David Medina
Houston,Texas
Summary
Senior financial markets executive with international banking experience across fixed income, foreign exchange, derivatives, credit strategies, treasury, institutional sales, and portfolio management. Proven track record managing billion-dollar portfolios, leading trading strategies, real estate sales and building long-term institutional relationships across the U.S. and Latin America.
Overview
29
29
years of professional experience
1
1
Certification
Work History
REAL ESTATE INVESTOR & ADVISOR
USA
01.2011 - Current
- Executed investment and advisory transactions exceeding USD $250M.
- Multiple year awards for sales and agent of the year award in 2015.
Director, Credit Strategies & Bond Portfolio Management
BANAMEX-CITIGROUP
Mexico
01.2005 - 01.2008
- Directed USD $1B corporate, sovereign, and government bond portfolios.
- Served as lead market maker supporting debt origination and institutional distribution.
- Partnered with pension funds, insurers, and wealth management clients.
Vice President, Emerging Markets
CITIGROUP
New York
01.2003 - 01.2005
- Managed FX, swaps, forwards, and interest rate derivatives for the Mexican desk.
- Supported institutional sales and cross-border trading initiatives.
Vice President, Emerging Markets
CREDIT SUISSE FIRST BOSTON
Mexico
01.2003 - 01.2003
- Managed treasury, liquidity, and trading strategies for portfolios exceeding USD $3B.
Senior Manager, Interest Rate Management
CITIBANK MEXICO
01.1997 - 01.2001
- Led Mexican peso derivatives execution and institutional trading activities.
- Supported transactions generating over USD $40M in revenues.
Education
B.A. - Business
ITAM
MBA - Finance
HEC Paris
Paris, France01.2003
Skills
- Bloomberg Terminal
- Reuters
- Microsoft Excel
- Proprietary Risk & Trading Systems
Certification
FINRA Series 7 — Active Registration (2003–2004), currently inactive
LANGUAGES
English
Spanish
French
Accomplishments
- Managed USD $1B corporate and government bond portfolios.
Timeline
REAL ESTATE INVESTOR & ADVISOR
01.2011 - Current
Director, Credit Strategies & Bond Portfolio Management
BANAMEX-CITIGROUP
01.2005 - 01.2008
Vice President, Emerging Markets
CITIGROUP
01.2003 - 01.2005
Vice President, Emerging Markets
CREDIT SUISSE FIRST BOSTON
01.2003 - 01.2003
Senior Manager, Interest Rate Management
CITIBANK MEXICO
01.1997 - 01.2001
B.A. - Business
ITAM
MBA - Finance
HEC Paris