A dynamic, results-oriented professional with solid expertise in corporate finance, investment banking, capital structuring, and high-impact project management. I excel through rapid learning, adaptability, and analytical rigor in executing transactions and achieving strategic goals. Committed to excellence, punctuality, and confidentiality, I bring a global, proactive perspective to drive business growth. I have helped more than 50 companies and brands by combining aggressive positioning strategies with investor relations and creative marketing ideas, from audiovisual concepts through the final development of advertising campaigns. I bring experience in financial asset sales, currencies, commodities, stock market indices, customer service, business advising, sales, reporting, and performance coaching, supported by strong analytical, leadership, and technology skills.
Experience
CEO/FOUNDER, VC FINANCIAL ANALYST INVESTOR
NELO GROUPJan 2019 – Present
I organize and manage tasks, priorities, goals, and KPIs across investment banking, venture capital, private equity, corporate finance, transaction advisory, startup fundraising, company valuation, capital structuring, resource allocation, and transaction execution. I use financial, development, productivity, and creative software to support business and investment activities.
REGIONAL DIRECTOR
LIBERTEX / FOREX CLUB | COLOMBIAN SUBSIDIARYSep 2022 – Jan 2023
I worked as a stockbroker, organizing and managing tasks, priorities, goals, and KPIs. I supported sales of assets, currencies, raw materials, and stock market indices, monitored labor indicators, and coached teams toward successful and profitable business models in technology industries.
BUSINESS ADVISOR
KONECTA – BANCOLOMBIAAug 2018 – Jan 2019
I provided customer service, conducted surveys and customer profiling, performed credit studies, and sold credit cards and free investment credits. I scheduled customer activities and monitored compliance with labor indicators.
BUSINESS ADVISOR
TELEPERFORMANCEMar 2018 – Jul 2018
I provided customer service, conducted surveys and reformulated customer needs, managed billing and sales activities, and monitored compliance with performance indicators.
ADMINISTRATIVE ASSISTANT / ISLERO
EDSTERPELLAMANUELAApr 2017 – Nov 2017
I handled customer service, personnel management, inventory control and management, costing, liquidation, income and expense tracking, file generation, and billing.
Education
Bloomberg Essentials
2026 – Present
Client Engagement; Client Service
Bloomberg Essentials
2026 – 2026
Client Engagement; Client Service
Azure, Intune, Nano Server
2020 – 2020
Business Administration Technician
2019 – 2019
Technology in Financial Education
2019 – 2019
Advanced Skill Adobe Suite
2018 – 2018
Skills
Languages
- Spanish
- Native or bilingual proficiency
- English
- Full professional proficiency
- Portuguese
- Professional working proficiency