Alexander Epstein Email & Phone Number

Miami, Fl, Us

Miami, Fl, Us

Lead the development of strategic partnerships and discussions and identifies new business opportunities for a multifamily office.Actively contributes to the Investment Committee, shaping key investment decisions and strategies. Manages relationship-building initiatives within high-net-worth (HNW) and ultra-high-net-worth (UHNW) networks, driving visibility and engagement. Conducts largescale presentations and events to promote investment opportunities and strengthen the firm’s presence in the marketplace.• Raised approximately $2.5m in new assets under management (AUM) by establishing key relationships with clients.• Led presentations and outreach efforts to over 2k professionals across corporate events, expanding market presence.

Directed corporate development and acquisition strategies for a leading private seafood group with a revenue of USD 3 Billion.Headed the integration of acquired business units across multiple regions, overseeing the operational and financial aspects of post-acquisition management. Drove process improvements and implemented strategies to optimize business performance andprofitability. Conducted full due diligence, ensuring comprehensive operational insights and risk mitigation.

• Increased revenue by 20% through the introduction of new production lines, such as Mahi-Mahi processing and PlantainChips processing, and operational enhancements.• Reduced staff turnover by 30% through the development of employee training and incentive programs, boosting productivity.• Achieved a 25% cost reduction by renegotiating supplier contracts and increasing production volume by 50%.• Transformed business unit revenue from $100k with negative gross margins to $1.5m with positive margins.• Managed the import and export of over 100 seafood 40’ containers annually, enhancing international trade operations.

Lima, Lima, Pe

Oversaw the financial restructuring and strategic financial management of a health-tech company, implementing new processes and optimizing financial reporting. Focused on driving profitability and streamlining operations to improve financial performance. Provided oversight for financial planning, reporting, and capital management initiatives.• Increased EBITDA from 5% to 15%, enabling improved access to capital and strengthening financial positioning.• Facilitated a corporate merger by consolidating ownership and management from seven companies under a single holding structure.• Increased revenue by 15% and improved collection efficiency by 25% through a revamp of invoicing and receivablesmanagement.• Negotiated a rental contract, saving the company $50k in operational costs.

Santiago De Surco, Lima, Pe

Spearheaded business and corporate development initiatives for a multinational seafood group, focusing on new project evaluations and execution. Managed a fishing crew of 25, ensuring efficient onshore and offshore operations. Directed the establishment of strategic ventures and managed high-level negotiations with stakeholders and partners. Oversaw the structuring of financing,procurement, and operational management to support business growth and international market expansion.• Successfully secured $7m in funding from Japanese lenders, optimizing capital resources for strategic projects.• Negotiated and structured the Shareholders’ Agreement (SHA), ensuring full protection for capital investors.• Led the procurement and supervised the conversion of a 24-meter tuna vessel into a lobster catcher, optimizing resource allocation and enhancing operational efficiency.• Consolidated negotiations and represented Cook Islands at SPRFMO meetings to secure fishing permits and establish operational guidelines for high-seas fishing.• Secured commercial contracts worth $10m in lobster sales to key markets in Japan and China, expanding revenue streams.• Evaluated and executed an Exploratory Lobster Fishery on the High Seas through an SPV, Great Southern Fisheries, with the vessel flagged under the Cook Islands.

Santiago De Surco, Lima, Pe

Coordinated financial operations and strategy, including treasury management, working capital optimization, and capital raising for a high-revenue seafood group. Led strategic financial planning, debt structuring, and financial analysis to support business expansion and maximize capital utilization. Controlled the personal finances of a high-net-worth individual (HNW), overseeing investments, debt,and mergers and acquisitions (M&A).• Raised $5m in capital, enabling the procurement of raw materials and contributing to a 20% revenue increase.• Secured $50m in lending facilities from Japanese lenders to finance capital expenditures and working capital needs

Santiago De Surco, Lima, Pe

Managed financial planning and analysis (FP&A) and treasury consolidation for five business units. Played a critical role in capital management and strategic financial decision-making to support ongoing operations and expansion initiatives. Strengthened relationships with banks and private creditors to secure favorable financing terms for business operations. Ensured the company maintained optimal liquidity while supporting growth initiatives.• Structured working capital credit lines totaling $10m through private creditor negotiations.• Minimized potential financial risks, demonstrating expertise in risk mitigation and financial forecasting.

Lima 27, Pe

Supported the execution of structured and syndicated lending for the second-largest bank in Peru. Performed in-depth financial modeling, credit analysis, and risk evaluation for high-value lending facilities. Collaborated with cross-functional teams across Corporate and Investment Banking (CIB) to drive lending transactions and meet client needs.• Structured and executed over $50m in lending facilities, presenting to the risk department, and securing approval for complex financing deals.• Selected for BBVA’s highly competitive Trainee Top Talent Program, which accepted only 2 candidates out of over 200 applicants.• Completed rigorous training in Corporate and Investment Banking at BBVA’s headquarters in Madrid, rotating through various CIB divisions in Peru.

Lima 27, Pe

Rotación durante 1 año a través de todas las áreas de CIB. Entre ellas: Syndicated and Structured Lending, Corporate Finance, Global Clients, Global Markets y Global Internal Networks, entre otras.

Lima, Lima, Pe

In charge of the monetization of an early healthcare start-up