Administrative and Support Services
Construction
Financial Services
Oil, Gas, and Mining
Professional Services
Real Estate and Equipment Rental Services
Active
Alejandro C.B.
About Me
Bilingual finance leader with over 20 years of experience across investment strategy, corporate finance, and risk management. Trusted advisor to Boards and Executive Committees, with proven ability to lead multi-entity financial operations, evaluate high-impact investments, and navigate complex regulatory environments. Specializes in scalable financial planning, treasury oversight, and governance for family offices, institutional investors, and growth-stage enterprises
Jurisdiction
Mexico | United States
Experience
Seniority LevelC-Suite
Years of Experience20+ years
Current StatusActive
CIO
2019 - Present
Overseeing direct investments, private equity, real estate, and public markets.
Financial Consultant
2015 - 2019
Risk and investments consultant: Treasury Operations, Public & Private Markets Allocation, Energy & Real Assets, Trading & Hedging (power, natgas, fx, metals).
Investment Banking Executive
2000 - 2018
Risk management, portfolio management, trading, structuring, and advisory for local and global institutions. Knowledge in Fixed Income, Equity, Commodities, Derivatives, and Private Markets.
Education
Degree of EconomicsTec de Monterrey
Present
Masters of Applied StatisticsTec de Monterrey
Present
Diploma of Corporate Finance SpecializationUniversity of Melbourne
Present
Masters of Master in FinanceMIT
Present
Certification
Total Certifications2
GARP - Financial Risk Manager
AMIB - Investment Advisor
Skills
Core skills4
Languages2
Skills
Microsoft Excel (Advanced)
PMI (Project Management Institute standards)
Financial Risk Management
Investment Advisory
Languages
English
Spanish