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Daniela Márquez Castillo

Daniela Márquez Castillo

Trainee en Banca Empresarial

Followers of Daniela Márquez Castillo386 followers
location of Daniela Márquez CastilloMexico City, Mexico

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  • Timeline

  • About me

    VP

  • Education

    • Tecnológico de Monterrey

      2006 - 2010
      Licenciatura en Administración Financiera

    • Tecnológico de Monterrey

      2006 - 2010
      Bachelor's degree Finance, General Concentration in Financial Analysis and Investments Administration.

      Activities and Societies: Candidate of CFA level I Integral Counselor in Investment Strategies, certified by AMIB.

  • Experience

    • BBVA Bancomer

      Jan 2011 - Aug 2011
      Trainee en Banca Empresarial

    • Citibanamex

      Feb 2013 - now

      Portfolio Management with a value of $70 million dollars. Stock Market operations, investment funds, derivatives and debt instruments.Periodic portfolio analysis and rebalancing accordingly to the client´s objective.Creation of investment strategies in order to diversify portfolios.Specialized attention to clients in order to offer an integral service. Responsible for market analysis, trade equity funds, stocks, bonds, warrants and other financial instruments for customers. I supported bankers to manage Assets Under Management (AUMs) over 300 million dollars.

      • Vice President

        Jan 2021 - now

      • Private Banker

        Jul 2014 - Mar 2022

      • Private Banker Jr.

        Feb 2013 - Jun 2014

  • Licenses & Certifications

    • Candidate CFA level I

      Dec 2016

    • Asesor en Estrategias de Inversión

      Asociación Mexicana de Intermediarios Bursátiles AMIB