Experience

CambioReal

• United States
• Financial Services
• 1 - 100 Employee

• Founder & CEO

  • Nov 2010 - Present

  • Represent the Company externally and promote its business development opportunities and marketing initiatives.• Provide direction and leadership toward the achievement of the Company’s mission, strategy, and its annual goals and objectives.• Develop strategic operating plans that reflect the longer-term objectives and priorities established by the Board.• Maintain and develop the Company’s organizational culture, values and reputation in its markets and with all staff, customers, business partners, and regulatory agencies.• Direct organizational emphasis on servicing client/customer relationships and work directly with staff employees to oversee training and development. Show less

• Founder & COO

  • Nov 2004 - Nov 2010

  • Oversee the day-to-day management of the Company and provide leadership to management.• Report the operating performance, financial results, and strategy execution of the Company to the Board.• Ensure there are adequate operational planning and financial control systems in place.• Ensure compliance with all regulatory management requirements and corporate governance standards.• Develop and direct financial plans to support the strategic business plan, growth and market opportunities, and business development.• Establish and maintain cash management policies and procedures, and ensure cash resources are available for daily operations.• Evaluate, integrate, and manage the Company’s information technology, investments, accounting, and planning functions.• Manage the financial accounting functions including, general accounting and financial reporting, internal controls and regulatory compliance, risk management, budgeting and forecasting, asset-liability management, and treasury and investment management. Show less


Agrity
• Software Development
• Investor & Advisor

  • Jul 2022 - Present

MSBB MONEY LTD
• COO

  • Oct 2007 - Oct 2010