Jorge A Figueroa

Enthusiast
DISC Type : i

Chief Operating Officer at Banorte Wealth Management

Houston, Texas, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Risk & Compliance
He is proficient in maintaining environments of strong regulatory compliance and risk control, a critical focus in the financial services industry.

Media Appearances

Jorge has no verified media appearances

Work History

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

Education

Master of Business Administration (MBA) from UCLA Anderson School of Management
BS Industrial and Systems Engineer from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : 1 Location : Houston, Texas, United States Job Level : Leadership Designation : Chief Operating Officer at Banorte Wealth Management
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Insights For Selling To Jorge A

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Refer to interesting customer testimonials and stress on great customer experience
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jorge A is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Jorge A

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Jorge A move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Jorge A take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Jorge A

Personality Compatibility


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