Summary
Overview
Work History
Education
Skills
LANGUAGE SKILLS
Timeline
Generic

Pablo Ancona Leal

Ciudad de México

Summary

Finance graduate with a solid academic background and hands-on experience in wealth management, investment advisory, and client relationship development. Currently pursuing the CFA designation (Level II Candidate) with a strong interest in capital markets, portfolio analysis, and financial strategy. Known for being organized, responsible, and adaptable, with excellent communication and teamwork skills.

Overview

5
5
years of professional experience

Work History

Financial Advisor

Grupo Financiero Actinver
06.2024 - 02.2025
  • -Manage and grow a portfolio of high-net-worth clients through personalized financial planning and relationship management.
  • -Advise clients on investment opportunities across mutual funds, equities, fixed income, and foreign exchange based on their financial goals and risk profiles.
  • -Execute financial transactions in compliance with internal policies and regulatory standards.
  • -Conduct financial analysis to identify strategic investment opportunities aimed at maximizing returns and mitigating risk.
  • -Consistently exceed performance targets in asset acquisition and revenue generation.

Finance & Operations Intern

Abastecedora del Jardín
04.2020 - 12.2021
  • -Provided customer service support and managed online sales operations.
  • -Handled billing processes and inventory control, improving internal tracking and order accuracy.
  • -Supported day-to-day administrative tasks and contributed to team coordination.

Education

CFA Level II Candidate -

CFA Institute
08.2025

CFA Level 1 - Passed - undefined

CFA Institute
06.2025

Bachelor's Degree - Finance

Universidad Iberoamericana
12.2024

Technical Degree - Aviation

American Flyers
02.2020

Skills

  • Attention to Detail
  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Sales expertise
  • Critical thinking
  • Risk assessment
  • Banking
  • Asset allocation
  • Portfolio construction

LANGUAGE SKILLS

Mother tongue(s): ESPAÑOL
Other language(s)
INGLÉS - Understanding: C2, Speaking: C2, Writing: C2

Timeline

Financial Advisor

Grupo Financiero Actinver
06.2024 - 02.2025

Finance & Operations Intern

Abastecedora del Jardín
04.2020 - 12.2021

CFA Level 1 - Passed - undefined

CFA Institute

Bachelor's Degree - Finance

Universidad Iberoamericana

Technical Degree - Aviation

American Flyers

CFA Level II Candidate -

CFA Institute

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Pablo Ancona Leal