Experience

Gobiz Advice

• Costa Rica
• International Trade and Development
• 1 - 100 Employee

• Chief Operations Officer

  • 2018 - Present

  Gobiz Advice is a commercial strategy firm assisting global investment funds and businesses soft-land their capital & products in Mesoamerica. Working together with key participants to compile budgets and business proposals. Monitoring invoices, money handling procedures, accounting, and bank processes. Overseeing the company's operations and project timelines. Planning alongside the CEO in marketing and commercial strategies. Coordinating with associates in the development and execution of new business. Organizing and delegating tasks and objectives to associates and staff members in order to accomplish project goals. Driving the company’s operating capabilities to surpass client satisfaction and retention. Show less



Comercial OPECU S.A.

• San Jose, Costa Rica

• Sales & Operations Manager/Partner

  • 2009 - Present

  Comercial OPECU SA is a company dedicated to the hospitality, culinary, and real estate industry in Costa Rica. In charge of planning and executing marketing and sales strategies alongside the CEO and board of directors. Oversees and leads the sales team. Sets objectives and sales goals for the sales team. Monitors customer satisfaction and feedback in order to implement improvements. Plans and implement better practices and efficient procedures. Plans and executes strategic commercial alliances to increase brand exposure and sales. Increased sales by 105% in the areas of hospitality, restaurant, and social/corporate events. Show less



Red Sea Management

• San Jose, Costa Rica

• Chief Operating Officer

  • 2001 - 2008

  Red Sea Management is an Asset management and wealth preservation consultancy firm. Worked on the establishment of trust and securities licenses in Saint Kitts and Nevis, Saint Lucia, and Belize. Designed and implemented procedures for the customer service and operations department. Opened, hired, and trained the staff in charge of offices in Costa Rica, Belize, Saint Kitts and Nevis. Established and coordinated relationships with associated firms (law firms, accounting firms, financial and banking firms) in Belize, Panama, BVI, Curacao, Saint Kitts and Nevis, Bermuda, United States, Canada, Hong Kong, Jersey, Cyprus, Luxembourg, Switzerland, and Seychelles. Worked alongside wealth managers, attorneys, and tax professionals, on setting plans and strategies for clients' assets. Participated in the company's short, medium, and long-term, strategy setting. Show less



Red Sea Management

• San José, San Jose, Costa Rica

• Executive Assistant To Chief Executive Officer

  • 1999 - 2001

  Red Sea Management is an Asset management and wealth preservation consultancy firm. Researched market trends and assisted in the development of investment plans in collaboration with the wealth manager. Managed relationships with clients on behalf of the wealth manager. Provided support on products and services to the wealth manager and clients. Revised and submitted investment-related documents, including applications and withdrawal forms. Compiled customized investment presentations for potential and existing clients. Analyzed financial statements and market trends, and compiled reports for the wealth manager and clients. Performed day-to-day administrative tasks, responding to client emails and requests. Show less



The Tempest Financial Group PLLC

• Financial Services
• 1 - 100 Employee

• Trader´s desk assistant

  • 1998 - 1999

  Tempest Financial Group is a Private investment firm providing customized wealth solutions and sales trading services. Assisted the head trading department in recording transactions in the company’s accounting system, bought and sold financial products and securities, verified that all required documentation has been submitted to complete a transaction, monitored stock, bonds, and other securities' price fluctuations in order to identify trading opportunities, provided customer service support. Tempest Financial Group is a Private investment firm providing customized wealth solutions and sales trading services. Assisted the head trading department in recording transactions in the company’s accounting system, bought and sold financial products and securities, verified that all required documentation has been submitted to complete a transaction, monitored stock, bonds, and other securities' price fluctuations in order to identify trading opportunities, provided customer service support.