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O I L P R O

José Martín Rodríguez Ozuna

Hi, I am José Martín Rodríguez Ozuna

Financial Advisor

Age:
47 years

Nationality:
Mexican

Family:
I live with my wife and our two dogs

Profession:
I graduated from the University of Monterrey with a degree in Accounting and Finance, and later specialised in Finance. This training provided me with a solid foundation to face the challenges of the financial world.

Work Experience:

  • Financial Advisor at OILPRO: Currently, I have been working at Oil Pro for over eight years, where I apply all my finance experience to improve investment strategies and risk management for our clients. Here, I have also had the opportunity to lead innovative projects that have transformed our way of operating in the energy sector.
  • Stockbroker on Wall Street with BBVA: I then had the opportunity to work on Wall Street, representing BBVA. This position deepened my understanding of global markets and honed my skills in securities trading, which was crucial for my professional development.
  • General Manager at Banco Banorte: My next step was as a general manager, where I led a team of professionals and supervised comprehensive banking operations, ensuring compliance with all financial regulations and improving operational efficiency.
  • Financial Analyst at Banco Azteca: I began my career as a financial analyst, where I worked for four years. In this role, I was responsible for analysing financial data to predict the performance of our investment portfolio and recommend strategies to mitigate risks and maximise returns.

Education:

  • Bachelor’s Degree in Accounting and Finance, University of Monterrey.

Personal Interests:
Outside of my career, I greatly enjoy hiking and photography. Exploring nature helps me disconnect and recharge, while photography allows me to capture those unique moments that life offers.

Volunteering:
I am deeply committed to financial education in underprivileged communities. I regularly offer workshops and seminars to teach people about the importance of personal financial management and how to invest wisely.

Contact me

[email protected]