Member Board of Directors

• Jan 2023 - Present

Investment Manager

• Aug 2021 - Present

Leads Due Diligence process for investments in private and public markets. Leads the design, implementation and execution of a Pre-Seed and Seed Fund (Caricaco VC). Develops policies and processes to manage the portfolio. Overseas the portafolio across all asset types. Leads Due Diligence process for investments in private and public markets. Leads the design, implementation and execution of a Pre-Seed and Seed Fund (Caricaco VC). Develops policies and processes to manage the portfolio. Overseas the portafolio across all asset types.

Board Member

• Dec 2020 - Aug 2021

Equity Investement Officer

• Sep 2019 - Aug 2021

Lead Private Equity Investment Process. Serve as Board Member in and Shareholder Representative in portfolio companies. Collaborate in the management of a private equity portfolio of more than USD 30 million in fair market value.Provides support in enhancement of internal processes (FMV valuation, Digital Partners Portal)

Equity Investment Analyst

• Jun 2016 - Aug 2019

Conducted financial modeling and valuation of potential new investments (Investment Memorandum).Coordinated legal closing of new investments.Served as shareholder representative of financial institutions.Member of the credit committee of an investee.

Consultant Senior

• Jan 2015 - Dec 2020

Developed a model for assessing price revaluation by inflation or exchange rate effects. This model is currently a separate business unit of the company. Conducted financial valuation for local SMEs. The valuation was used by the companies for attracting new equity investments (Series A) or incentives programs with the management. Structured and implemented a new finance monitoring business unit. Developed a model for assessing price revaluation by inflation or exchange rate effects. This model is currently a separate business unit of the company. Conducted financial valuation for local SMEs. The valuation was used by the companies for attracting new equity investments (Series A) or incentives programs with the management. Structured and implemented a new finance monitoring business unit.

External Consultant

• Mar 2016 - May 2016

Developed an assessment of two companies of the business group and identify key investment drivers and risks, considering economic trends and performance perspectives. Performed a profitability evaluation of one of the main raw materials for the corporation by applying DuPont Analysis and portfolio optimization theory. Presented the results to the Board of Directors and brought them suggestions that would return approximately $9 million dollars to the corporation. Developed an assessment of two companies of the business group and identify key investment drivers and risks, considering economic trends and performance perspectives. Performed a profitability evaluation of one of the main raw materials for the corporation by applying DuPont Analysis and portfolio optimization theory. Presented the results to the Board of Directors and brought them suggestions that would return approximately $9 million dollars to the corporation.

Intern

• Jun 2015 - Jul 2015

Analyzed the characteristics and functions of the Finance and Strategy departments. Provided a report for the Chief Executive Officer and for the managers of the corresponding departments. Suggested operational improvements for each of those specific areas in order to increase the effectiveness of the strategic decision making processes. Analyzed the characteristics and functions of the Finance and Strategy departments. Provided a report for the Chief Executive Officer and for the managers of the corresponding departments. Suggested operational improvements for each of those specific areas in order to increase the effectiveness of the strategic decision making processes.

Research Executive

• Feb 2012 - Jul 2014

Research Executive (2013 – 2014) / Research Officer (2012-2013) Designed and elaborated econometric studies of the medical devices sector to define the promotion strategy. Standardized cost models that allowed companies to forecast the benefits of settling in Costa Rica. The model reduced the delivery time form one week to two days. Led research on human resources needs of multinational companies Research Executive (2013 – 2014) / Research Officer (2012-2013) Designed and elaborated econometric studies of the medical devices sector to define the promotion strategy. Standardized cost models that allowed companies to forecast the benefits of settling in Costa Rica. The model reduced the delivery time form one week to two days. Led research on human resources needs of multinational companies