Sr. Intl. Financial Advisor @ (December 2023 - January 2024)
Sr International Financial Advisor @ (August 2022 - January 2024)
Sr International Wealth Advisor @ (June 2019 - August 2022)
Director International Financial Products and Liaison with Global BBVA Partners @ (January 1990 - March 2003)
Associate Researcher @ Instituto de Investigaciones Electricas (Electricity Research Institute) (January 1989 - December 1989)
Mauricio Castillo Education
Instituto Tecnologico de Estudios Superiores de Monterrey
Master in Business Administration (Finance and Financial Management Services)
1997-1999
Universidad La Salle, A.C.
Bachelor's degree (Electrical and Electronics Engineering)
1984-1989
Mauricio Castillo Skills
Asset Allocation
Asset Management
Education
Financial Advisory
Financial Planning
Investment Advisory Services
Investment Management
Investment Strategies
Investments
Retirement Income Strategies
Retirement Planning
Retirement Solutions
Wealth Management Services
Wealth Transfer
Mauricio Castillo Summary
Mauricio Castillo, based in Houston, TX, US, is currently a Managing Director, Financial Advisor, Truist Investment Services, Inc. at Truist Wealth. Mauricio Castillo brings experience from previous roles at Insigneo, PNC Investment Co LLC, PNC and BBVA. Mauricio Castillo holds a 1997 - 1999 Master in Business Administration in Finance and Financial Management Services @ Instituto Tecnologico de Estudios Superiores de Monterrey. With a robust skill set that includes Asset Allocation, Asset Management, Education, Financial Advisory, Financial Planning and more. Mauricio Castillo has 1 emails on RocketReach.
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