Insigneo, a leading wealth management firm, announces the appointment of Mayobanex Martinez as Senior Relationship Manager. He will be based in Houston, joining the Client Experience team and reporting to Alberto Lopez, Head of Relationship Management. In this role, he will support Investment Professionals across Texas and other markets in the Northern Cone.
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“We’re excited to welcome Mayobanex to the Insigneo family as we continue strengthening our presence in this region and elevating the experience we deliver in Mexico,” said Mariela Arana, Head of Client Experience at Insigneo.
Martinez is an experienced financial services leader with over 20 years of expertise in domestic and international banking, holding senior roles at Citi, Wells Fargo, and SunTrust, specializing in wealth management, investment services, and client onboarding. In his new role at Insigneo, he will focus on deepening client relationships, driving business growth, and ensuring a seamless onboarding experience in line with the firm’s standards and best practices.
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“I’m thrilled to join Insigneo and partner with a team dedicated to empowering financial advisors with flexibility, tools, and support to excel. This is an opportunity to combine my passion for advisor success with an innovative platform built for the future, and I look forward to forging strong partnerships that drive sustainable growth and exceptional client value,” shared Mayobanex Martinez, Senior Relationship Manager at Insigneo.
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This addition reinforces Insigneo’s dedication to building strong regional teams that support the firm’s long-term growth strategy and dedication to delivering exceptional client experiences.
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Source : businesswire