Senior Associate

• Aug 2023 - Present

Proventus is a firm specialized in mergers and acquisitions (M&A), capital raising and other corporate finance services. With +20 years of experience and +$4 billion in closed transactions. Proventus is a firm specialized in mergers and acquisitions (M&A), capital raising and other corporate finance services. With +20 years of experience and +$4 billion in closed transactions.

Junior Board Member

• Jan 2023 - Present

Adjunct Professor

• Jan 2022 - Present

Responsible for the content, teaching, and evaluation of the subjects (+30 students): - Financial Institutions and Capital Markets (UFIN435) | Extraordinary Period January - April. - Financial Management (UFIN0351) | Regular Period April - July. - International Finance (UFIN462) | Regular Period August - December. - Business Valuation (UFINA0402; personally promoted to teach this new subject) | August - December. Responsible for the content, teaching, and evaluation of the subjects (+30 students): - Financial Institutions and Capital Markets (UFIN435) | Extraordinary Period January - April. - Financial Management (UFIN0351) | Regular Period April - July. - International Finance (UFIN462) | Regular Period August - December. - Business Valuation (UFINA0402; personally promoted to teach this new subject) | August - December.

Senior Associate | Strategy and Transactions

• Jul 2021 - Jul 2023

- Preparation and development of financial models for company valuations, intangible assets, project finance and transaction diligence. - Multi-divisional team management at regional level with engagements in Mexico, India, USA, Colombia, and Peru. - Preparation and presentation of investment memorandums and advice on M&A and IPO transactions for corporate clients in industries such as: retail, consumer staples, financial, industrials. - Development and evaluation of projects for Public-Private Partnerships in strategic sectors such as: telecom, oil and energy, pharmaceuticals, road infrastructure. - Advice on raising financing through multilateral organizations and investment funds for clients with sales over USD 40MM. - Sectorial, statistical and market studies for publication in international corporate newsletters. Show less

Financial Director

• 2021 - 2021

Investment Banking

• 2020 - 2021

- Directly responsible for the structuring and placement of securities for approximately USD 50MM for several institutional clients. - Customer portfolio growth of approx. 10% / Presentation of financial projections to investors. - Financial, fundamental, and technical analysis of national and international investments / Financial modeling. - Preparation of prospectuses, financial structuring reports, internal regulations, investment policy, etc. - Planning of the first Ecuadorian collective investment fund with positions in foreign equities and venture capital. Show less

Asset and Fund Services Operations

• 2019 - 2020

- Communication with clients, pre-confirmation of transactions / Sale and purchase operations, valuation of funds, ad-hoc reports. - Daily monitoring of cash and securities / Accounting: inflows, outflows, mergers, dissolution of investment and pension funds. - Position reconciliation: structured products, Forex, equities, deposits, derivatives, and fixed income securities. - Communication with clients, pre-confirmation of transactions / Sale and purchase operations, valuation of funds, ad-hoc reports. - Daily monitoring of cash and securities / Accounting: inflows, outflows, mergers, dissolution of investment and pension funds. - Position reconciliation: structured products, Forex, equities, deposits, derivatives, and fixed income securities.

Supervisory Relations

• 2018 - 2019

- Comparative analysis focused on the SREP methodology (P2R) / Presentations for dialogues with supervisors (ECB and/or NCA). - Executive summaries of regulatory developments / Assist in the development of the map of activities for prudential exercises. - Comparative analysis focused on the SREP methodology (P2R) / Presentations for dialogues with supervisors (ECB and/or NCA). - Executive summaries of regulatory developments / Assist in the development of the map of activities for prudential exercises.

Strategic Planning

• 2018 - 2018

Commercial Assistant

• 2017 - 2017