Nobody decides well when they’re afraid
Or when the words don’t make sense. Explaining things calmly and without jargon changes more than any formula.
I created Desarrolla Talento in 2020. I spent many years working inside financial institutions and teaching in classrooms, and in both places I saw the same thing: decisions about money and work turn out better when the information is clear, in your own language and grounded in your reality.
That’s why this platform does two things: we help institutions, companies and families organize their financial decisions, and we design programs so anyone can take the next step with their money, their work or their business.
Or when the words don’t make sense. Explaining things calmly and without jargon changes more than any formula.
Someone returning from the United States doesn’t need the same thing as a board of directors. We start from each person’s experience and what they already know.
A budget, a paperwork step, a clear policy: every session should leave you with something you can act on the next day.
Credit risk for the clearing members of MexDer, Mexico’s derivatives exchange, and later private and wealth banking.
Securities-backed lending and wealth management strategy planning.
Deputy Director General for Financial Inclusion: financial education, products, remittances and Mexico’s National Financial Inclusion Policy.
Led the in-person channel of a business line: segments, products, metrics and compensation.
Compliance officer and consultant for independent investment advisers supervised by Mexico’s CNBV.
Creator of the platform: financial consulting and program design for individuals, teams and organizations.
Graduate professor, thesis supervisor and adviser, and member of degree examination panels.
Undergraduate professor of finance, treasury, investments and corporate governance.
Professor and content creator for graduate and undergraduate courses.
The courses I have taught are listed under Corporate training.
Bachelor’s degree in International Business (UDLAP), MBA in Risk Management (University of Wales) and an International Master’s in Education focused on Montessori, Waldorf and Reggio Emilia.
Certified by the Mexican Association of Securities Firms (AMIB) as an Investment Strategies Advisor (Figure 3), a Mexican professional certification, currently valid.
Write to us and let’s talk.
hola@desarrollatalento.com