Education: Degree in MBA Finance and Banking, Dowling College, Oakdale, NY. Bachelor of Engineering in Mechanical Engineering, State University of New York at Stony Brook, NY.
Specialization: Financial Sector in different areas: Multilateral Bank, Multinational Corporation, Private Sector, Oil and Gas, Construction, Investment Banking, Project Development and Entrepreneurship in different specialties such as: Project Financial Structuring, Project Finance, Corporate Finance, Treasury Management, Financial Markets, Bond Structuring, Investment Banking and Financial Advisory, Merger and Acquisitions, Valuation, Budget, Process Development and Implementation. Experience of 8+ in entrepreneurship, business development and start-ups, Project Development and Complex Contract Negotiations. Experience in large corporations. Specialty in Development, Valuation and Acquisition of large infrastructure Projects with special emphasis in the energy sector.
INVX GLOBAL PARTNERS, LLC, Miami, Florida, Managing Director and Senior Partner – Incorporated Investment Banking Boutique based in Miami, Florida.
FILE SERVER (Document Storage and Management) – Partner and Director
Founded and Partner of company focused providing third party services solutions for Document Storage and Management. INVX SRL, Senior Associate Partner – Lead Financial and Development Advisor – Started company to promote the Development, M&A and Financial Advisory for Projects in large Projects in Bolivia. FONPLATA: Treasury Manager (Multilateral Bank with country members: Argentina, Bolivia, Brazil, Paraguay and Uruguay). TRANSREDES /GTB (midstream gas and liquid transportation) Financial Advisor and Consultant, Managed Loan Contracts for GTB (Shell-Ex Enron). Structured and closed finance for TRANSREDES for USD $220 million with CAF y IDB as senior lenders. Structured, negotiated and closed Mezzanine finance to replace Senior Financing with FMO, DARBY, TCW as Lenders among others for an amount of USD $90 million. CONSERVAS CALIFORNIA HOLDING, Board Member of “Conservas California” and CFO of the holding which includes the following companies: “Conservas California”, “Lechesan”, “Incolacteos”, “Erwis”, “Lacon”, “Vallenata”, “Franquicias Iserra” y “Acciones de Colombia”. In charge of the Financial Valuation and advisory to sell a 33% stake of the Holding in “Banco Anglo Colombiano” to Lloyds Bank TBS. Director of the administrative committee, in charge of holding’s restructuring and re-engineering process. In charge of the analyzing financial standing and evaluation of the holding; including the evaluation of future Project Investment. JJR ASSOCIATES, Project Manager) Project Manager for housing development and construction of custom made housed and offices. In charge of budget development and control for the Projects.