Associate

• Sep 2021 - Present

Investment Analyst

• Sep 2020 - Oct 2021

First venture lab in Mexico focused on offering customer-centric solutions to organizations, startups, and corporations with a single philosophy: zero bullshit.

Board Advisor

• Aug 2022 - Present

Finance Consultant

• May 2019 - Aug 2022

The Leader in the acquisition of a company valued at $ 40 million USD. Portfolio management of $ 6 million USD with an annualized return of 18%.Due diligence of accounting and financial factors, companies valuation, investment memorandums, analysis and approval of investment projects.Dealing with development banking (FOCIR), investment funds (CMIC) and PE funds obtaining loans. Fundraising of $10 million USD for a project.

Co-Founder, Financial Director

• Jul 2016 - Sep 2020

Preparation and analysis of business strategies aligned with international standards to improve the competitiveness of entrepreneurs. Improvement of business models. Elaboration of cash flows, proforma financial statements, market strategy, optimization of resources. Portfolio of companies advised: Paleteria Michoacana that got an investment of $ 250,000 USD in the US. Alimantec with export contracts to India with a value of $ 10,000 USD. OA2K, debt restructuring of $10 million mexican pesos. Preparation and analysis of business strategies aligned with international standards to improve the competitiveness of entrepreneurs. Improvement of business models. Elaboration of cash flows, proforma financial statements, market strategy, optimization of resources. Portfolio of companies advised: Paleteria Michoacana that got an investment of $ 250,000 USD in the US. Alimantec with export contracts to India with a value of $ 10,000 USD. OA2K, debt restructuring of $10 million mexican pesos.

Chancellor

• Oct 2018 - Nov 2019

As the Honorary Chancellor of Uruguay based in Jalisco, my duties are the representation of the country and the assistance to compatriots through the accredited issuance of all the official Uruguayan documentation they need. Diplomatic functions receiving ministers and Heads of State of Uruguay and expanding ties between Mexico and Uruguay in business. As the Honorary Chancellor of Uruguay based in Jalisco, my duties are the representation of the country and the assistance to compatriots through the accredited issuance of all the official Uruguayan documentation they need. Diplomatic functions receiving ministers and Heads of State of Uruguay and expanding ties between Mexico and Uruguay in business.

Co-Founder, Investment Director

• Aug 2017 - Nov 2019

Annualized yield of 120% since creation. AUM approximately $ 400,000 dollars. Technical and fundamental analysis, construction of financial models, active and intraday trading with multiple platforms, portfolio rebalancing. Annualized yield of 120% since creation. AUM approximately $ 400,000 dollars. Technical and fundamental analysis, construction of financial models, active and intraday trading with multiple platforms, portfolio rebalancing.

Associate Banker UHN

• Aug 2018 - Apr 2019

I support portfolio management for clients with an ultra-high net worth (more than $ 100 million pesos in investments). I monitor the evolution of financial markets and macroeconomic results. Promoted financial products to clients including structured notes and warrants. Monitored the performance and asset allocation of each client/family. Investors relations. I support portfolio management for clients with an ultra-high net worth (more than $ 100 million pesos in investments). I monitor the evolution of financial markets and macroeconomic results. Promoted financial products to clients including structured notes and warrants. Monitored the performance and asset allocation of each client/family. Investors relations.

Financial Analyst

• May 2016 - Aug 2018

Elaboration of FCF for export projects to China, Turkey and Arabia. Contracts with an approx. value of $10 million dollars. Negotiation with investors and deal closing. Deal with development bank and obtention of credits (FOCIR). Construction of financial models, capital structure, sensitivity analysis of macroeconomic variables, strategy and purchase of derivatives and commodities. Wrapped in due diligence, valuation of companies through DCF, M&A. Acquisition in process of company valued at $1,000 million mexican pesos. Show less