Jorge A Figueroa in

Jorge A Figueroa

Enthusiast · DISC type i
Chief Operating Officer at Banorte Wealth Management
📍 Houston, Texas, United States

Jorge A. Figueroa is the Chief Operating Officer at Banorte Wealth Management, where he directs top-performing teams. A critical thinker with an MBA from UCLA Anderson, he excels at creating high-impact financial strategies that support company goals while maintaining strong compliance and risk control in banking and real estate development.

His background includes an undergraduate degree in Industrial and Systems Engineering from Tecnológico de Monterrey, suggesting a strong foundation in process optimization and efficiency. He maintains an active professional interest in his alma mater, the UCLA Anderson School of Management, indicating a lasting connection to the academic community.

Unique fact: He uniquely blends a technical engineering background with high-level financial expertise as a certified FINRA Principal.

Read the full overview →
Experience
1 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Houston, Texas, United States
Personality Overview

How Jorge shows up

Non-Confrontational
Optimistic
Story Driven

Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals. They are generally friendly, so be careful when relying on their word.

Priorities

Topics Jorge cares about

Wealth Management
As COO of Banorte's Wealth Management division, he is fundamentally involved in the strategy and operations of asset and wealth management services.
Financial Strategy
His profile emphasizes his ability to create and execute high-impact financial strategies that drive organizational growth and align with corporate objectives.
+4 more topics Login to view topics
Career

Work history

9-2025
Chief Operating Officer
Banorte Wealth Management
3-2025 - 9-2025
Director of Operations
Banorte Wealth Management
4-2024 - 3-2025
Operations Manager
Banorte Wealth Management
1-2024 - 3-2024
Director of Finance And Operations
FigTree Financial USA, Inc
Banorte Asset Managment
Banorte Securities
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Master of Business Administration (MBA)
UCLA Anderson School of Management
BS Industrial and Systems Engineer
Tecnológico de Monterrey
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jorge. Free, 10 seconds.