Expertise

 
Management Consulting
Private Equity
Start-Up
Investment Banking

Languages Spoken

 
English
Spanish
$15.4K

Total Earnings

8

Avg Response Time

9

Jobs Completed

121

Total Hours Logged


Experience

 
 
Management Consulting
Independent - Freelance Consultant (Remote/On-Site)
05/2014 - 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.



 
Private Equity
SQN Latina - Director of Marketing
01/2017 - Present
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.

 
Start-Up
Opener.co/Kredito SAS - Director of Business Development
05/2013 - 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.

 
Investment Banking
Guggenheim Partners, LLC - Equity Analyst, Technology, Media and Telecommunications
04/2010 - 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.

 
Investment Banking
Sidoti & Company, LLC - Equity Analyst, Healthcare
12/2007 - 01/2010
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.