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Roberto Lozano
International Tax Partner at Deloitte
Professional Background
Roberto Lozano is a distinguished finance professional with extensive experience in international taxation. With a career that spans over several key roles at Deloitte, one of the world's leading professional services firms, Roberto has demonstrated exceptional expertise in navigating the complex landscape of international tax regulations and compliance. His journey in the finance industry has not only allowed him to hone his skills but also positioned him as an authoritative figure in tax strategy and consulting.
As an International Tax Partner at Deloitte, Roberto plays a pivotal role in leading cross-border tax planning strategies and advising multinational corporations on how to optimize their international tax positions while ensuring compliance with local regulations. His ability to manage intricate tax matters and deliver tailored solutions has earned him the trust and respect of clients and colleagues alike.
Prior to his current position, Roberto served as the Senior Manager of International Tax at Deloitte, where he oversaw the development of tax strategies for a diverse portfolio of clients. His adept understanding of tax laws and his strategic foresight enabled businesses to make informed decisions that significantly impacted their financial health. Throughout his career, Roberto has consistently demonstrated a commitment to professional excellence, going above and beyond to provide valuable insights and strategies that align with his clients' objectives.
Education and Achievements
Roberto's educational journey has laid a strong foundation for his professional success. He holds a Master’s degree in Finance from EGADE Business School, renowned for its rigorous academic curriculum and dynamic learning environment. This advanced degree has equipped him with deep insights into financial theories and practices that are crucial for navigating the complexities of modern finance and tax systems.
Before earning his Master’s, Roberto studied Finance at The University of Texas at Austin - Red McCombs School of Business, a prestigious institution recognized for its comprehensive business programs. His time at Red McCombs afforded him the opportunity to engage with industry leaders and gain practical knowledge that he applies in his professional endeavors. Roberto also obtained a certification in Accounting and Finance from Tecnológico de Monterrey, which further enhances his expertise in financial analysis and decision-making.
Roberto's educational background not only underpins his extensive knowledge in finance but also reflects his dedication to continuous learning and professional development. He is passionate about staying current with industry trends and regulatory changes, which enables him to provide up-to-date advice to his clients.
Notable Achievements
Throughout his career at Deloitte, Roberto has contributed to numerous high-profile projects that have had a significant impact on both his clients and the wider business community. As an International Tax Partner, he has led initiatives that have successfully streamlined tax processes for multinational enterprises, resulting in optimized tax efficiency and improved fiscal outcomes. His strategic guidance has assisted companies in identifying potential tax savings opportunities, reducing risks, and enhancing compliance with both domestic and international tax laws.
Under his leadership, Deloitte has seen growth in its international tax practice, fueled by Roberto’s innovative approaches and unwavering commitment to client success. His contributions have not gone unnoticed, and he is frequently sought after for his expertise, presenting at industry conferences and contributing to thought leadership pieces that address current challenges in international taxation.
Roberto’s commitment to excellence and integrity in his work has established him as a well-respected leader within Deloitte and the finance community at large. He is recognized not only for his technical skills but also for his ability to foster collaborative relationships with clients, colleagues, and industry stakeholders, ensuring that everyone involved in a tax strategy is informed and aligned toward common goals.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
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Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.