Functional Skills

Business Unit Strategy
Change Management / Org Design
Business Planning
M&A Support
Market Research
Financial Due Diligence
Investor Relations
Operational Efficiency
Training and Coaching

Software Skills

Microsoft Word
Microsoft PowerPoint
Microsoft Office
Microsoft Excel
MacOS
Safari
GoDaddy

Sector Experience

Business Services
Consumer Goods
Real Estate
Social & Public Sector

Languages

English
Spanish

Experience

REDiaz, LLC Corporate Strategy & Development
Senior Managing Director
7/2016 - Present
* Accomplish cost-effective ESG compliance goals for SMEs
* Apply technical expertise on vital issues related to environmental and social impact assessment and on sustainability risks
* Introduce sustainability strategies and priorities across different ESG governance groups
* Map opportunities to create firm and societal values by making companies' ESG approaches part of their core business
* Discover key ESG trends and best practices in sustainability reporting and third-party disclosure

University of Houston Other
Advisory Panel Member
4/2021 - Present
* Promote the reputation quality of the School through the strategy of its credit and non-credit offerings to the community
* Boost the School's goal of linking industry with academia to help ensure the School's work is relevant and benefits the business community
* Participated in panel meetings, provided feedback, and participated as a speaker, mentor, or panelist

ARES biotech Start-Up
Chairperson
10/2020 - 12/2022
* Incorporate sophisticated modern, 'green' market-disrupting technology into the world market
* Examine corporate ESG activities and assess recommendations for implementation
* Coordinate strategies to address ESG issues related to energy use, resource conservation, pollution reduction, and education
* Highlight the firm's ESG strategy, methods, frameworks, and related tools to achieve ESG objectives
* Recognize environmental sustainability issues, concerns, or stakeholder interests

RipeMetrics Other
Member of the Board of Advisors
5/2020 - 12/2021
* Monitored business decision making, generated customer loyalty, referrals, and improved overall marketing efficiency and effectiveness
* Shaped companies to capture invaluable consumer data and essential feedback
* Identified educational, training, or other developmental opportunities for sustainability business owners and employees

Funders USA Other
Member of the Board of Advisors
5/2020 - 12/2021
* Assisted and act as an intermediary for financing between investors and startups
* Guided startups in capital raising through close partnerships with incubators and accelerators
* Oversaw and coordinated project teams to review and develop ESG programs and related reporting

Exceedr Other
Member of the Board of Advisors
5/2020 - 12/2021
* Provided knowledge, critical thinking, and analysis to increase the confidence of the decision-makers
* Accelerated organic growth through strategic advice, growth through M&A, and developing an exit strategy
* Defined and optimize growth strategy and analyzed current go-to-market approach and sales process

SyngEq Product Management / Strategy
Managing Director
3/2018 - 10/2020
* Consulted investors to determine investment, development, & asset management activities to maximize portfolio returns
* Streamlined acquisition strategies, innovative financial structures, and asset management focused on asset enhancement and appreciation
* Spearheaded institutional leaders and business leaders with a scalable, comprehensive, and Sustainability Tech Platforms
* Motivated clients to position themselves to capture the growing pool of ESG-dedicated capital & investors

Kontinuum Fund Management Finance
Managing Partner
8/2016 - 3/2018
* Launched two private equity investment funds totaling $200M in equity finance for offerings made under the U.S. SEC's Regulation D, Rule 506(c), and Regulation S
* Formulated asset-based senior loans and gap/mezzanine subordinated loans for residential and commercial real estate transactions
* Informed the utility, effectiveness, and influence of the various data providers and ESG reporting frameworks
* Researched and assessed action ESG programs in the real estate sector

REDiaz Incorporated Corporate Strategy & Development
President
8/2001 - 7/2017
* Advised CxOs. Investor Relations on the communication of ESG issues to financial stakeholders
* Presented strategic investment options to CxOs, senior management teams, and key stakeholders
* Executed key ESG initiatives, developed business cases for budgets & resource investments
* Negotiated contracts in > $50M on behalf of clients to increase real estate income
* Converted $14M rental portfolio into independent mortgage notes; sold in the secondary market - achieved 25% ROI

G.R. Enterprises Services Operations
Director of Operations
6/2010 - 12/2013
* Established marketing and sales functions, and partnerships in South America
* Implemented sales strategies in a manner consistent with brand values and manage the Latin American Sales division
* Facilitated U.S. real estate litigation involving $35M in assets, $100M in sales revenue, and lease agreements over $3M