Alan Alanis
Analyst-Equity chez Casa de Bolsa Santander SA de CV
Profil
Alan Alanis currently works at Casa de Bolsa Santander SA de CV, as Mexico Equity Strategist from 2019.
Mr. Alanis also formerly worked at JPMorgan Securities LLC, as Executive Director from 2012 to 2014, Bear, Stearns & Co., Inc., as Research Analyst, Coca-Cola FEMSA SAB de CV, as Principal, UBS Securities LLC, as Strategist from 2018 to 2019, Citibanamex Casa de Bolsa SA de CV (Broker), as Leading Manager, Femsa US, as Head of Investor Relations, and Vision Consulting LLC, as Senior Consultant.
Mr. Alanis received his undergraduate degree from Instituto Tecnológico y de Estudios Superiores de Monterrey and Masters Business Admin degree from The University of Chicago Booth School of Business.
Postes actifs de Alan Alanis
| Sociétés | Poste | Début |
|---|---|---|
Casa de Bolsa Santander SA de CV
 Casa de Bolsa Santander SA de CV Investment Banks/BrokersFinance Part of Banco Santander Mexico SA Institucion de Banca Multiple, Casa de Bolsa Santander SA de CV provides brokerage services. The company is based in Lomas de Santa Fe, Mexico. Rodrigo Velasco has been the CEO of the Mexican company since 2020. | Analyst-Equity | 01/12/2019 |
Anciens postes connus de Alan Alanis
| Sociétés | Poste | Fin |
|---|---|---|
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | 01/01/2018 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Analyst-Equity | 30/04/2014 |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Analyst-Equity | 02/06/2008 |
Citibanamex Casa de Bolsa SA de CV (Broker)
 Citibanamex Casa de Bolsa SA de CV (Broker) Investment Banks/BrokersFinance Citibanamex Casa de Bolsa SA de CV (Broker) (Citibanamex) is the stockbroker division of Citibanamex Casa de Bolsa SA de CV, a banking firm headquartered in Mexico City, Mexico. They are ultimately owned by Citigroup, Inc. (NYSE: C) in the US. Citibanamex provides brokerage services in the Mexican Stock Market. | Corporate Officer/Principal | - |
| COCA-COLA FEMSA, S.A.B. DE C.V. | Corporate Officer/Principal | - |
Formation de Alan Alanis
| The University of Chicago Booth School of Business | Masters Business Admin |
| Instituto Tecnológico y de Estudios Superiores de Monterrey | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| COCA-COLA FEMSA, S.A.B. DE C.V. | Consumer Non-Durables |
| Entreprise privées | 7 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Vision Consulting LLC
 Vision Consulting LLC Medical/Nursing ServicesHealth Services Vision Consulting, LLC is a Nashville-based professional services organization that provides advanced Healthcare Information Technology services. Their clients range from Integrated Delivery Networks to small rural hospitals. Vision's founders and consultants have broad technical and clinical HIT experience. They believe that in an increasingly clinically focused HIT environment, their client's future success requires technical support combined with clinical insight and focus. Vision is the trusted national network that connects customer with more than 300 highly skilled health care professionals when and where customer needs them. Vision's consultants have a broad range of technical and clinical health care information technology experience. At Vision, they believe that in an increasingly focused HIT environment, their client's future success requires technical support combined with clinical insight and focus. Vision offers consultants when and where customer's organization needs them. Whether customer are looking for an individual to work with customer existing team or a Project Manager with a team of experts, Vision can provide the right person to meet customer technology needs. Vision's expertise covers a variety of different software systems including: Meditech, EPIC, McKesson, HMS, Cerner, Tier 2 Support. Nearing their 100th PCM - CPOE Implementation, Vision Consulting is proven at helping healthcare organizations make significant improvements to timeliness and cost, allowing their clients to focus on adoption. In addition to CPOE Implementations, Vision has a portfolio of offerings across many facets of healthcare: Financial, Revenue Cycle, Administrative, Ancillary, Ambulatory and Technical. Whether it's strategic assessment, system implementation, clinical impact analysis, or expert staffing, their goal is to help customer succeed long-term in a clinically cognizant, time and cost-efficient manner. | Health Services |
| Femsa US | |
Citibanamex Casa de Bolsa SA de CV (Broker)
Citibanamex Casa de Bolsa SA de CV (Broker) Investment Banks/BrokersFinance Citibanamex Casa de Bolsa SA de CV (Broker) (Citibanamex) is the stockbroker division of Citibanamex Casa de Bolsa SA de CV, a banking firm headquartered in Mexico City, Mexico. They are ultimately owned by Citigroup, Inc. (NYSE: C) in the US. Citibanamex provides brokerage services in the Mexican Stock Market. | Finance |
Casa de Bolsa Santander SA de CV
Casa de Bolsa Santander SA de CV Investment Banks/BrokersFinance Part of Banco Santander Mexico SA Institucion de Banca Multiple, Casa de Bolsa Santander SA de CV provides brokerage services. The company is based in Lomas de Santa Fe, Mexico. Rodrigo Velasco has been the CEO of the Mexican company since 2020. | Finance |