Financial Advisor

• Aug 2022 - Present

Financial Advisor

• Oct 2020 - Aug 2022

Wealth Management Specialist

• 2007 - Sep 2020

▪ Independent wealth manager for private investors from Latam and Europe. ▪ Value investing philosophy approach that consists primarily of focusing on great companies/managers, with a long-term perspective and an adequate risk/return trade-off. ▪ Asset allocation oriented to client situation, risk tolerance and needs. ▪ Conducted comprehensive portfolio reviews to monitor projected performance and objectives. ▪ Investments oriented globally to a broad range of asset classes and instruments in different areas like Fixed Income, Equities, Private Equity, Real Estate, Commodities.

Co-Founder / CFO

• Oct 2016 - Apr 2018

Peruvian coworking company focused on renting working spaces across Lima (Peru). Duties: ▪ Creation and development of the concept and brand UBICUA. ▪ Responsible for the financial, operative, administrative and strategic planning of the company. ▪ Elaborated financial models and planning capital needs to launch the first coworking space successfully in Peru. Achievements: - Elaborated a business plan after extensive due diligence of the coworking industry in Latam (Peru, Chile, Argentina, Mexico, Colombia and Panama) and the USA (New York, Miami and Chicago). Visited more than 100+ coworking spaces in total. - Opening of the first coworking center in Lima with a total space of 10,000 sq. ft.

Partner & Director

• 2012 - 2018

Company that operates in the sports industry in Lima (Peru) in different segments: Football agency, organization of sports events, talent formation and recruitment. Duties: ▪ Responsible for international expansion. ▪ Financial analysis of investment opportunities. Achievements: - Consolidation of the company as the leader in the Peruvian market. - Transfer of young football talent to the European market. Company that operates in the sports industry in Lima (Peru) in different segments: Football agency, organization of sports events, talent formation and recruitment. Duties: ▪ Responsible for international expansion. ▪ Financial analysis of investment opportunities. Achievements: - Consolidation of the company as the leader in the Peruvian market. - Transfer of young football talent to the European market.

Managing Partner

• 2012 - 2015

Innovative Peruvian company that operates in the industry mainly producing macroalgae. Also focused on developing projects of social and environmental responsibility to improve artisanal fishermen’s resources and well-being. Duties: ▪ Responsible for major decisions, managing the overall resources and operations of the company. Achievements: - Execution of a project in partnership with the United Nations to repopulate 50 acres of macroalgae and fauna in Bahía Paracas (Peru) - Award for the most eco-efficient company in Peru: “Premio Nacional Ambiental 2014” - Two times winning awards for Research in Science & Technology—FINCyT - Restructure the company’s strategy by focusing on offering consulting services for social and environmental responsibility plans for companies that have a high impact across the Peruvian coast (oil & gas, industrial fishing and others)

Intern

• Aug 2008 - Jan 2009

Research and analyst of investment opportunities and learning how to manage an investment fund Research and analyst of investment opportunities and learning how to manage an investment fund