I will educate you to understand and manage large sums of capital and cash flow through investment finance or corporate finance techniques. My clients include entrepreneurs, attorneys, private bankers, investment managers, working professionals and executives, and high net worth and ultra high net worth private investors. Additionally, I tutor and consult with graduate and undergraduate level students in business or business-related fields. My education specialties include investment financ... [more]
I was born and raised in Latin America (Colombia and Ecuador) receiving bilingual middle school and high school college-prep education. Additionally, I completed summer internships at large corporations in Ecuador: Coca Cola and McCann Ericsson (advertising agency). I moved to the United States to begin undergraduate education in Fort Worth, Texas (Texas Christian University - TCU).
Top master's degree in business (finance and marketing), with heavy emphasis in communication. Experienced GMAT Verbal Tutor/Teacher. Sell side investment research analyst (position includes frequent verbal and written English communication with institutional clientele).
I have approximately eight years of buy side hedge fund management experience in an analyst role. Additionally, I have two years of sell side equity research experience at a middle markets investment bank. I also completed the Chartered Financial Analyst (CFA) designation.
BBA in Finance and MBA; financial and managerial accounting courses taken with "A" grade. Experienced investment financial analyst. Passed all three CFA exams.
I worked as an equity research analyst covering under-followed small-capitalization companies misunderstood by Wall Street with unbiased and often contrarian recommendations at a Los Angeles-headquartered investment bank. Prior to the bank, I executed independent contractor projects by researching the competitive landscape for distinct industries and defining new venture opportunities. Additionally, I secured funding for a startup in the food services industry through two small business incubators, and I compiled and presented business plans and financial projections for a technology startup. My professional career began in 2000 working for three Texas-based hedge fund investment firms as an equity research analyst, trader, and assistant to the Chief Investment Officers at two of the firms.
I have an MBA from Duke University, and I passed the Series 63 exam on January 3, 2015.