Roberto Díaz
Chief Information Officer@ Family Office
Puebla, Puebla, Mexico
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Roberto Diaz is a Junior Wealth Management professional with 13.4 years of experience. He is skilled in Spanish, English, business strategy, and Microsoft Office. Based in Mexico, Roberto is seeking new opportunities in Private Banking. He has worked as Chief Information Officer and Investment Officer at Family Office in Germany, as well as a Trainee at UBS in Switzerland. Roberto also has experience as Chief Executive Officer at BITCOIN CAPITAL and as an IT Manager at Lester Company Llc in the United States.
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Emails and Phone Numbers

@gmail.com
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About

Junior Wealth Management professional seeking new opportunities in Private Banking

Work Experience

Stuttgart, Baden-Württemberg, 70173, DE

Investment Management

4
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Roberto Díaz's Professional Milestones

  • Chief Executive Officer (2013-12-01~2015-10-01): Revitalized company operations, leading to increased efficiency and revenue growth.
  • Trainee (2014-07-01~2014-08-01): Contributed to the successful completion of multiple high-profile projects, showcasing exceptional leadership skills and knowledge.
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Education

The Wharton School
The Wharton School

Finance

2016-2016