Functional Skills

Business Unit Strategy
M&A Support
Valuation
Investor Relations
Finance Transformation

Certifications

MEMMaster of Engineering Management
Series 66
Series 7

Sector Experience

Financial Services
Real Estate
Technology
Bulge Bracket Investment Banks

Experience

Network Bankers Finance
CEO
3/2020 - Present
CEO

Genesis Bank Other
Board member
12/2020 - Present
Member of the board of directors

FIHO Corporate Strategy & Development
Board Member
5/2012 - Present
Board Director of publicly traded hotel REIT

Walton Street Capital Corporate Strategy & Development
Managing Principal
12/2007 - 6/2017
CEO, Latin America

VALOR Finance
Partner
5/1995 - 11/2007
Built investment banking boutique focused on financial restructuring and middle market M&A and corporate finance

Credit Suisse First Boston Finance
Country Head
9/1990 - 3/1995
Responsible for investment banking operations in Mexico

JPMorgan Chase & Co Finance
VP
9/1987 - 3/1990
Mergers and Acquisitions, Corporate Finance and Private Banking