I am a finance professional with experience in wealth management, investment advisory, and high-net-worth client relations.
I am a CFA Level I candidate with a background spanning private banking and tax consulting, which has given me both the technical grounding and the client-facing skills to thrive in demanding financial environments.
I am seeking a remote role where I can contribute my expertise in financial analysis and client advisory within a global organization.
| π Nationality | π²π½ Mexico |
| π‘ Residency | π²π½ Mexico |
| π Location | π²π½ Mexico |
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rok.co/@rosagascenciod |
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| Skilled in | investment advisory cfa level i knowledge risk assessment clear communication results oriented |
| Fluent in | spanishenglish |
| Preferred annual pay (min) | $86,000/year |
| Preferred hourly pay (min) | $41/hour |
| Last seen | 16 days ago |
| Signed up | 1 month ago |
| Badges |
π©βπ» Remote worker |
2025 - 2026: Wealth Banker @ BBVA MΓXICO
2020 - 2025: Wealth Banker @ Banco Actinver
2017 - 2019: Local Tax Consultant @ PWC
2019 - 2021: Master's degree in finance @ Universidad de Guadalajara
2013 - 2017: Bachelor's degree in public accounting @ Universidad de Guadalajara