Experience

Convergence Blended Finance

• Canada
• Financial Services
• 1 - 100 Employee

• Senior Advisor - Latin America & Caribbean

  • Oct 2021 - Present

  LAC Region



Banco Union S.A.

• CFO & CIO

  • Aug 2019 - Dec 2020

  La Paz Overall ALM, trade finance, treasury and funding operations.



Planificacion & Gestion Estrategica - PGE

• Managing Partner

  • Mar 2016 - Jul 2019

  La Paz, Bolivia Global multi-family office services. Executable solutions encompassing legal, financial, corporate, commercial and tax issues. Wealth management, investment management, asset protection and overall well-being planning. Mergers & acquisitions, strategic corporate positioning, restructuring & turnarounds.



Brightstar Corp.

• Director, Business Development & Finance

  • Jun 2014 - Feb 2016

  LATAM/US Mergers & acquisitions, financial services provision in diverse markets, strategy framing for Latin America Region and special projects execution. Deal identification and proposals, gathering market intelligence, due diligence visits and distressed assets recovery.



Strategic Latin America Fund

• CEO and Portfolio Manager

  • Feb 2009 - Apr 2014

  Structuring, creation and general management of a SEC Registered Investment Advisory firm and Portfolio Manager of US listed mutual fund. Positioning, growth, profitability of the firm and mutual fund; analyzing markets, companies and gathering intelligence across Latin America; conducting investment due diligence visits; designing and executing: strategic plans, marketing/sales strategies and product strategies. Liaise directly with the broker dealer, RIA, institutional investor, family… Show more Structuring, creation and general management of a SEC Registered Investment Advisory firm and Portfolio Manager of US listed mutual fund. Positioning, growth, profitability of the firm and mutual fund; analyzing markets, companies and gathering intelligence across Latin America; conducting investment due diligence visits; designing and executing: strategic plans, marketing/sales strategies and product strategies. Liaise directly with the broker dealer, RIA, institutional investor, family office and consultant communities to promote the mutual fund and Region; establish strategic alliances across Latin America, develop a strong network within the local investment communities. Execute fixed income and equity strategies for Latin America investing. Frequent international media appearances as an expert on Latin America: Forbes, WSJ, FT, Barron`s, CNBC, Fox Business and CNN Español. Show less



IFC - International Finance Corporation

• United States
• Financial Services
• 700 & Above Employee

• Associate Operations Officer

  • Jan 2006 - Dec 2008

  Structuring, implementation and supervision of advisory services related to promote Access to Finance. All phases of technical assistance project cycle; liaising with government officials, private sector executives and multilateral development organizations; keeping abreast of political events, market trends and economic conditions. Financial leasing and credit bureau legislation, advisory projects for MSME and microfinance.



Sociedad Administradora de Fondos de Inversion Mercantil S.A.

• General Manager and Portfolio Manager

  • Aug 2000 - Aug 2003

  Bolivia General management of a leading investment management company and Portfolio Manager of three mutual funds. Executing and monitoring investments; budget preparation and execution; liaising with clients, investors, securities issuers, pension funds, credit rating agencies and policymakers.



Mercantil Inversiones Bursatiles S.A.

• Manager

  • Aug 1998 - Jul 2000

  General management of a leading financial services and broker. Managing and trading investment portfolios; structuring, underwriting and marketing bond issues.



Banco Mercantil S.A.

• Loan Officer

  • Apr 1996 - Jul 1998

  Direct administration of loan portfolio and liability management for a diverse range of clients, from corporate to MSME. Increasing growth of credit portfolio; managing accounts of multinational corporations; meetings with financially troubled companies; product cross-selling.