My education specialties include investment finance, financial management, financial accounting, managerial accounting, GMAT (Graduate Management Admissions Test) preparation, and English/Spanish languages. My students attend universities, such as USC, UCLA, Cornell, Woodbury, Argosy, Pepperdine, Loyola, Cal State, Lutheran, and others. I also train and educate business executives in the field of finance through the firm, Moderation Investments, LLC. Other skills-oriented, career-advancing t... [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.