Luis Alfonso Obregon, CFA

Inquirer
DISC Type : cd

Director de Estructuración at Banco Multiva

Mexico City, Mexico

Overview

Luis Alfonso Obregon is an accomplished financial executive and the Director of Structuring at Banco Multiva, with extensive experience in corporate banking and project finance. He holds the CFA designation and an MBA from the University of Virginia Darden School of Business, underscoring his expertise in structured finance and credit risk.

Based on his reading recommendations to the CFA Society, Luis shows a deep intellectual curiosity beyond finance. He is interested in business strategy, innovative corporate cultures, and Eastern philosophy, reflecting a commitment to continuous learning and understanding diverse perspectives on leadership and personal development.

Unique Fact: He is a featured contributor in the CFA Society Mexicos annual newsletter, where he recommends books on strategy, culture, and memoirs.

Personality Overview

Upfront

ROI Conscious

Hard To Convince

They care equally about the product and its potential impact.  They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Infrastructure Finance
His career at Fitch Ratings and in banking has focused on project finance, including public-private partnerships, concessions, and analyzing infrastructure programs like Colombia's 4G and 5G.
Structured Finance
A core area of his expertise, responsible for structuring transactions for mergers, acquisitions, and syndicated loans at institutions like Banco Multiva and Banorte.
Credit Risk Analysis
A fundamental skill from his time at Fitch Ratings and a topic he teaches to university students at Tecnológico de Monterrey.

Media Appearances

Luis has no verified media appearances

Work History

7-2023
Director de Estructuración at Banco Multiva
1-2021 - 6-2023
Director Global Infrastructure Group at Fitch Ratings
11-2018 - 1-2021
Director de Estructuración at Grupo Financiero Banorte
11-2016 - 10-2018
Subdirector Financiamientos Estructurados at BANCO DEL BAJIO
11-2016 - 10-2018
Structured Finance Deputy Director at BANCO DEL BAJIO

Education

2010 - 2012
MBA from University of Virginia Darden School of Business
2006 - 2007
Master's degree from Universidad de La Salle Bajío, A.C.

More Information

Social Presence :

Prographics :

Exp : 22 Location : Mexico City, Mexico Job Level : Mid-senior Designation : Director de Estructuración at Banco Multiva
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Insights For Selling To Luis Alfonso

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Refer to testimonials from others in similar positions
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don't try too hard to get friendly, let it happen with time
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Luis Alfonso is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Luis Alfonso

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Luis Alfonso move?

  • Their decision making speed is somewhere in the middle.
  • Can Luis Alfonso take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Luis Alfonso

Personality Compatibility


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