Claudia Gonzalez

Editor
DISC Type : CS

Financial Services Consultant at Spencer Stuart

Mexico City, Mexico

Overview

Claudia Gonzalez is a Consultant at Spencer Stuart, leading the Financial Services and CFO practices in Mexico. With deep expertise in wealth management from her time at J. P. Morgan and Credit Suisse, she advises financial institutions, family offices, and NGOs. She earned her BBA and a portfolio management certification from Instituto Tecnológico Autónomo de México.

Outside of her consulting work, Claudia is dedicated to community development through dual board memberships. She serves on the board of Fundación EDUCA México, a non-profit supporting schools for low-income children, and Asdeporte, an organizer of major sporting events.

She has extensive international experience, having worked in relationship management in Mexico, Hamburg, and New York.

Personality Overview

Fact-Driven

Objective Thinker

Self-Disciplined

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Corporate Governance
Hosted a recent breakfast event for board members and CEOs to discuss the findings of the Spencer Stuart Board Index Mexico 2024.
Women in Leadership
Organized and celebrated a Spencer Stuart event in Mexico focused on empowering women to take on board roles and shared her enthusiasm for the initiative.
Financial Advisory
Her career is built on advising family offices and international private banks, with deep expertise in wealth and portfolio management.

Media Appearances

Claudia has no verified media appearances

Work History

8-2024
Financial Services Consultant at Spencer Stuart
9-2021
Board Member at Fundación EDUCA México, A.C.
6-2022 - 9-2025
Board Member at Asdeporte
1-2021 - 8-2024
Executive Director at Russell Reynolds Associates
5-2019 - 12-2020
Commercial Director at Finaccess

Education

2007 - 2007
Portfolio Management Certification from Instituto Tecnológico Autónomo de México
1999 - 2004
Bachelor of Business Administration - BBA from Instituto Tecnológico Autónomo de México

More Information

Social Presence :

Prographics :

Exp : 6 Location : Mexico City, Mexico Job Level : Middle Designation : Financial Services Consultant at Spencer Stuart
URL has been copied!

Insights For Selling To Claudia

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Claudia is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Claudia

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Claudia move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Claudia take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Claudia

Personality Compatibility


Other Spencer Stuart Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.