Functional Skills
Digital Experience Design
Innovation Management
Operations Management
Private Equity Investing
Strategy Development
Business Analytics
Business Operations
Change Management / Org Design
Commercial Strategy
Financial Modeling
Project Management
Real Estate Investing
Software Asset Management
Software Skills
Jira
Microsoft Excel
Google Analytics
PowerBI
Blockchain
GitHub
Adobe Illustrator
Canva
Adobe InDesign
Airtable
Asana
Basecamp
Google Sheets
Sector Experience
Business Services
Financial Services
Real Estate
Technology
Languages
Spanish
English
Case Study
Case Studies
Enterprise Account Plans for Top 50 Global Clients in Mining & Infrastructure
Manufacturing
Growth Strategy
Commercial Strategy
Sales Strategy
Financial Model & Projections conducted for an Agriculture Investment Firm
Agriculture
Financial Modeling
Forecasting / Projections
Valuation
RevOps Projection Model to determine feasibility of a New Business Unit
Business Services
Predictive Modeling
Product Design
Financial Modeling
Notable Clients
Terra Insights
Experience
Almenarez Group
Corporate Strategy & Development
Venture Partner
11/2022 - Present
Single-family office with a focus on Innovation within industrial & commercial construction. I both lead & co-invest in deal developments across LATAM and North America.
Vance Street Capital
Management Consulting
Senior Consultant
4/2023 - 8/2023
The Client was a Private Equity Firm and I worked as a Senior Consultant in a corporate restructure & transformation for one of their portfolio companies. I worked on GTM Strategy, Enterprise Account Plans, and global distribution & channel partners strategy.
Catapult Group
Management Consulting
Senior Consultant
1/2022 - 12/2022
I worked with Catapult on a 12-month engagement focused on the development, GTM & execution of two new business units within the Catapult group. Projects included; a Female Founders acceleration program in Australia & Blockchain Venture Studio in Singapore.
DirectShifts
Management Consulting
Senior Consultant | CRO & CGO
2/2021 - 7/2021
A HealthTech SAAS & Marketplace platform, connecting physicians with clinics for short term/immediate staging needs. I worked directly with the founding team to build & scale during a period of exponential growth opportunity: COVID-19.
Within the 6 month contract engagement I built and executed the foundations of a sustainable 24month growth strategy, scaled the marketing/growth team from 1 to 10, Implemented a B2C + B2B user acquisition funnel, ran multiple omni-channel AB tests.
Within the 6 month contract engagement I built and executed the foundations of a sustainable 24month growth strategy, scaled the marketing/growth team from 1 to 10, Implemented a B2C + B2B user acquisition funnel, ran multiple omni-channel AB tests.
RMT Ventures
Finance
Investment Associate
1/2019 - 2/2021
RMT is an early stage fund. Spinoff from a San Francisco family office. I was responsible for establishing the operational architecture, portfolio construction, deal sourcing & pipeline management, investment due diligence, internal hiring and managing of support staff, and over site of investment opportunities across PropTech, Fintech & e-commerce.
ventureout
Product Management / Strategy
Senior Director
7/2018 - 12/2020
VentureOut is a global accelerator for scaling international tech startups in the USA. I managed the innovation programs & accounts of 28 countries and built US market expansion programs in partnership with governments, VC’s & investor groups. I also oversaw the Growth & GTM business unit.
Global Impact
Corporate Strategy & Development
Senior Consultant
1/2016 - 12/2016
During a 1 year backpacking adventure from Mexico to Argentina, I worked on several projects with GIobal Impact as a strategic advisor on projects across Latin America. I worked with local organizations & small businesses that Global Impact was supporting and I helped them to build business plans, hire and build teams, create operational workflows, and assisted with loan and finance applications to International organizations like the IMF and the World Bank.
Acquisition Group
Finance
Equity Assocaite
1/2014 - 12/2015
Conducting market research and fundamental analysis of investment opportunities across the Alternative Asset portfolio for commodities & real estate in South East Asia. Financial statement analysis, quarterly reports, due diligence, valuation metrics and forecasting via Excel, MATLAB, Stata.