Experience

U.S. International Development Finance Corporation

• United States
• International Trade and Development
• 500 - 600 Employee

• Managing Director, Mission Transaction Unit, Latin America, The Caribbean and Europe and Eurasia

  • Jan 2020 - Present

  • Managing a team of Investment Officers and Relationship Managers responsible for developing, originating, structuring, assessing and managing over $1 Billion in partial credit guarantees and loans in collaboration with USAID Missions and Washington operating units in Latin America, the Caribbean (LAC) and Eastern Europe (E&E) • Providing technical expertise and leading discussions on development finance and DFC tools with local government agencies, other donors agencies, international… Show more • Managing a team of Investment Officers and Relationship Managers responsible for developing, originating, structuring, assessing and managing over $1 Billion in partial credit guarantees and loans in collaboration with USAID Missions and Washington operating units in Latin America, the Caribbean (LAC) and Eastern Europe (E&E) • Providing technical expertise and leading discussions on development finance and DFC tools with local government agencies, other donors agencies, international organization, the interagency and multiple stakeholders • Advising senior management on strategic initiatives and US government priorities in LAC and E&E, including interagency negotiations and high level government to government discussion Show less • Managing a team of Investment Officers and Relationship Managers responsible for developing, originating, structuring, assessing and managing over $1 Billion in partial credit guarantees and loans in collaboration with USAID Missions and Washington operating units in Latin America, the Caribbean (LAC) and Eastern Europe (E&E) • Providing technical expertise and leading discussions on development finance and DFC tools with local government agencies, other donors agencies, international… Show more • Managing a team of Investment Officers and Relationship Managers responsible for developing, originating, structuring, assessing and managing over $1 Billion in partial credit guarantees and loans in collaboration with USAID Missions and Washington operating units in Latin America, the Caribbean (LAC) and Eastern Europe (E&E) • Providing technical expertise and leading discussions on development finance and DFC tools with local government agencies, other donors agencies, international organization, the interagency and multiple stakeholders • Advising senior management on strategic initiatives and US government priorities in LAC and E&E, including interagency negotiations and high level government to government discussion Show less



USAID

• United States
• International Affairs
• 700 & Above Employee

• Team Lead / Senior Investment Officer (LAC/EE)

  • Oct 2018 - Jan 2020

  • Led the integration of Development Credit Authority form USAID into the DFC, including the coordination strategies, business development in all USAID Sponsored transaction in LAC and E&E • Overseeing the coordinating of DFC activity managers in the field across 30+ countries in LAC and E&E • Responsible for all the project development cycle for transactions in the LAC and E&E regions for USAID Sponsored transactions, including: - Conducting market assessments across different… Show more • Led the integration of Development Credit Authority form USAID into the DFC, including the coordination strategies, business development in all USAID Sponsored transaction in LAC and E&E • Overseeing the coordinating of DFC activity managers in the field across 30+ countries in LAC and E&E • Responsible for all the project development cycle for transactions in the LAC and E&E regions for USAID Sponsored transactions, including: - Conducting market assessments across different countries and sectors - in agriculture/agribusiness, clean energy, Small and Medium Enterprises, health, and other sectors to propose and recommend partial credit guarantees to be funded by USAID missions - Conducting landscape assessments of the financial sector to select financial partners based on defined criteria that align with the proposed transaction objectives and USAID mission programs - Negotiating terms of references, fees structures and legal agreements with selected financial institutions - Leveraging USAID and other donors’ resources to unlock lending into specific sectors and regions - Ensuring implementation of the transaction and adequate M&E - Responsible for ensuring adequate monitoring, reporting and portfolio management to ensure utilization, disbursement and compliance requirements of approximately 112 partial credit guarantees, with 74+ financial partners in 30+ countries across the LAC and E&E portfolio

• Investment Officer

  • Nov 2016 - Oct 2018

  • Developed, structured and assessed partial credit guarantees in across Latin America, the Caribbean and Eastern Europe. • Conducted due diligence and risk assessment for all transactions including microfinance institutions, impact investing funds, commercial banks and selected private companies - Presented and defended transactions to the Credit Risk Board for approval - Solving financial institutions/client needs and focusing on drivers for implementation, increase disbursements… Show more • Developed, structured and assessed partial credit guarantees in across Latin America, the Caribbean and Eastern Europe. • Conducted due diligence and risk assessment for all transactions including microfinance institutions, impact investing funds, commercial banks and selected private companies - Presented and defended transactions to the Credit Risk Board for approval - Solving financial institutions/client needs and focusing on drivers for implementation, increase disbursements and overall social impact • Researched, analyzed and presented on current macro-economic, financial, legal and, regulatory indicators and trends for private companies and financial institutions operating in developing countries, as well as macro-economic projections • Lead and presented the DCA Private Sector Engagement USAID training



The Bridgespan Group

• United States
• Non-profit Organizations
• 300 - 400 Employee

• Consultant

  • Jun 2015 - Nov 2016

  • Supported the strategy development and grant recipient selection process for a national foundation • Developed framework to selected high impact investments for an impact investor lead fund based on achieving financial return and the UN Sustainable Development Goals • Lead the state expansion and scaling strategy for a national nonprofit from one state to 18 states across the country • Organized and facilitated a Bridgespan-sponsored convening and design lab workshop for over 50… Show more • Supported the strategy development and grant recipient selection process for a national foundation • Developed framework to selected high impact investments for an impact investor lead fund based on achieving financial return and the UN Sustainable Development Goals • Lead the state expansion and scaling strategy for a national nonprofit from one state to 18 states across the country • Organized and facilitated a Bridgespan-sponsored convening and design lab workshop for over 50 top management of leading nonprofits and foundations aimed at developing strategies to achieve scale • Conducted evaluation and reviewed investment selection and impact for a youth development fund • Advised and developed the “sunsetting” closing strategy of an international foundation • Authored and provided expertise for business development proposals for the Global Development Group • Developed best practices and case studies to lead Theory of Change strategies to inform big bet (Multimillion-dollar philanthropic investments) • Advised a group of philanthropists on the development of an impact investing fund Show less • Supported the strategy development and grant recipient selection process for a national foundation • Developed framework to selected high impact investments for an impact investor lead fund based on achieving financial return and the UN Sustainable Development Goals • Lead the state expansion and scaling strategy for a national nonprofit from one state to 18 states across the country • Organized and facilitated a Bridgespan-sponsored convening and design lab workshop for over 50… Show more • Supported the strategy development and grant recipient selection process for a national foundation • Developed framework to selected high impact investments for an impact investor lead fund based on achieving financial return and the UN Sustainable Development Goals • Lead the state expansion and scaling strategy for a national nonprofit from one state to 18 states across the country • Organized and facilitated a Bridgespan-sponsored convening and design lab workshop for over 50 top management of leading nonprofits and foundations aimed at developing strategies to achieve scale • Conducted evaluation and reviewed investment selection and impact for a youth development fund • Advised and developed the “sunsetting” closing strategy of an international foundation • Authored and provided expertise for business development proposals for the Global Development Group • Developed best practices and case studies to lead Theory of Change strategies to inform big bet (Multimillion-dollar philanthropic investments) • Advised a group of philanthropists on the development of an impact investing fund Show less



The Tuck School of Business at Dartmouth

• United States
• Higher Education
• 300 - 400 Employee

• MBA Candidate

  • Aug 2013 - Jun 2015

  • Center for Global Business and Government Fellow • Student Board Quality of Life Committee, Teaching Assistant, Chair of the Latin American and Iberian Club, the Net Impact Club and, the Jewish Club • Member of the Finance Club, General Management Club, International Club and Tripod Hockey • Center for Global Business and Government Fellow • Student Board Quality of Life Committee, Teaching Assistant, Chair of the Latin American and Iberian Club, the Net Impact Club and, the Jewish Club • Member of the Finance Club, General Management Club, International Club and Tripod Hockey



Partners in Food Solutions

• United States
• Food and Beverage Manufacturing
• 1 - 100 Employee

• MBA Summer Associate

  • Jun 2014 - Aug 2014

  • Led the development and due diligence of a new innovative blended financial instrument “the opportunity fund” which aimed to serve Small and Medium Enterprises in the food and agribusiness sector in Africa • Managed and organized a private-public partnership to implement “the opportunity fund” between parties including, Technoserve, Root Capital, Dalberg and PFS • Analyzed and reported the current lending environment in Kenya, Tanzania and Zambia to develop requirements for the new fund… Show more • Led the development and due diligence of a new innovative blended financial instrument “the opportunity fund” which aimed to serve Small and Medium Enterprises in the food and agribusiness sector in Africa • Managed and organized a private-public partnership to implement “the opportunity fund” between parties including, Technoserve, Root Capital, Dalberg and PFS • Analyzed and reported the current lending environment in Kenya, Tanzania and Zambia to develop requirements for the new fund • Assessed the financial statements and business conditions of over 300 current PFS Clients to determine borrowing capabilities, business strategies and overall investment strategies Show less • Led the development and due diligence of a new innovative blended financial instrument “the opportunity fund” which aimed to serve Small and Medium Enterprises in the food and agribusiness sector in Africa • Managed and organized a private-public partnership to implement “the opportunity fund” between parties including, Technoserve, Root Capital, Dalberg and PFS • Analyzed and reported the current lending environment in Kenya, Tanzania and Zambia to develop requirements for the new fund… Show more • Led the development and due diligence of a new innovative blended financial instrument “the opportunity fund” which aimed to serve Small and Medium Enterprises in the food and agribusiness sector in Africa • Managed and organized a private-public partnership to implement “the opportunity fund” between parties including, Technoserve, Root Capital, Dalberg and PFS • Analyzed and reported the current lending environment in Kenya, Tanzania and Zambia to develop requirements for the new fund • Assessed the financial statements and business conditions of over 300 current PFS Clients to determine borrowing capabilities, business strategies and overall investment strategies Show less



International Monetary Fund

• United States
• International Trade and Development
• 700 & Above Employee

• Research Analyst, Finance Department

  • Aug 2011 - Aug 2013

  • Awarded the 2013 IMF Finance Departmental award that recognizes outstanding contributions to the team • Performed data analysis for bilateral borrowings project which boosted IMF resources by US $456 billion • Developed formula that determines countries’ quota and votes for the IMF • Assessed countries’ financial strength to advise IMF lending by considering risk factors • Reviewed countries’ financial position and resource adequacy to meet its commitments • Created… Show more • Awarded the 2013 IMF Finance Departmental award that recognizes outstanding contributions to the team • Performed data analysis for bilateral borrowings project which boosted IMF resources by US $456 billion • Developed formula that determines countries’ quota and votes for the IMF • Assessed countries’ financial strength to advise IMF lending by considering risk factors • Reviewed countries’ financial position and resource adequacy to meet its commitments • Created presentations for C-level staff for international forums (G-20 meetings, IMF-World Bank annual meetings) • Organized and participated in the IMF Civic Program (Community Service) Show less • Awarded the 2013 IMF Finance Departmental award that recognizes outstanding contributions to the team • Performed data analysis for bilateral borrowings project which boosted IMF resources by US $456 billion • Developed formula that determines countries’ quota and votes for the IMF • Assessed countries’ financial strength to advise IMF lending by considering risk factors • Reviewed countries’ financial position and resource adequacy to meet its commitments • Created… Show more • Awarded the 2013 IMF Finance Departmental award that recognizes outstanding contributions to the team • Performed data analysis for bilateral borrowings project which boosted IMF resources by US $456 billion • Developed formula that determines countries’ quota and votes for the IMF • Assessed countries’ financial strength to advise IMF lending by considering risk factors • Reviewed countries’ financial position and resource adequacy to meet its commitments • Created presentations for C-level staff for international forums (G-20 meetings, IMF-World Bank annual meetings) • Organized and participated in the IMF Civic Program (Community Service) Show less



PwC

• Professional Services
• 700 & Above Employee

• Associate

  • Aug 2010 - Aug 2011

  • Led on-boarding and training a team of more than 300 PwC employees for an international banking client • Performed business process analysis for mortgage banking to ensure compliance with required regulation • Developed the complete system requirements for facilitating flows from US Treasury to TARP-funded clients • Analyzed user access requirements for sensitive data to ensure confidentiality and data security for TARP • Led on-boarding and training a team of more than 300 PwC employees for an international banking client • Performed business process analysis for mortgage banking to ensure compliance with required regulation • Developed the complete system requirements for facilitating flows from US Treasury to TARP-funded clients • Analyzed user access requirements for sensitive data to ensure confidentiality and data security for TARP



Millennium Challenge Corporation

• United States
• International Trade and Development
• 300 - 400 Employee

• Consultant

  • Jul 2009 - Aug 2010

  • Collected, managed and disseminated key performance indicators for each program country on a quarterly basis • Acted as point person for resolving data related issues, including reconciling conceptual mismatches • Supported the organization of the 2010 Monitoring and Evaluation Trainee Conference • Collected, managed and disseminated key performance indicators for each program country on a quarterly basis • Acted as point person for resolving data related issues, including reconciling conceptual mismatches • Supported the organization of the 2010 Monitoring and Evaluation Trainee Conference



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Summer Analyst

  • Jun 2008 - Aug 2008



Brandeis University

• United States
• Higher Education
• 700 & Above Employee

• Student Enrichment Services

  • Aug 2006 - May 2008



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • Aug 2007 - Dec 2007

  International Private Wealth Management International Private Wealth Management



Management Sciences for Health

• United States
• Non-profit Organizations
• 700 & Above Employee

• Summer Intern

  • Jun 2006 - Aug 2006

  Office of Communications and Knowledge Exchange • Assisted in writing press releases, success stories and internet publications • Researched and collected developing countries information and drafted weekly data updates • Developed specific country pages through collecting and organizing data directly from regional offices and outside vendors Office of Communications and Knowledge Exchange • Assisted in writing press releases, success stories and internet publications • Researched and collected developing countries information and drafted weekly data updates • Developed specific country pages through collecting and organizing data directly from regional offices and outside vendors