IGNACIO ANTONIO PEREZANTA ORDONEZ
Houston,TX
Summary
Results-driven financial advisor with a proven track record in developing tailored financial plans and enhancing client relationships. Expertise in strategic financial planning and market analysis, leading to optimized investment strategies and client satisfaction.
Overview
40
40
years of professional experience
1
1
Certification
Work History
SR. FINANCIAL ADVISOR
BBVA GWA
12.2024 - 02.2026
- Developed comprehensive financial plans aligning with client goals and risk tolerance.
- Advised clients on investment strategies leveraging market trends and economic indicators.
- Conducted regular portfolio reviews to ensure alignment with clients' financial objectives.
- Collaborated with cross-functional teams to enhance client service offerings and product knowledge.
SR. FIANACIAL ADVISOR
PNC Investments
10.2020 - 11.2024
- Led investment strategy discussions, aligning client goals with market opportunities.
- Mentored junior advisors, enhancing team knowledge and improving client service delivery.
- Developed tailored financial plans for clients, ensuring compliance with regulatory standards.
- Analyzed market trends to provide actionable insights for portfolio adjustments.
SR. FINANCIAL ADVISOR
BBVA INVESTMENTS
08.2006 - 10.2020
- Provided mentorship to junior advisors, facilitating their professional growth and development.
- Analyzed complex financial data to identify opportunities for wealth maximization for clients.
- Implemented compliance protocols ensuring adherence to regulatory standards in all advisory practices.
- Fostered long-term relationships with clients through personalized communication and proactive management of accounts.
SR. FIANANCIAL ADVISOR
BBVA
10.1995 - 08.2006
- Developed comprehensive financial plans tailored to client needs and goals.
- Analyzed investment portfolios, recommending adjustments to optimize performance and reduce risk.
- Mentored junior advisors on client engagement strategies and financial product knowledge.
- Led workshops focused on market trends, enhancing team knowledge and client service capabilities.
SR. FINANCIAL ADVISOR
CASA DE BOLSA MEXICO
10.1991 - 10.1995
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
SR. FINANCIAL ADVISOR
INVERMEXICO, CASA DE BOLSA
10.1985 - 10.1991
- Mentored junior advisors to enhance team performance and drive overall success within the firm.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Engaged prospective clients in effort to build and develop new business opportunities.
- Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
Education
Master of Science - FIANANCE
ITAM
MEXICO D.F.07-1985
Bachelor of Science - Engineering
UNIVERSIDAD ANAHUAC
MEXICO D.F.07-1981
Skills
- Verbal and written communication
- Microsoft Excel
- Client assessments
- Training and coaching
Certification
SERIES 7, 65, 66 and LIFE INSURANCE
Languages
English
Professional Working
Spanish
Native or Bilingual
Timeline
SR. FINANCIAL ADVISOR
BBVA GWA
12.2024 - 02.2026
SR. FIANACIAL ADVISOR
PNC Investments
10.2020 - 11.2024
SR. FINANCIAL ADVISOR
BBVA INVESTMENTS
08.2006 - 10.2020
SR. FIANANCIAL ADVISOR
BBVA
10.1995 - 08.2006
SR. FINANCIAL ADVISOR
CASA DE BOLSA MEXICO
10.1991 - 10.1995
SR. FINANCIAL ADVISOR
INVERMEXICO, CASA DE BOLSA
10.1985 - 10.1991
Master of Science - FIANANCE
ITAM
Bachelor of Science - Engineering
UNIVERSIDAD ANAHUAC