Executive Director

• Jul 2022 - Present

My goal is to scale our organization and grow the number of Latinx professionals in venture capital, help Latinx venture investors flourish in their careers and network, and increase the dollars flowing to Latinx venture investors. My goal is to scale our organization and grow the number of Latinx professionals in venture capital, help Latinx venture investors flourish in their careers and network, and increase the dollars flowing to Latinx venture investors.

Founder & CEO

• Feb 2022 - Present

Portfolio Manager; Business Operations

• Aug 2019 - Mar 2022

CoS to VC/Analyst

• Aug 2015 - Aug 2019

Director of Research and Operations

• Apr 2013 - Aug 2015

Director of Research and Operations: Report directly to the CEO, responsible for implementing/managing all phases of market research projects; Develop project goals and timetables; Analyze research studies and create coherent presentations to help clients drive strategy and planning; assist CEO in strategic planning, initiating investment strategies and new business development; Manage staff of 12 professionals and consultant teams; Oversee business and operational functions. Selected Contributions: ● Selected, developed and motivated managers and consultant teams towards common goals ● Spearheaded the creation of new internal policies and procedures which allowed the implementation of checks and balances system ensuring compliance with legal and corporate responsibilities ● Effectively established strong working relationships with clients at all levels increasing repeat business by 35+% ● Planned JSK’s first annual investment forum to promote doing business in Sub Saharan Africa Show less

Director of Lending

• 2012 - Mar 2013

Reported to and worked closely with Executive Director. Primary liaison to consortium credit unions and an extensive set of loan referral and technical assistance organizations. Responsible for originating, packaging and underwriting loans, assisting with loan closings, and developing marketing strategies and materials. Selected Contributions: ● Launched MWBE Certification campaign that provided technical assistance to prospective applicants ● Implemented marketing program promoting common brand for credit unions aimed at increasing volume of business loans ● Promoted program through panel presentations and networking events ● Devised a social media campaign to promote recently launched online business directory Show less

Loan Consultant | Risk Analyst

• Jun 2009 - May 2012

Territory: Bronx, NY – 75% Spanish Speaking [Only] Clients; Charged with originating and closing loans in the Bronx Economic Zone; Reported to the VP of Lending, responsible for auditing financial statements and doing site visits to gain accurate view of client’s financial status and willingness to pay back in order to maximize clients’ satisfaction while minimizing AUSA’s exposure to credit risk. Also responsible for working with clients on a one on one basis delivering technical assistance in areas such as record keeping, cash flow management and credit management. Selected Contributions: ● Met 100% of goal the first month into the job; Met double the goal twice ● Originated and maintained a $500K loan portfolio with a default rate of 0% ● In conjunction with management and Senior Underwriter, created SBA loan products and served as the SBA’s point of contact Show less

Center Manager

• May 2005 - May 2008

Facilitated entrepreneur peer meetings; secured facilities for training sessions and provided materials for each training session; Ensured training was conducted in accordance with curriculum and training guidelines; updated training and materials as needed. Reviewed members’ loan packages for completeness and accuracy; served as liaison and coordinated meetings between group, center and loan committee. Led financial literacy trainings and assisted entrepreneurs in applying for, opening and budgeting for Individual Development Accounts. Selected Contributions: ● Increased number of loan applications approved for entire organization by 400% going from 3 in ‘05 to 14 in ‘06 ● Created Member Activity report and Economic Impact report which became equally vital tools in preparing grant proposals ● ‘06-‘07 co-managed 4 Centers, trained 217+ participants and ended ‘06 with 66 active members versus 7 active members in ‘05 ● Featured in The Cultural Connect Online Magazine – http://www.theculturalconnect.com/magazines/latin/2007-03-07/nonprofit Show less