Senior Banking Executive with 8+ years experience in investment advisory, portfolio management, and structured finance for institutional and high-net-worth clients. Proven expertise in alternative investments, private equity facilitation, and structured product design across public and private markets. Experience implementing sophisticated investment solutions including a $130M USD FX structured note delivering 16% returns, managing portfolios exceeding $4B MXN.. Skilled in financial modeling and cross-asset portfolio optimization within complex regulatory environments. Deep experience structuring derivative instruments, and implementing supply chain financing platforms, including successful syndications exceeding $150M USD.
Hi, I’m
Alberto Poletti
Financial Specialist
León
Summary
Overview
10
years of professional experience
2
Languages
Work History
Santander Wealth Management
Sr. Banker
06.2024 - 09.2025
Job overview
- Development and maintenance of relationships with high-net-worth clients, providing comprehensive financial advice and solutions offering a wide range of specialized investment products.
- Provide comprehensive wealth advisory services to high-net-worth individuals and family offices, specializing in alternative investments, structured products, and private equity allocations.
- Facilitate client access to private equity firms through extensive coordination and portfolio composition analysis, emphasizing Value-at-Risk (VaR) methodologies and sector diversification strategies.
- Collaborate extensively with family offices to implement professionalized reporting standards and operational optimization frameworks providing ongoing portfolio monitoring, rebalancing recommendations, and performance attribution analysis.
Santander Bank Mexico
Sr. Banking Executive
01.2021 - 01.2024
Job overview
- Management of all banking operations in regards to State and Municipal administration, providing a channel for financing, payment methods, payroll administration, trust fund consolidation, value chain financing etc.
- Led comprehensive banking relationship for state and municipal government entities, structuring complex credit facilities, optimizing treasury operations, and implementing digital transformation initiatives for public sector clients.
- Structured and executed a $130M USD FX structured note for government USD holdings, increasing returns for the entity.
- Structured and closed a $150M USD syndicated credit facility (3+ billion MXN) for state government operations, coordinating with multiple financial institutions, credit rating agencies (S&P Global, Fitch Ratings), and government stakeholders.
- Designed and implemented a vendor financing platform enabling suppliers to monetize government-issued invoices at discounted rates, creating a supply chain finance solution.
Santander Bank Mexico
Investment Specialist
01.2018 - 01.2021
Job overview
- Investment and financial analysis to all levels of government for a three state area. Activities included providing investment services in bond and capital markets as well as financial derivatives on currency exchange.
- Improved deposits from 3.5 Billion MXN to 5 Billion MXN with a 4x return rate.
Santander Bank Mexico
Jr. Banking Executive
01.2017 - 01.2018
Job overview
- Commercial and administrative support for Sr. Banking Executive, tending to a wide range of client necessities.
UNITEC - Laureate Education
Sr. Statistical Analyst
01.2016 - 01.2017
Job overview
- Sales and academic data analyst, activities included sales team management, KPI dashboard design and maintenance.
Education
UDEMY
Complete Data Science Boot camp from Data Science and AI focus
01.2021
University Overview
Multidisciplinary course with Data Science and AI focus.
Pacific Language InstituteToronto ON
Cambridge teachers degree from English
University Overview
AMIB 3
Investment Strategy Advisor Certification from money and capital markets, strategic portfolio construction for both discretionary and non-discretionary accounts
10-2024
University Overview
Certification as an investment advisor in both money and capital markets, strategic portfolio construction for both discretionary and non-discretionary accounts.
Escuela Bancaria Comercial (EBC)
Bachelor's from Finance and Banking
01.2016
University Overview
Skills
- Financial Analysis
About Me
About Me
Passionate about finance and technology, with a deep curiosity for how innovations can reshape systems. When I’m not exploring academic papers on quantitative finance or AI, I enjoy analyzing market trends and challenging thinking. I thrive in environments that value analytical rigor and creative problem-solving.Soft Skills
Soft Skills
- Communication
- Teamwork
- Problem-solving
- Time management
- Analytical thinking
- Decision-making
- Adaptability
- Creativity
- Leadership
Timeline
Sr. Banker
Santander Wealth Management
06.2024 - 09.2025
Sr. Banking Executive
Santander Bank Mexico
01.2021 - 01.2024
Investment Specialist
Santander Bank Mexico
01.2018 - 01.2021
Jr. Banking Executive
Santander Bank Mexico
01.2017 - 01.2018
Sr. Statistical Analyst
UNITEC - Laureate Education
01.2016 - 01.2017
Escuela Bancaria Comercial (EBC)
Bachelor's from Finance and Banking
UDEMY
Complete Data Science Boot camp from Data Science and AI focus
Pacific Language Institute
Cambridge teachers degree from English
AMIB 3
Investment Strategy Advisor Certification from money and capital markets, strategic portfolio construction for both discretionary and non-discretionary accounts