Experience

Estolano Advisors

• United States
• Public Policy
• 1 - 100 Employee

• Associate

  • Dec 2021 - Present



Prospoly® Small Business Consulting

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Co-Founder/Advisor

  • Sep 2019 - Present

  Co-manage operational development primarily on social impact and economic development, educational trainings, and key strategic plans. Research, gather data and report on the current state of businesses and business development in Los Angeles. Directly provide social impact development support to Latinx social enterprises, with the aim of growing their business and accessing new markets. Develop and implement impact measurement strategies including identifying key impact metrics and data collection procedures. Collaborate with multidisciplinary organizations and community members to promote and outreach for business support and financial education for immigrant-owned businesses.



SoLa Impact

• United States
• Real Estate
• 100 - 200 Employee

• Social Impact Analyst

  • Jul 2019 - Dec 2021

• Financial Analyst

  • Jul 2019 - Jan 2020

  Sola Impact Fund is a double bottom-line, private equity and social impact fund that focuses on acquiring and renovating multi-family properties in South LA by providing high quality affordable housing in historically depressed markets and on revitalization of urban neighborhoods.



Wilshire

• United States
• Financial Services
• 200 - 300 Employee

• Analyst

  • Oct 2017 - Jul 2019

  Utilized investment databases to gather data for reporting, analysis, and review of investment reports and quarterly reports. Served as the first point of contact for investment managers submitting to Wilshire’s web-based questionnaire. Assisted in creating investment research projects and leading manager research activities using analytical tools. Provided accurate and timely performance reporting that was reported with various stakeholders. Utilized investment databases to gather data for reporting, analysis, and review of investment reports and quarterly reports. Served as the first point of contact for investment managers submitting to Wilshire’s web-based questionnaire. Assisted in creating investment research projects and leading manager research activities using analytical tools. Provided accurate and timely performance reporting that was reported with various stakeholders.



Chapman University

• United States
• Higher Education
• 700 & Above Employee

• Research Analyst

  • Aug 2016 - Sep 2017

  Utilized electronic institutional databases to gather data for reporting, analysis, and review of survey documents. Created quantitative and qualitative descriptive reports addressing student, faculty, and staff needs at the institutional level using Excel and SPSS. Monitored the ongoing documentation, evaluation, and assessment of institutional activities. Provided support in formulating a communication landscape scan and subsequent engagement of students, staff, and faculty. Supervised front desk including but not limited to management of multi-line phones, email coordination, and scheduled appointments.



Harvey & Company LLC

• United States
• Financial Services
• 100 - 200 Employee

• Research Analyst Intern

  • Aug 2015 - Jan 2016

  Supported small deal teams in deal generation effort and strategize potential acquisition targets for clients’ portfolios. Identified, researched, and profiled potential candidates for project development. Mentored potential acquisition partnership relations and communication. Presented acquisition strategy ideas in department bi-weekly meetings and training activities for interns. Supported small deal teams in deal generation effort and strategize potential acquisition targets for clients’ portfolios. Identified, researched, and profiled potential candidates for project development. Mentored potential acquisition partnership relations and communication. Presented acquisition strategy ideas in department bi-weekly meetings and training activities for interns.