Senior financial advisor, investment banker, and board member with over 20 years of demonstrated expertise leading high-profile investing activities for top firms including Morgan Stanley, UBS Investment Bank, Credit Suisse and most recently Deutsche Bank. Recognized throughout career for exceptional business development and deal negotiation skills, combined with bilingual language skills (English, Spanish) and a comprehensive knowledge of investment opportunities in Mexico, Latin America, and other global markets. Served on the board of three public companies: Ideal (Infrastructure, representing CPPIB and OTPP); OMA (airports); and Sura (pension fund), and several private companies. Areas of expertise include:• Investment Banking, Venture Capital & Private Equity• Institutional Investing / Pension Fund Administration • Private Banking & Financial Advisory Services• Ultra-High-Net-Worth (UHNW) Clients & Family Office Support• General Management & New Market Expansion• Financial Analysis, Valuation & Merger/Acquisition Suppot• Team Hiring, Mentoring, Development & Leadership• Corporate Governance & Board ParticipationEducational credentials include an MBA from Harvard Business School, combined with a BA in Law and early-career experience serving as a corporate law associate focused on supporting high-dollar business transactions and contracts. Investment background to date spans deals/transactions in multiple industries including Energy, Utilities, Telecommunications, Healthcare, Infrastructure, Media, Financial Services, Banking, and Real Estate.