Patricio Xavier Martínez Martínez

Client Service Desk Associate @ Masttro

About

Finance mayor, who seeks to be a professional with high competitiveness, critical thinking, leadership and outstanding analytical and financial skills. I’m always willing to maintain a collaborative attitude and willingness to teach and learn from others reflexive, analytical and critical contributions. Currently I’m really happy to be a part of Masttro’s Client Service team. With more than a year of experience, working full-time in my last semester.I’m exited to persue the CFA Charter, currently I’m studying for the level 1 certification with the exam date on November 2026.I am also the Founder of YuppieBanker (www.yuppiebanker.com), an AI-powered, bilingual financial education platform delivering institutional-grade training to aspiring investment bankers, private equity professionals, and consultants across the Americas. With strong knowledge across high finance, investment banking, private equity, and alternative investments, I’m building the platform I wish existed — combining comprehensive financial content with AI-driven tools like interview simulators, modeling environments, and case assessments, all in English and Spanish, to make elite Wall Street-caliber preparation accessible to ambitious professionals throughout the region.I thrive in collaborative, high-pressure environments and enjoy mentoring peers while constantly sharpening my analytical edge.During my time at Tec, I took a focus into Alternative Investments, I was a finalist at the McKinsey Capital Clash Challenge, created and developed an equities portfolio where in a 6 month period generated an 20.9 % IRR. Additionally I co-captined my team in the Bloomberg Trading challenge. One of the most interesting challenges was building a full mock case LBO, in which 2 PE funds and an equity sponsor aquire an NFL team throught a Leverage Buy Out, ahypothetical NFL team acquisition case.I my free time I like to go out with either my friends & family, I enjoy studing and learning on my own, I enjoy watching sports such as, Soccer, American Football and Basketball. Currently I’m reading Robert Greene’s book collection. Starting with the 48 laws of Power.Mainly I’m trying to learn something valuable and new every day.I’m happy to connect and to meet new people

Country

Mexico

City

San Pedro Garza García

Industry

Financial Services

Skill

Equities, Equity Research, Financial Reporting, Auditing, Financial Statements, Wealth Management Services, Family Wealth Management, Complex Transactions, Customer Engagement, Financial Transactions, Capital Markets, Leveraged Buyouts (LBO), DCF Valuation, Branding, Marketing, Sales, Hedge Funds, Venture Capital, Financial Planning and Analysis (FP&A), Financial Forecasting

Experience

Client Service Desk Associate

Masttro

2025-1 - Present · 1 yr 9 mos

San Pedro Garza García, NLE

Head of Business Development

Affihub

2024-6 - 2024-9 · 4 mos

San Pedro Garza García, Nuevo León, Mexico

Affihub is a startup in which I helped to build relations with the Irish Institute of Monterrey, developed software, and established a relationship with Festival Santa Lucia for their 2024 edition. I also helped transform the management of workshops, classes, and events through intelligent registration systems, collaborating with notable institutions such as Irish Institute of Monterrey, Prepa Anáhuac, and municipal governments of Nuevo León. We also optimized event registration and management processes, achieving outstanding results for our clients.

Cost Accountant Intern

Johnson Controls

2023-6 - 2023-12 · 7 mos

San Pedro Garza García, Nuevo León, Mexico

Cost Accounting Intern Developed and analyzed product reports in Baan systems. Analysed and developed Purchase Price Variance reports every week to analyse the impact on the orders, on 3 plants from the company. Developed weekly Freight reports, analysing the quantitively data and impact on the balance sheet.

Education

Tecnológico de Monterrey

Finance

2020-8 - 2025-6 · 4 yrs 11 mos

Projects: LV Raiders Mock Case, Advanced LBO, Orchestrated a $7.75 billion mock LBO, managing valuation and strategic planning to simulate a high-stakes acquisition environment. Negotiated strategic alignments and developed financial projections, demonstrating leadership and complex problem-solving skills. Developed an entry and exit strategy, as well as the management development and business implementions.