Francisco Watkins has extensive experience in the financial industry. Francisco is currently the President of Asesoria Financiera Independiente, Inc., where they provide independent financial advisory services to high net worth individuals and families in Mexico. Francisco focuses on offshore private banking, including asset allocation, portfolio construction and monitoring, custodian bank selection and supervision, and portfolio performance reviews. Francisco also offers advisory and referral services on estate planning matters and business finance solutions for family-held companies.
Prior to their current role, Francisco worked as a Senior Relationship Officer at UBS AG New York Branch from 2008 to 2009. Before that, they were a Sous Directeur at Merrill Lynch Bank (Suisse) from 2000 to 2006, where they developed and managed a large portfolio of High Net Worth clients from Latin America, providing asset gathering, advisory investment services, and guidance on estate planning matters.
Francisco began their career at Citibank N.A., where they served as a Vice President from 1974 to 1990.
Francisco Watkins graduated from the University of the Americas, Mexico with a Bachelor of Arts (B.A.) degree in International Relations. No specific start or end years were provided.
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