Carlos Fernando Santana Acosta in

Carlos Fernando Santana Acosta

Examiner · DISC type cs
Subdirector Patrimonial y privada at HSBC
📍 Gustavo A. Madero, Mexico City, Mexico

Carlos Fernando Santana Acosta is the Subdirector for Patrimonial and Private Banking at HSBC, where he has built a significant career. He has progressed through roles like Premier Manager and Premier Executive, demonstrating expertise in wealth management. He holds a degree in Business Administration from the Universidad Nacional Autonoma de Mexico.

His career path showcases a dedicated and upwardly mobile trajectory within a single, globally recognized financial institution.

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Experience
11 Years
Current Role
Subdirector Patrimonial y privada
Location
Gustavo A. Madero, Mexico City, Mexico
Personality Overview

How Carlos shows up

Unexpressive
Overcautious
Late Adopter

They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Carlos cares about

Wealth Management
His entire career progression at HSBC has been within the premier and private banking sectors, focusing on services for high-net-worth clients.
Private Banking
Currently holds the title of Subdirector Patrimonial y privada, indicating deep expertise in bespoke financial services and client relationship management.
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Career

Work history

10-2019
Subdirector Patrimonial y privada
HSBC
1-2007 - 2-2011
Ejecutivo premier
HSBC
5-2006
Gerente Premier
HSBC Investments
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Lic. En Administracion de Empresas
Universidad Nacional Autonoma de Mexico
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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