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Network Power100+ people
Roles
🔥40%
Startup Founder
✨39%
Business Owner
🧨38%
Consulting
Geos
🇺🇸16%
United States
🇮🇳9%
India
🇬🇧7%
United Kingdom
Work Background
LibertiaGlobal Business Developer Director
Sep. 2024Mexico, Mexico CityI am recognized for my exceptional ability to negotiate and close high-stakes deals that deliver tangible results.
My strategic acumen, deeply embedded in financial analysis and business development, enables me to craft solutions that drive growth across insurance, global investments, and blockchain services. I thrive in environments where complex financial models meet real-world execution, guiding businesses to unlock new opportunities and scale efficiently.
With a keen understanding of market dynamics and a relentless focus on value creation, I build strong partnerships, optimize financial strategies, and implement innovative products tailored to diverse client needs.
My leadership ensures that businesses not only remain competitive but also set new industry standards, consistently pushing boundaries in global markets. By combining long-term vision with precise execution, I turn complex challenges into actionable, profitable outcomes, fostering sustainable growth and long-lasting success.
FX Live CapitalBusiness Developer Director
Nov. 2023Mexico City, Mexico · On-site Structuring societies and workflow with Introducing Brokers, Money Managers, Academies & Affiliates with the focus of positioning LATAM.
Building efficient communications and value propositions to key high network clients, IBs, and Affiliates through several action plans to develope presentations, webinars, seminars, etc., to potentiate the presence of the company in the region.
VIP Class InvestmentsBusiness Developer Director
Nov. 2023Mexico City, Mexico City, Mexico · On-site Leading the sales department to secure societies with Private Bankers, Fund Managers, Introducing Brokers, Money Managers, & Affiliation Structures in the LATAM region as spearhead in the investment / financial markets.
IronFXCountry Manager / Director Of Business Development
May. 2021 - Nov. 2023Mexico City, Mexico · On-site Structured societies with Introducing Brokers, Money Managers, Academies & Affiliates with the focus of positioning LATAM as spearhead in the investment / financial markets.
Currently developing strategic sales over a hybrid business model between (Sales Desk and Business Developer Managers) to expand customers base by maintaining strong, long-lasting customer relationships.
Hit monthly self sales target ($500,000 USD) proven track record.
Building effective communications and value propositions to key high network clients and others through proposals and presentations, webinars, and seminars to minimize risks over capital management and to give sound of investment.
Konzortia CapitalDirector of Capital Development
May. 2021 - Apr. 2022New York, United States In charge of prospecting, qualifying, and generate new investment opportunities through self-investors, referrals, and distribution channels.
Develop communications with Institutional Investors and key players such as Family Offices, Venture Capital firms, Hedge Funds, Broker Dealers and Capital Raising Companies to engage them with the capital raising strategy from Konzortia Capital Inc.
Involved in the development and execution of the Investors Peers and Visionaries Program.
ATraders LLC.Head Director of Sales LATAM - Alternative Investment Analyst
Jun. 2019 - Apr. 2021Mexico City Area, Mexico Own and hit/exceed monthly sales targets ($500,000 USD) within assigned LATAM territory with (5 Sales Managers & 10 BD Managers).
Developed strategic sales hybrid business model between (Sales Desk and Business Developer Managers) to expand customers base by maintaining strong, long-lasting customer relationships.
Effectively communicate the value proposition through proposals and presentations, as well as develop webinars, trading seminars and presentations over fundamental and technical analysis for risk management to give sound of investment.
Through strategies well developed, created Sr. Level relationship with key players (IBs, MM, Academies, among others).
Reported on forces that shift tactical budgets and strategic direction of accounts.
Sabina MexicannaSr. Sales Director - Equity Research Analyst
Jan. 2019 - Jun. 2019Mexico City Area, Mexico Built business plan for venture capital - seed stage to raise $20 million USD for the construction of the first agro-industrial complex in Mexico to develop CBD oil extracts.
Managed a team (7 associates) for the prospection of new investors (retail / institutional) to raise investments average ticket for $100,000 USD.
Built company valuation model through DCF, Capital Structure, P&L, Debt Model, & Balance Sheet methodologies to project NPV & future Cash Flows (5-year outlook).
Brisas Marques Punta BrujaExecutive VP of Sales - Equity Research Analyst
May. 2017 - Jan. 2019Mexico City Area, Mexico***A side business project from PS Investments involved into Real Estate (Residential, Condominium, and Tourism).*** Developed sales strategies with a focus on real estate over B2B clients over investment projects for residential, condominium / hotel portfolio located in Acapulco, Gro. Mexico.
Built Sr. level relationship with top 10 Real Estate Trusts (FIBRAs) to secure new investment opportunities. Researched real estate industry practices, consulted with industry advisors (Deloitte Co., PwC) to develop private equity fund focused on real estate / tourism market, & developed methodology to potentially reduce future expenses.
Develop a WACC valuation model to forecast all available lots through appreciation, rental income & / or a combination of both.
PS InvestmentsInvestment Associate Director - Equity Research Analyst
Aug. 2014 - Jan. 2019Mexico City Area, Mexico Responsible for the prospection & follow-up (maintain) of new / existing clients with a minimum investment to $10,000 USD, average growth of clients from 16% to 57% in a 4–year period.
Developed risk analysis to assign personalized investment portfolios.
Built & provided account status, financial statements.
Developed valuation models using fundamental methods such as Value Investing, DCF, NOPAT, CAPEX, WACC, EV, TM, & other methodologies such as Quantitative / Qualitative analysis, Regressions / Projections, among others to develop investment thesis.
Ensure an annual average yield margin between 8% & 14% in the management & trading of portfolios with QoQ positions, with Value Investing strategy thesis (35% Fixed Income, 35%Equities, 10% FX, 10% Commodities, 5% Derivatives, & 5% Alternative Investments).
Managed sales & valuation analysis department (3 associates), as well as met the investment monthly in deposits.
AlpariSr. Account Manager | Alternative Investment Analyst
May. 2010 - Jul. 2014Mexico City Area, Mexico Managed a sales team (5 associates), as well as met the QoQ minimum investment objectives required for mass market deposits.
Manage investment portfolios of retail clients under the figure Percentage Allocation Management Module (PAMM).
Developed technical analysis models such as Fibonacci Reversals, Pivot Points, Bollinger Bands, Standard Deviations, among others.
Designed training programs on fundamental & technical analysis to secure trading positions in platforms such as MT4, MT5, & for mass market & institutional investors.
Achieved recognition as one of top 10 sales manager in the institution.
Bank of AmericaFinancial Associate
Nov. 2008 - Dec. 2009Salinas, California, United States Attended front-office in the preparation, scheduling & development of meetings, & paperwork for new & existing negotiations. Participate in the process of auditing assets over corporations’ loans & credits to be granted by the institution.
Develop communication channels with the financing department (real estate agents & corporate lawyers) to analyze legal documentation & ensure compliance with the terms & conditions of the agreement.
Rocko's Automotive TransmissionCo-Owner
Feb. 2004 - Feb. 2008Salinas, California, United States Managed a crew of 4 service technicians, providing repair & maintenance services for most worldwide brands and models.
Hired, scheduled, evaluated, & terminated personnel as necessary. Instituted a mentorship program & formal training classes for new hires, oversaw all repairs, performing the most complex repairs personally.
Triggered consistent YoY sales volumes and growth, exceeding $300K USD/year in sales.
Continuous customer satisfaction surveys & the use of data to reward achievers & explore opportunities for higher quality service.
Maintained a customer comeback rate of 4% – no repeat visits for the same mechanical problem – during entire tenure.
Implemented computerized diagnostic tools to verify initial problem determination.
Exceptional following & attendance at seminars, & annual certifications bouquet by ATRA 2005 - Company still operating
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