The Boursa Investments corporate team is here to serve and is an important resource working hard for the unique needs of our clients. We have the industry experience, ingenuity and the licenses required to work for you.
Meet our team:
José Mondragón - President/CEO
- FINRA at University of Pennsylvania Wharton Certified Regulatory Compliance Professional Certification November 2003.
- FINRA Licenses: Series 7, Series 63, Series 65, Series 4, Series 24, Series 3, Series 55.
Gerardo Bache - Chief Compliance Officer
- Bachelor of Science in Global Business Management, University of Pheonix 2012
- FINRA Licenses: Series 7, Series 66, Series 4, Series 24, Series 57.
Constanza Freyer - Assistant Compliance Officer
- Bachelor of Sciences Business Administration, Universidad Católica de Cordoba Dec 1999.
- FINRA Licenses: Series 7, Series 24, Series 4.
Juan Mondragón - Chief Operating Officer
- Bachelor of Arts in Liberal Arts and Sciences, Economics and Political Science, San Diego State University May 2007.
- FINRA Licenses: Series 7, Series 63, Series 65, Series 4, Series 24, Series 55, Series 53.
James Castañeda - Chief Financial Officer, FINOP
- Bachelor of Arts; International Business, Cum Laude, San Diego State University May 2009
- FINRA Licenses: Series 7, Series 63, Series 24, Series 27.
Board of Directors: