Juan Carlos Morales

Capital Developer

Konzortia Capital

Jul 2021 - Jun 2022 (1 year)

 In charge of prospecting, qualifying, and generate new investment opportunities through self-investors, referrals, and distribution channels.
 Develop communications with Institutional Investors and key players such as Family Offices, Venture Capital firms, Hedge Funds, Broker Dealers and Capital Raising Companies to engage them with the capital raising strategy from Konzortia Capital Inc.
 Involved in the development and execution of the Investors Peers and Visionaries Program.

Director de estrategia corporativa

Algorithmics Global

Sep 2020 - May 2023 (2 years 9 months)

Coordinar y organizar la estructura del buen gobierno corporativo en la compañía para rentabilizar y promover las inversiones en el mercado mexicano y a nivel LATAM alineando siempre la estrategia con la Visión, Misión y Objetivos de nuestros socios y accionistas.

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BD Manager

Notesco Ltd.

Jun 2020 - Jul 2021 (1 year 2 months)

Business Development Across LATAM Region with Brokers and Fund Managers.

Country Manager

BDSwiss

Nov 2019 - Mar 2021 (1 year 5 months)

Team Leader LATAM

ATFX Latinoamerica

Nov 2018 - Oct 2019 (1 year)

Onboarding Broker en LATAM

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Founder & CEO

Wealth Management Advisors SC

Jul 2016 - May 2023 (6 years 11 months)

Planeación Financiera para Startups y PyMEs, Banca Patrimonial, Ahorro, Derivados - FX Trading.

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Asesor de Cambios y Bursátil

Grupo Financiero Monex

Dec 2015 - Dec 2016 (1 year 1 month)

Asesoría especializada en los mercados FX (cambios de divisas), derivados y estrategias de inversión con mercados bursátiles y OTC.

Trader at FX Treasury

Citi

Mar 2015 - Dec 2015 (10 months)

Dealer with Small and Medium Companies. Hedging Trades, Spot deals and same day deals.

Head of Office

Teletrade

May 2014 - Apr 2015 (1 year)

We are global in reach and opportunities yet local in market knowledge, educational support and customer service. ESTABLISHED AND EXPERIENCED TeleTrade is a global brand, with a history of over 19 years of continuous growth. We boast one of the widest affiliate networks serving clients all over the world, by enabling them to trade in various financial instruments. Established in Cyprus, TeleTrade Europe is licensed and regulated by CySec (Cyprus Securities and Exchange Commission) and complies with MiFID (EU investment law. We aim to protect our client interests at all times. With numerous industry awards, such as 'Broker of the Year 2010', the TeleTrade Group is the acknowledged leader in international financial consulting and market servi

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Sales Manager--Team Leader Alpari UK Ltd

Alpari UK Ltd

Jun 2013 - May 2014 (1 year)

Realizar las estrategias comerciales para el equipo de México en base a los objetivos de Alpari UK Ltd. para los mercados de LATAM y a nivel local. Research de IB´s Retail Sales Management

Banquero Personal Senior

BBVA

Jun 2012 - May 2013 (1 year)

Mantenimiento de Cartera en Captación y Colocación de productos de BBVA con clientes premium.

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Associate Partner

Grupo Bursátil Mexicano

Jun 2011 - May 2020 (9 years)

Analista financiero

Bolsa Mexicana de Valores

Jun 2009 - Jun 2010 (1 year 1 month)

Seguimiento al cumplimiento de los reportes financieros que emiten las emisoras en la Bolsa Mexicana de Valores en base al cumplimiento de la Ley del mercado de valores y la CNBV.

Analista Sector Financiero Mexicano

SHCP

Mar 2009 - Jun 2010 (1 year 4 months)

Análisis de la tasa impositiva en los participantes del sector financiero mexicano con base en la Ley de Ingresos y la Legislación tributaria mexicana.

Juan Carlos Morales

About

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Timeline

Résumé

Juan Carlos Morales

About

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Behavioral traits