About Me

EDUCATION
Yale School of Management. Online
Jun 2022 – Jun 2023
CIMA. Certified Investment Management Analyst program.

UAB. Universidad Autónoma de Barcelona. Spain
Nov 2009 – Nov 2010
Master´s degree. Finance

ITESM. Tecnológico de Monterrey. Campus Monterrey, México.
Jun 2002 – Jun 2007
Bachelor´s degree. Financial Management (scholarship)

Other relevant courses:

Trainning The Street. NYC. Financial modeling, comparables analysis, merger consequences analysis, and leveraged buyout analysis.

Santander Bank Academy. Online. Introduction to Phyton programming.

EXPERIENCE
Senior Investment Strategist                                                                                                                                                                    Nov 2019 – Present

Crosswell Advisors, LLC. USA (remote) | Grupo Valoran. USA (remote)

Crosswell is a US $70 M AUM’s Registered Investment Advisory Firm where I support Financial Advisors with strategy guidance, market research, product analysis and new investment proposals, helping to strengthen and grow relations with existing clients and close new business. I’m responsible of all trade executions across public markets. I implemented our 1st time proprietary model portfolios for UHNC and I’m the point person with 3rd parties.

At Valoran, I’m part of the US Family Office. My function is to identify shareholders financial needs, analize economic trends and give solutions through investment ideas. Subsequently, I’ve helped to set up an investment portfolio across private markets with a current value of US $85 M. Adittionally, I consolidate other personal investments for all family members and simplify complex investment ideas for a better understanding of the BOD.

Chief Financial Officer                                                                                                                                                                           Jan 2017 – Nov 2019

Ranman Energy (Grupo Valoran). Mexico

I helped to establish a newly formed company inside the Mexican energy sector; the approximate value of all its projects amounted to US $500 M. As a head of Administration and Finance, I handled each project’s optimal capital structure, the research of different ways to finance the CAPEX as well as the development for each financial budget, expected cash-flows and required rates of return. Other areas were: treasury, accounting, HR and compliance. Achievements: a fully operational off-grid project, enhanced experience in team leadership, financial modeling and executive reporting.

Mutual Fund and ETF Strategist | Product Analyst                                                                                                                        Jan 2014 – Jan 2017

VectorGlobal Wealth Management Group. USA

At VectorGlobal, a Broker Dealer with presence across the US and LATAM, I contributed to increase its AUM’s from US $1.4 B to US $2 B. My functions included a systematic approach to execute all the mutual fund trades with approx. value of US $450 M, the research, and the selection of the best ideas to suit our proprietary model portfolios. I was an investment committee member. Main tools I used: Bloomberg, Morningstar and Msft office. As an analyst, I gave support to the salesforce across 10 countries and 90 FAs, made market-related conference calls covering different investment product lineups and current fundamental/technical drivers. I earned the Series 7 & 63, the leading regulatory licenses by the US Financial Authority.

Financial Controller                                                                                                                                                                             Jan 2012 – Jan 2014

Draexlmaier Automotive of America. Mexico

Responsible of the design, implementation and oversight of a US $53 M financial budget inside an industrial company with four plants across LATAM and 1K+ employees. I also ensured the accuracy and reliability of financial data, managed internal controls and prepared financial reports. Achievements: I met each budget expectation and improved my knowledge in big data analysis, FP&A and effective communication across several areas.

Sarbanes Oxley Consultant                                                                                                                                                                             May 2010 – Jan 2012

GE Capital Bank. Spain

During my master’s degree, I collaborated with a multinational bank in the implementation of legal compliance for American listed companies. I identified, evaluated and documented risks and controls in areas like risk management and FP&A. Achievements: I helped the bank to successfully complete this 1st time requirement and maintained it for 2 straight years; I also won experience with internal audit through a multicultural enviroment.

Investment Strategist | Mutual Fund Analyst                                                                                                                                Aug 2007 – Nov 2009

Vector Casa de Bolsa. Mexico

I had a portfolio management role inside one of the principal Brokerage firms in Mexico where I created automated reports that supported the director with analytical information, helping the firm to increase the number of clients and the assets under management. I become an accredited Financial Advisor. As a fund analyst, I participated within the investment committee and oversaw all proprietary mutual funds. I was the creator and lead author in the mutual fund white paper which was published across more than 16 company offices and in a tier 1 nationwide financial Mexican newspaper.