California State University, Monterey Bay

Hartnell College

LATAM Head of Sales - Alternative Investment Analyst

Mexico City, Mexico

- Own and hit/exceed monthly sales targets ($500,000 USD) within assigned LATAM territory with (5 Sales Managers & 10 BD Managers).	Developed strategic sales hybrid business model between (Sales Desk and Business Developer Managers) to expand customers base by maintaining strong, long-lasting customer relationships.	Effectively communicate the value proposition through proposals and presentations, as well as develop webinars, trading seminars and presentations over fundamental and technical analysis for risk management to give sound of investment.	Through strategies well developed, created Sr. Level relationship with key players (IBs, MM, Academies, among others).	Reported on forces that shift tactical budgets and strategic direction of accounts.

Arum Trade

- Built business plan for venture capital - seed stage to raise $20 million USD for the construction of the first agro-industrial complex in Mexico to develop CBD oil extracts.	Managed a team (7 associates) for the prospection of new investors (retail / institutional) to raise investments average ticket for $100,000 USD.	Built company valuation model through DCF, Capital Structure, P&L, Debt Model, & Balance Sheet methodologies to project NPV & future Cash Flows (5-year outlook).

Sabina Mexicanna

Sr. Sales Director  -  Equity Research Analyst

A side business project from PS Investments involved into Real Estate (Residential, Condominium, and Tourism).	Developed sales strategies with a focus on real estate over B2B clients over investment projects for residential, condominium / hotel portfolio located in Acapulco, Gro. Mexico.	Built Sr. level relationship with top 10 Real Estate Trusts (FIBRAs) to secure new investment opportunities. 	Researched real estate industry practices, consulted with industry advisors (Deloitte Co., PwC) to develop private equity fund focused on real estate / tourism market, & developed methodology to potentially reduce future expenses.	Develop a WACC valuation model to forecast all available lots through appreciation, rental income & / or a combination of both.

Brisas Marques Punta Bruja

Executive VP of Sales  - Equity Research Analyst

- Responsible for the prospection & follow-up (maintain) of new / existing clients with a minimum investment to $10,000 USD, average growth of clients from 16% to 57% in a 4–year period.	Developed risk analysis to assign personalized investment portfolios.	Built & provided account status, financial statements.	Developed valuation models using fundamental methods such as Value Investing, DCF, NOPAT, CAPEX, WACC, EV, TM, & other methodologies such as Quantitative / Qualitative analysis, Regressions / Projections, among others to develop investment thesis.	Ensure an annual average yield margin between 8% & 14% in the management & trading of portfolios with QoQ positions, with Value Investing strategy thesis (35% Fixed Income, 35%Equities, 10% FX, 10% Commodities, 5% Derivatives, & 5% Alternative Investments).	Managed sales & valuation analysis department (3 associates), as well as met the investment monthly in deposits.

PS Investments

Sr. Investment Associate - Equity Research Analyst

- Managed a sales team (5 associates), as well as met the QoQ minimum investment objectives required for mass market deposits.	Manage investment portfolios of retail clients under the figure Percentage Allocation Management Module (PAMM).	Developed technical analysis models such as Fibonacci Reversals, Pivot Points, Bollinger Bands, Standard Deviations, among others.	Designed training programs on fundamental & technical analysis to secure trading positions in platforms such as MT4, MT5, & for mass market & institutional investors.	Achieved recognition as one of top 10 sales manager in the institution.

Alpari (UK) Ltd

Sr. Account Manager  -  Alternative Investment Analyst

- Attended front-office in the preparation, scheduling & development of meetings, & paperwork for new & existing negotiations. 	Participate in the process of auditing assets over corporations’ loans & credits to be granted by the institution.	Develop communication channels with the financing department (real estate agents & corporate lawyers) to analyze legal documentation & ensure compliance with the terms & conditions of the agreement.

Bank of America

Financial Associate

- Managed a crew of 4 service technicians, providing repair & maintenance services for most worldwide brands and models. Hired, scheduled, evaluated, & terminated personnel as necessary. Instituted a mentorship program & formal training classes for new hires, oversaw all repairs, performing the most complex repairs personally. Triggered consistent YoY sales volumes and growth, exceeding $300K dollar/year in sales. Continuous customer satisfaction surveys & the use of data to reward achievers & explore opportunities for higher quality service. Maintained a customer comeback rate of 4% – no repeat visits for the same mechanical problem – during entire tenure. Implemented computerized diagnostic tools to verify initial problem determination. Exceptional following & attendance at seminars, & annual certifications bouquet by ATRA2005 - Company still operating

Israel Vite Damaso