Francisco Pastor

Sr. International Wealth Advisor at Citi

Role
Sr International Wealth Advisor at Citi
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Francisco Pastor

Results driven business development executive with a mixture of education, certifications, and more than 10 years of professional experience in the financial services field. Proven track record identifying prospective clients, generating leads, asking for referrals and fully leveraging personal and professional networks to develop successful business relationships. Standout performance cultivating, engaging and managing relationships in LATAM. Experienced conducting one-on-one and group presentations, conveying complex technical issues and influencing decision makers. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of Florida only.

Experience

  1. Sr International Wealth Advisor

    Citi

    Feb 2019 — Present · Miami, FL, US

    Asesorar a clientes internacionales en manejo de inversiones de mercado- Disenar estrategias de inversion personalizadas para navegar diversos ciclos economicos y conseguir resultados- Guiar clientes con diversos perfiles a definir sus objetivos de inversion, aversion al riesgo y alinear sus necesidades con sus expectativas- Explicar complejos temas financieros en terminos sencillos y faciles de discernir.

Education

  • The University of Texas at San Antonio

    B.B.A., Finance

    2003 — 2007

  • University of Illinois Urbana-Champaign

    Master of Business Administration (MBA), Business Administration and Management, General

    2016 — 2018

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Francisco Pastor — Sr International Wealth Advisor at Citi in Houston, TX, US | Unifers