativas
- Gestión De Cartera De Clientes
- Finance
- Banking
- Risk Management
- Derivados
- Corporate Finance
- Investments
- Banca
- Fixed Income
- Investment Banking
- Banca De Inversión
- Private Banking
- Estrategia Empresarial
- Elaboración De Modelos Financieros
- Equities
- Rentas Fijas
- Análisis Financiero
- Asesoría Financiera
- Financial Advisory
- Banca Privada
- Portfolio Management
- Finanzas
- Inversiones
- Sales
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