Marcos Emiliano Ceballos Aguilar

Mérida, Yucatán, Mexico

Financial & Investment Advisor with 5+ years in real estate and finance

  • Guided clients in selecting real estate investments, analyzing ROI and profitability.
  • Designed personalized financial strategies based on client profiles and managed portfolios.
  • Supported mortgage procedures, legal documentation, and facilitated sales through presentations and site visits.
Financial Analysis
Intermediate
Performed investment analysis and cash flow forecasting to inform investment decisions.
Advisory Services
Intermediate
Provided personalized financial advice tailored to client needs and investment goals.
Management
Intermediate
Managed client portfolios, coordinated tasks, and supported team operations across roles.
Accounting & Bookkeeping
Intermediate
Handled financial records, reconcilations, and supported audit and tax compliance processes.
Communication & Presentation
Intermediate
Delivered commercial presentations, managed client relationships, and coordinated site visits.

Languages

Spanish
Native
English
C1
02/2023 - 08/2024
Financial and Investment Advisor
Vanter
Accompanied clients in selecting real estate projects as investment vehicles, providing tailored financial and asset advisory., Analyzed real estate products (capital gains, profitability, ROI)., Designed personalized investment strategies according to client profiles., Post-sale follow-up and...
01/2022 - 02/2023
Administrative and Accounting Assistant
CONSTRUCTORA MAP
Held a multitasking role combining administrative management with accounting control., Learned to solve problems in real-time and became a key internal support for office operations., Recorded and managed income, expenses, and bank transactions., Handled accounting files and tax documentation.,...
04/2020 - 10/2020
Accounting Assistant
AUDITORIAS RC
First professional experience in accounting., Learned from scratch about bookkeeping, reconciliations, and key accounting processes., Collaborated in basic audits, developing financial judgment and attention to detail., Solid foundation in tax compliance and use of accounting tools.
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IESE Business School
Diploma
Completed 05/2024
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Emtech Institute
Diploma
Completed 01/2025
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Anáhuac Mayab
Bachelor’s Degree
Completed 01/2024

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