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Contact

Tel: 818.748.9743

Email:

info@nationalimmigrationsummit.com

German Mora

Financial Director

Originally from Mexico City, Germán started his professional education at the Monterrey Institute of Technology in Mexico, receiving a Bachelor of Science Degree in Systems Engineering. He continued his education in the United States graduating from The University of Texas with an MBA in Finance, where he also worked as a Teaching Assistant at the Center for International Accounting Development.

He later moved to Miami, Florida to pursue a second Master’s degree in Computer Information Systems from the University of Miami, as he was an early promoter of personal computers becoming an essential decision-making tool in business. He worked at the University of Miami as well, this time as an assistant professor teaching courses in Management Information Systems and Statistics.

 

While both studying and teaching, he started his professional career working for Banque Sudameris in Miami – recently acquired by BNP-Paribas – as a Financial and Credit Analyst, where his starting responsibilities included the analysis of trade finance credit lines for US Corporations, and reviewing loan portfolios of international clients in Latin America.


Germán then joined American Express Company in Miami as a Project Manager, and subsequently moved to Mexico City as the banking sector was being re-privatized following more than 10 years in the hands of the government. Germán was offered a challenging job opportunity with Banamex – the second largest bank in Mexico and member of Citigroup– as Deputy Director of Credit and Loan Review. Soon after the largest bank in Mexico, Bancomer - now owned by Spanish Banking Group BBVA - was also sold to private investors, Germán joined the Private Banking Group as Strategic Planning Director.


As major international banks became interested in the Mexican banking sector, Citibank bought the 6th largest bank Banca Confia. Germán joined Citibank as Vice president in the Citi Gold and Private Banking area. He later moved to Miami to join UBS Financial Services where he managed investment portfolios of individual and institutional investors working with CPA and law firms in Florida, Texas and California with international clients. He then moved as Vice-President, International Investments and Private Banking with BBVA Compass Investment Solutions in Houston and San Antonio, Texas, following the acquisition of Compass Bank by BBVA Group.

 

He led the implementation of regular client seminars and launched new product offerings providing advice over new regulations and market research reports, performed investment needs analysis for all clients, presented investment proposals and provided advice on portfolio rebalancing, diversification, and hedging strategies for over $200MM in assets under management.


His last position before joining Wells Fargo in the Key Biscayne office, was with Merrill Lynch - Bank of America as Vice-President of International Financial Advice in San Antonio, Texas, where he was in charge of prospecting, performing needs analysis, identifying the investment and risk profile, and presenting comprehensive insurance and investment proposals for both individual and institutional clients.