Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic
Alan Cruces Guevara

Alan Cruces Guevara

Investment Banker
Mexico City,CMX

Summary

Dynamic leader and strategic thinker with a proven track record at R2 Responsible Research, HSBC and various entrepreneurial ventures. Excelled in fundraising, driving sales, and leading diverse teams to surpass objectives. Skilled in financial analysis and negotiation, adept at stakeholder engagement, and successful in securing multiyear contracts and enhancing client terms.

Overview

17
17
years of professional experience
5
5
years of post-secondary education
2
2
Languages

Work History

Co-Founder / Chief Commercial Officer

R2 Responsible Research
03.2016 - Current
  • Networked with other businesses and customers to increase sales opportunities and contacts.
  • Helped multiple companies in different sectors to reach their funding needs by delivering compelling presentations and detailed financial reports.
  • Managed negotiations to achieve multiyear contracts.
  • Successfully negotiated better terms and conditions for our clients.
  • Involved in M&A, structured credit facilities, private credit, research and international transactions.
  • Oversaw talent acquisition efforts, building diverse team of skilled professionals who contributed significantly to company's success.

Entrepreneur and Investor

Various
01.2008 - Current
  • Built and operated several businesses, restaurants, energy saving, furniture and medical devices.
  • Helped raising capital, administration, finance and sales.
  • Advisory roles

Equity Research Analyst

Interacciones Casa De Bolsa
06.2015 - 02.2016
  • Helped maintain financial models to forecast company earnings, valuations, and risk assessments for informed decision making.
  • Generated ideas within various sectors (Homebuilding, materials, airports and retail).
  • Managed multiple projects simultaneously, consistently meeting deadlines while ensuring high-quality research output.
  • Evaluated macroeconomic trends to assess potential impact on specific industries or companies under coverage.

Relationship Manager

HSBC Bank
08.2013 - 01.2015
  • Built and maintained relationships with new and existing clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.

Staff Jobs

Various Employers
01.2010 - 08.2013
  • Had a couple of staff jobs in an accounting firm elaborating transfer pricing studies and market analysis.
  • Worked at a Government Institution in treasury and acquisitions, doing payments, FX monitoring, tender offers resolutions and contract negotiations.
  • Finance and project management in a design and architecture studio.

Education

Associate of Science - International Commerce

Universidad Panamericana
Mexico City, Mexico
08.2011 - 08.2012

Bachelor of Science - Economics

Universidad Panamericana
Mexico City, Mexico
08.2007 - 08.2011

Skills

Fundraising

Sales

Leadership

Negotiation

Stakeholder engagement

Financial Analysis

Interests

Networking

Building teams

Enhance stakeholders engagement

Dealflow origination

Timeline

Co-Founder / Chief Commercial Officer

R2 Responsible Research
03.2016 - Current

Equity Research Analyst

Interacciones Casa De Bolsa
06.2015 - 02.2016

Relationship Manager

HSBC Bank
08.2013 - 01.2015

Associate of Science - International Commerce

Universidad Panamericana
08.2011 - 08.2012

Staff Jobs

Various Employers
01.2010 - 08.2013

Entrepreneur and Investor

Various
01.2008 - Current

Bachelor of Science - Economics

Universidad Panamericana
08.2007 - 08.2011

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Alan Cruces GuevaraInvestment Banker