Functional Skills
Financial Modeling
Investor Relations
Data Visualization / Reports
Sector Experience
Financial Services
Healthcare
Manufacturing
Media & Entertainment
Telecom
Languages
English
Spanish
Experience
Credijusto.com
Start-Up
Director of Business Development
3/2018 - Present
Credijusto is a top Specialty Finance Fintech platform in Mexico backed by Goldman Sachs, Point72, and QED Investors.
Launched firm’s equipment leasing platform which has driven 4x growth in company's monthly origination.
Supported capital raising efforts during successful Series A and Series B rounds which resulted in over USD 50M in equity and USD 100M+ in debt capital.
Run firm's vendor finance program covering over 200 equipment OEMs.
Launched firm’s equipment leasing platform which has driven 4x growth in company's monthly origination.
Supported capital raising efforts during successful Series A and Series B rounds which resulted in over USD 50M in equity and USD 100M+ in debt capital.
Run firm's vendor finance program covering over 200 equipment OEMs.
Independent
Management Consulting
Freelance Consultant (Remote/On-Site)
5/2014 - Present
Provide management consulting services for clients in the U.S., LatAm and Europe.
Conduct commercial and financial due diligence for companies across a diverse range of sectors and geographies.
Build financial models including cash flow forecasts and valuation, conduct macro-level market research.
Develop executable sales and marketing strategies for companies entering Latin America.
Conduct commercial and financial due diligence for companies across a diverse range of sectors and geographies.
Build financial models including cash flow forecasts and valuation, conduct macro-level market research.
Develop executable sales and marketing strategies for companies entering Latin America.
SQN Latina
Finance
Director of Marketing
1/2017 - 2/2018
SQNL is a specialty finance company with $75M in capital that provides industrial equipment leases to Mexican SMBs.
Develop new origination channels including OEM and distributor partnerships, digital lead generation and direct sales.
Successfully launched Vendor Finance program; engaged 150+ international OEMs selling heavy equipment in Mexico.
Work with CEO on fundraising efforts including pitch books, analysis, cap intro, and investor due diligence.
Develop new origination channels including OEM and distributor partnerships, digital lead generation and direct sales.
Successfully launched Vendor Finance program; engaged 150+ international OEMs selling heavy equipment in Mexico.
Work with CEO on fundraising efforts including pitch books, analysis, cap intro, and investor due diligence.
Opener.co/Kredito SAS
Start-Up
Director of Business Development
5/2013 - 12/2016
Opener was an algorithmic match-making platform that connected providers of capital with companies seeking liquidity.
Opener evolved into Krédito between 5/2015 - 1/2016 to pivot from from lead generation
to a fee based model focused on closing transactions.
Krédito provides credit, equity and project finance advisory services to Colombian SMBs (www.kredito.co).
The company closed deals worth $20M in 2015 and has signed mandates for over $30M in 2016.
Opener evolved into Krédito between 5/2015 - 1/2016 to pivot from from lead generation
to a fee based model focused on closing transactions.
Krédito provides credit, equity and project finance advisory services to Colombian SMBs (www.kredito.co).
The company closed deals worth $20M in 2015 and has signed mandates for over $30M in 2016.
Guggenheim Partners, LLC
Finance
Equity Analyst, Technology, Media and Telecommunications
4/2010 - 10/2011
Launched Guggenheim’s TMT research franchise including the coverage of over 50 companies within the sector.
Performed financial modeling, market research and analysis, valuation and interviewed C-level executives.
Participated in the evaluation, presentation and distribution of initial public share offerings (IPOs).
Developed over 20 proprietary industry models and conducted detailed financial statement analysis, forecasting, discounted cash flow, SOTP valuation.
Performed financial modeling, market research and analysis, valuation and interviewed C-level executives.
Participated in the evaluation, presentation and distribution of initial public share offerings (IPOs).
Developed over 20 proprietary industry models and conducted detailed financial statement analysis, forecasting, discounted cash flow, SOTP valuation.
Sidoti & Company, LLC
Finance
Equity Analyst, Healthcare
12/2007 - 1/2010
Conducted market research and analysis for 18 companies with market capitalizations between USD 300M-5B.
Developed extensive network of C-level management, politicians and experts to augment public sources of data.
Presented investment recommendations to institutional investors both digitally, personally and in public forums.
Built over 15 detailed financial models emphasizing EV/EBITDA, P/FCF and real estate asset valuation.
Developed extensive network of C-level management, politicians and experts to augment public sources of data.
Presented investment recommendations to institutional investors both digitally, personally and in public forums.
Built over 15 detailed financial models emphasizing EV/EBITDA, P/FCF and real estate asset valuation.