Experience

Quiena Inversiones

• United States
• Investment Management
• 1 - 100 Employee

• CEO / Chief of Growth

  • May 2022 - Present

  Assuming leadership in May 2022 alongside María Paula Stock, we pioneered a dynamic new management team with a clear mandate: to transform our operations to achieve cash flow positivity and to spearhead our expansion into Mexico. Through a diligent and focused five-month period, we orchestrated crucial alterations to our organizational structure and revamped our commercial strategy. This comprehensive restructuring was designed with a singular purpose - to escalate monthly recurring revenues to a level where the company could wholly self-finance its expenses. Show less

• CEO

  • Jun 2016 - Present

  In my role leading a lean team with constrained resources, I was pushed to develop and hone new skill sets in areas beyond my initial expertise. I had the privilege of leading several pivotal projects, which I will outline chronologically:2016:- Conceptualized and oversaw the development of our investment product's MVP.- Devised portfolio optimization models.- Procured funding from angel investors.- Crafted customer service and investment advisory policies.- Managed the regulatory registration process with the SEC in the USA.- Negotiated contracts with custodians and brokerage firms.2017:- Orchestrated growth strategies, resulting in a 10% monthly increase.- Led the recruitment of technology, customer service, and administration teams.- Structured and finalized our first round of venture capital funding (seed round).2018:- Implemented the company's financial management policies post seed round closure.- Introduced international/cross-border transfer methods between LATAM and the US, complying with local regulations in Argentina and Uruguay.- Coordinated the regulatory registration process with the CNV in Argentina.- Trained the customer service team to pass the regulatory exam in Argentina.2019:- Conceived a growth strategy that introduced new channels in Argentina, including TV and radio, achieving 10% monthly growth.- Oversaw the structuring and closing of the second venture capital funding round.2020:- Led the recruitment and organization process to triple our team size.- Transitioned the team to a fully remote operation in response to the pandemic.2021:- Managed the regulatory registration process with the CNBV in Mexico.- Set up the third round of financing, though it was not concluded.2022:- Successfully steered the company towards profitability and a cash flow positive operation. Show less



CapitalCastle Investment Group Ltda.

• Buenos Aires, Argentina / Montevideo, Uruguay.

• Head Trader

  • Dec 2012 - Jul 2015

  Development of quantitative financial models, portfolio management, supervision of the trading team and customer relationship management. Development of quantitative financial models, portfolio management, supervision of the trading team and customer relationship management.