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Network Power100+ people
Roles
🔥39%
Startup Founder
✨38%
Business Owner
🧨38%
Consulting
Geos
🇺🇸16%
United States
🇮🇳9%
India
🇬🇧6%
United Kingdom
Work Background
LibertiaGlobal Business Developer Director
Apr. 2024MexicoLed financial strategy, risk modeling, and valuations for Insurtech, Fintech, OTC market and Crypto service products.
Designed a liabilities consolidation product backed by mortgage warranties.
Conducted pricing, cost reduction, and financial forecasting for scalable product launches.
Negotiated institutional partnerships in Fintech, Insurtech, and crypto services.
Structured commission models and sales network frameworks, ensuring high-yield revenue generation.
IronFXCountry Manager & LATAM Expansion Director
May. 2020 - Apr. 2024MexicoManaged a $6M+ USD institutional pipeline, leading capital markets, forex, and crypto transactions.
Structured and executed alternative asset investments for institutional and private investors.
Led business development, strategic partnerships, and sales expansion across LATAM.
Organized investment summits, webinars, and industry expos, enhancing brand positioning.
Arum TradeCountry Manager & LATAM Director of Business Development
Feb. 2018 - Apr. 2020MexicoSecured $7.92M+ in institutional capital, structuring venture capital, private equity, and alternative investment deals.
Increased revenue to $8.71M+, driving strategic investor engagement and structured deal execution.
Built and managed a 15-member institutional sales team, consistently exceeding annual benchmarks by 10% YoY.
Optimized capital allocation models, ensuring efficient investor deployment and risk-adjusted returns.
Brisas Marques Punta BrujaExecutive VP of Sales & Equity Research Analyst
May. 2015 - Jan. 2018MexicoCompany under the portfolio of PS Investments.
Structured financial models and capital allocation strategies for a tourism development project in partnership with two Mexican FIBRAs.
Secured institutional funding and optimized investment feasibility for the real estate-backed complex.
Developed sales and investor presentations targeting private equity and institutional partners.
Secured $10M+ USD in private equity and real estate investments, optimizing capital allocation and returns.
PS InvestmentsInvestment Associate Director - Equity Research Analyst
Aug. 2014 - Jan. 2018MexicoDesigned and managed structured investment portfolios, ensuring high-return strategies and risk-adjusted asset diversification.
Developed and executed private wealth strategies, targeting high-net-worth individuals and institutional investors.
Attracted $7.2M USD in AUM for the company.
AlpariSenior Account Manager & Alternative Investment Analyst
May. 2010 - Jul. 2014MexicoClosed a landmark $1M institutional trading deal, expanding Alpari’s footprint in LATAM.
Structured and advised on venture-backed forex and alternative asset investments.
Led industry expos, summits, and sales training sessions, positioning Alpari as a recognized market player in the region.
Bank of AmericaFinancial Associate
Nov. 2007 - Mar. 2010United StatesManaged $2M+ in institutional portfolios, optimizing risk-adjusted return models.
Developed capital preservation strategies, increasing client asset longevity.
Worked in project for consolidation of liabilities with mortgage guarantee
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