Experience

FirstPathway Partners
• United States
• Financial Services
• 1 - 100 Employee
• Vice President of Global Business Development

  • Jan 2023 - Present

Thrive FP
• United States
• Real Estate
• 1 - 100 Employee
• Senior Vice President of Investor Relations

  • Jul 2021 - Dec 2022

S2 Capital, LLC
• United States
• Senior Vice President of Investor Relations

  • Jul 2020 - Jun 2021


Civitas Capital Group

• United States
• Investment Management
• 1 - 100 Employee

• Director - Investor Relations

  • Feb 2018 - Feb 2020

• Vice President of Investor Relations

  • Jan 2017 - Feb 2020

• Vice President Emerging Markets

  • Jan 2013 - Feb 2020

  Asia, Africa, Europe, LatAm

• Senior Investor Relations Associate

  • Mar 2015 - Jan 2016

• Investor Relations Associate

  • Jan 2013 - Jan 2016

  Investor Relations



Port of Brownsville

• United States
• International Trade and Development
• 1 - 100 Employee

• Public Information Officer/Communications Director

  • 2010 - 2012

  • Directly report to CEO. Responsible for obtaining and analyzing financial data/operational data from segment managers for internal and external reports, constructed presentations for senior management and Board of Directors based on information deemed crucial to the profitability of the Port of Brownsville. Additionally, differentiated between private and public information for distribution to the public at large. • Responsible for developing marketing plan and strategy for Port of Brownsville economic development by conducting industry research and leveraging relationships critical to economic growth, job creation, and profitability. • Conducted external and internal communication by writing speeches for both public elected officials on Board of Directors and CEO. Additionally, wrote press releases (English/Spanish) for the Port of Brownsville and was consistently interviewed by the national, international, and local media (television, radio, and print) in matters relating to Port business. In addition, developed social media procedures for the Port of Brownsville. • Conducted research and evaluation of industry and head to head competitors by using industry resources and meetings with elected officials and was assigned special projects (project manager) to carry out strategic vision. • Conducted external communication to industry by writing and developing industry newsletter that is sent out to over 1,000 readers. • Represented the Port of Brownsville and CEO at board meetings with city governments, publicly elected officials, and private industry. Show less



Republic Group

• Hungary
• Advertising Services
• 1 - 100 Employee

• Financial Analyst

  • 2007 - 2008

  • Obtained and analyzed financial data from segment managers for internal and external reports and constructed presentations for senior management and Board of Directors based on information deemed crucial to the profitability of Republic Group. • Conducted M&A research by performing regression analyses, comparing ROE & price to book utilizing Excel and Data Analysis tools. Calculated CAGR for key company growth areas in preparation for acquisition of potential targets. • Conducted research and evaluation of industry and M&A deals by using SNL and internet reference for comparative purposes. • Performed valuation of company and peer companies by application of regression analyses. • Researched peer company financial status by using SNL financial tables and understanding key financial ratios. Show less



Southwest Corporate FCU

• Banking
• 1 - 100 Employee

• Analyst

  • 2006 - 2007

  • Performed underwriting and maintenance of loans and lines of credit for SCFCU. • Dealt with underwritten loans in excess of $70M. • Performed financial analyses of Credit Union members including: analyses of Income Statement, Balance Sheet, and financial ratios. • Performed underwriting and maintenance of loans and lines of credit for SCFCU. • Dealt with underwritten loans in excess of $70M. • Performed financial analyses of Credit Union members including: analyses of Income Statement, Balance Sheet, and financial ratios.



Zurich North America

• United States
• Insurance
• 700 & Above Employee

• Underwriter

  • Jun 2003 - Aug 2006

  Zurich NA, Dallas, TX 2003-2006 Underwriter/Marketing Track • Priced and assessed financial condition of commercial construction risk for casualty business lines. • Expanded and managed a book of business of over $150M with $10M in written premiums by developing key relationships with Zurich partner brokers. • Increased newly written premiums by over 100% resulting in being recognized as the leading producer. • Responsible for Roll-Out of new risk evaluation tools for South Central Region. • Initiated key meetings w/ brokers and agents critical to growing and retaining business. • Led development of broker pre-qualification tool to increase profitable business. Show less