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Work Background
OAN Consulting Corp.Director
Mar. 2020Ecuador. Peru. Remote. Project funding, Private equity. Investment banking. Business development. M&A. Wealth and asset management. Consulting Services. Expert in management, finance, and investments. Effective funding for different projects (hospitality, animal feed, real estate, shrimp). Placement of funds in debt and equity, in millions of dollars. Financing for working capital, consumer goods, and automobiles.
Implementation of strategic partnerships, mining, and heavy oil.
Business development outside of Ecuador.
Representation of foreign companies. Buying and selling of assets (real, productive, intrinsic, or financial).
Banco de MachalaNational Finance Manager
Jan. 2019 - Dec. 2020EcuadorEcuadorian National Bank. In charge of all national financial aspects of the bank. Development of the international area with US banks and European funds. Areas under the national management: finance, treasury, general budget, costs, profitability, corporate government, payments, foreign trade, international lines of credit.
COGREENTECH S.A.Member of The Board of Advisors
Jan. 2018 - Dec. 2020EcuadorNew plant for the extraction of Zinc.
Advisory in many areas, mainly financial matters.
Signia InternationalMember Of The Board Of Advisors
Jan. 2018 - Dec. 2020Dubai, United Arab EmiratesMetal trading company. Advisory in many areas.
CHAR Technologies Ltd.Representative Ecuador
Nov. 2017Toronto, Ontario, CanadaCanadian listed company with products and services in cleaning and recycling of water, waste water, air, soil, and remediations. Engineering and procurement. Environmental services.
GTS Wealth ManagementExternal Asset Manager.
Jan. 2016 - Dec. 2019Costa Rica / Ecuador / Venezuela* Access to investments and accounts in best five worldwide Banks (IPB). * Different booking centers geographically: Germany, Switzerland, America, Bahamas. * Open new HNW and UHNW accounts, taylor made portfolios, AAA bonds, ETFs, structured products, AAA stocks, funds, indexes, t bills, t bonds, etc.
* Consultation in personal investment companies (PICs), succession planning, family & corporation Trusts.
Guayaquil Tenis ClubMember of The Board of Directors
Jan. 2012 - Jul. 2014EcuadorOld and well known private tennis club, the only club with two venues in the country.
OANManager / Advisor
Jan. 2009 - Dec. 2016Ecuador. Investments. Wealth management. Investment banking. Asset administration. Advisory services.
Lloyds Banking GroupHead / BDO of IPB / Wealth Management in Ecuador for Geneva, CH and Miami, USA.
Jan. 2006 - Dec. 2009Geneva, Switzerland / Miami, USA / Ecuador. British worldwide bank.
* Raised currency assets in tens of millions of USD. * Helped and managed client relations with more than US$100'M. Management of the business development center (BDC).
Development in representation of the Miami, USA and Geneva, Switzerland offices.
* Formation of private investment companies, trusts, foundations and patrimonial succession planning (family or business).
Worked with investment portfolios, asset based loans, convertible bond issuings, mutual funds, structured notes, corporation bonds, US treasury bills / bonds, stock exchange markets, cash accounts, among others.
Ogilvy & MatherNational Financial Director / Controller Ecuador
Jan. 2004 - Dec. 2006Ecuador. Colombia.British multinational advertising and communications company with a local partner. Forecasting, financing and feasibility of new projects. Financial planning and strategy. Profitability and costs indexes, operative utility/income margins, contribution margins. Operational control. Costs and operating profit. Time sheet reports by client to the regional center. Staff cost reports by client used for negotiation of regional fees. Manage of MVDs (media value discounts / over commissions) in different media channels by volume. Annual financial forecast planning. Cash flows, supplier payments, collection of account receivables, and management of clients.
UTEG - - Universidad Tecnológica Empresarial de GuayaquilProfessor of Management and Directional Methods
Jan. 2004 - Dec. 2006EcuadorAssociate professor.
Alcívar & Gallegos Cia. Ltda.General Manager.
Jan. 2002 - Dec. 2004EcuadorLaw Firm / financial and management advisory. General management and in charge of the associated consultants. Personnel management.
GrupoCONTEXT S.A.Strategic Partner
Jan. 2000 - Dec. 2001EcuadorSpaniard / Ecuadorian Group dedicated to the development, commercialization, and implementation of financial solutions, as well as managerial information systems for banking institutions. Generated income of middle six figures in a six-month period.
Servipe Cía. Ltda. (Servicios Especiales)General Manager
Jan. 1998 - Dec. 2002EcuadorEcuadorian company in private security and personnel services.
Leadership and team work with 400 employees. * Clients, as well as income, were duplicated.
Administration and supervision of all areas of the company. Treasury and accounting supervision.
Financial and administrative planning. Management of human resources. Control processes. Strategic marketing.
Diario El Telégrafo, National NewspaperWeekly Columnist
Jan. 1998 - Dec. 2000EcuadorWrote a weekly column about economic and political affairs.
Banco del Progreso SAInternational Corporate Credit Manager. International Division Deputy Manager.
Jan. 1996 - Dec. 1998EcuadorEcuadorian private bank. 1. International Corporate Credit Department. Manager. • Obtained international lines of credit for different fields.
• Projects financed through Swiss Bank for infrastructure and development. • Contacts with the International Finance Corporation, and the International Investment Corporation. • Marketing to channel direct credit lines from Corporación Andina de Fomento, and Corporación Financiera Nacional to multinational firms. • Worked in conjunction with the bank’s commerce and trade department for the channeling of funds from Eximbank and Bladex through correspondent banks. • Head planning for projects to raise capital trough securitization of assets and bond issuing. 2. International Division. Deputy manager.
Banco del Progreso SAOperational Sub Manager. Capital Markets Chief of Area. Trading Table Chief.
Jan. 1994 - Dec. 1996Ecuador
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