The University of Chicago Booth School of Business

The University of Texas at El Paso

Investment Specialist Associate at JPMorgan Chase & Co.

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”).   Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). 

INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE 

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J.P. Morgan Private Bank

Vice President, Banker

Senior Associate, Investment Specialist 

Commonwealth Health Advisors is an accelerator for healthcare technology and services businesses in the highly transformative, opportunity-rich healthcare market.

Commonwealth Health Advisors

Consultant - Healthcare

NextGen Growth Partners is a growth-stage private equity firm that partners with the best and brightest entrepreneurs to acquire, operate, and grow middle-market businesses across a variety of industries.
•	Conduct industry research to identify attractive industries based on investment criteria and develop detailed investment theses.
•	Conduct due diligence on prospective investment, including analysis of business revenues and customers.

NextGen Growth Partners

Private Equity Fall Associate

The Gates Foundation Financial Services for the Poor (FSP) program supports government and private-sector partners in an effort to establish financial services for the world's poorest to use to build more prosperous and secure lives for themselves, their families, and their communities.
Measurement & Evaluation: 
•	Developed a scorecard to track progress towards financial inclusion in FSP’s eight focus countries.
•	Understood the strategic objective, led a highly consultative and iterative process to first develop a long list of indicators and then prioritize to a short list. 
•	Worked independently while also developing rapport across the team and communicated effectively about results.

Bill & Melinda Gates Foundation

Strategy Associate - Financial Services for the Poor

BNP Paribas S.A. is a French international banking group. It is the world's 8th largest bank by total assets, and currently operates with a presence in 72 countries.
•	Participated in 7 trading desk audits; communicated with teams across the organizational value chain to obtain buy-in on 11 findings and 15 recommendations to ensure compliance with regulations and internal controls

BNP Paribas

Assistant Vice President - Capital Markets Audit

CLS is a specialist US financial institution that provides settlement services to its members in the foreign exchange market (FX).
•	Provided risk oversight for the daily $5.1T FX settlement process across 18 major currencies for 64 top global banks

CLS Group.

Vice President Risk Management

•	Performed valuation analysis on loan and investment opportunities
•	Coordinated new joint venture initiative in Juarez, Mexico; worked closely with the CEO, lawyers, and investment partners in negotiation of articles of incorporation and shareholder agreement
•	Developed the Accounts Receivable Factoring business client pipeline in Juarez, Mexico

HIGH DESERT CAPITAL, LLC

Business Development Associate

Citigroup Inc. is a diversified financial services holding company that provides a broad range of financial services to consumer and corporate customers. The Company services include investment banking, retail brokerage, corporate banking, and cash management products and services. Citigroup serves customers globally.
•	Joined 3 U.S. Rates product control teams as needs arose to take on increased responsibility and high-impact projects within the Index Exotics, Vanilla Swaps, and Multi-Asset Trading teams ahead of program rotation
•	Reengineered the multi-asset team’s daily P&L attribution analysis to comply with Financial Services Authority standards resulting in reduced regulatory capital requirements; analysis became the department standard

Jose Guerra, CFA