Amilcar Chavarria

Amilcar Chavarria Email and Phone Number

Founder, Fractional CEO @ Fractionally
San Francisco, CA, US
Amilcar Chavarria's Location
San Francisco, California, United States, United States
About Amilcar Chavarria

Experience Summary & Personal Website: https://amilcarchavarria2.weebly.com/💼 Why collaborate with me? Here's a quick snapshot:Entrepreneurial Hat 🎩- Founded 5 companies, achieving 1 successful exit and maintaining an impressive track record with only 1 miss.- Started both Fractionally and FinTech School with less than $500.- Achieved 75% of the MRR for Series A on both ventures, significantly bootstrapped with minimal VC involvement.- Raised a commendable $2.85 million for my own ventures and helped other founders secure over $2 billion in funding.- Managed a diversified investment portfolio worth over $75 million across 10 sectors and 8 nations.- Forged strategic alliances with banks, trust companies, payment processors, and tech giants like Google and IBM.- Dedicated 12 years to full-time entrepreneurship across FinTech, EdTech, and Healthcare industries.Educator, Evangelist & More 📚- Lectured, mentored, and collaborated with top-tier institutions like The Wharton School, MIT, Stanford, Cornell, Columbia Business School, NUS, and Tsinghua University.- Advised and trained major financial organizations, governments, and renowned consulting firms, including the IFC - International Finance Corporation, the government of Bermuda, and Moody's.- Evangelized cutting-edge fintech solutions, enhancing the capabilities of industry leaders like Synapse.- Positioned FinTech School as a leading educator, training over 50,000 individuals from 100 countries and securing partnerships with key financial institutions, regulators, governments, and educational bodies worldwide.Investor 💰- Over a decade of experience as an Angel Investor with investments in startups like Savechain and Carret.- Partnered with leading venture funds, accelerators, and family offices, including BAT VC, Plug and Play Tech Center, and Hackers/Founders.Corporate Leadership 🏢- Demonstrated expertise in portfolio analytics, financial operations, and trading software development at major financial institutions like Goldman Sachs and BlackRock.Dive into the world of fractional expertise with me and tap into a reservoir of experience, knowledge, and innovation. Let's reshape the business landscape, one fractional step at a time. 🌟

Amilcar Chavarria's Current Company Details
Fractionally

Fractionally

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Founder, Fractional CEO
San Francisco, CA, US
Website:
ai.fractionally.co
Employees:
8
Amilcar Chavarria Work Experience Details
  • Fractionally
    Founder, Fractional Ceo
    Fractionally
    San Francisco, Ca, Us
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  • Find Me X
    Co-Founder & Ceo
    Find Me X Jun 2020 - Present
    Find Me X empowers companies to successfully launch, grow, and transform their businesses by providing access to essential tools, people, capital, clients, and partners. Through its talent marketplace, Fractionally, businesses can connect with experienced CXOs (Fractional Executives) and other fractional talent for strategic guidance and support in areas like engineering, product development, marketing, and sales.For businesses aiming for digital transformation, Find Me X offers a "Digital Transformation Package" with Entrepreneurs in Residence (EIRs) to help execute projects with a startup-like approach. This package is ideal for companies seeking to innovate, automate, or create tech versions of their traditional business models.Part-time entrepreneurs looking to build their business from scratch without quitting their jobs can benefit from the "Startup Launch Package." This package utilizes the expertise of CXOs and generative AI models for cost-efficient business building.A key component of the Startup Launch Package is BizGenie by Fractionally, a CXO-assisted service that transforms startup ideas into successful businesses. BizGenie provides expert guidance, GenAI tools, and comprehensive support from pitch to profit, covering areas such as idea validation, prototyping, business model development, go-to-market strategy, pricing, financial modeling, and the creation of marketing materials.Startups can also access flexible business development services, connect with potential investors, build high-performing teams, accelerate revenue, receive mentorship, undergo digital transformations, and develop new revenue streams through Find Me X. By leveraging Fractionally's talent marketplace, startups can effectively navigate growth challenges and scale their operations.
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  • Fractionally
    Co-Founder, Fractional Executive (Cxo)
    Fractionally Sep 2022 - Present
    San Francisco, Ca, Us
    🚀 At Fractionally, we're redefining executive engagement by connecting businesses with top-tier fractional executives across various industries. Launched in 2020 as a Venture Studio known as Proxy CEO, we've grown into a dynamic talent marketplace and strategic accelerator, empowering companies—from startups to major enterprises—with flexible, cost-effective access to experienced leaders.🌟 Our platform boasts a network of over 180 CXOs with deep expertise in domains like FinTech, Blockchain, AI, and Big Data, ensuring that every business challenge meets its match. Fractionally is not just about filling leadership gaps; it's about injecting agility, innovation, and strategic acumen into your operations.💼 Whether you're looking to accelerate growth, navigate complex transformations, or enhance your executive team's capabilities without the overhead of full-time hires, Fractionally offers tailored solutions that fit.🔗 Interested in learning how Fractionally can transform your business trajectory? Let's connect! Reach out to explore how our fractional executives can drive substantial value for your organization.Find out more here: https://www.fractionally.co/
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  • Anzu Llc
    Svp Marketing And Sales
    Anzu Llc Jun 2024 - Present
    Phoenix, Arizona, Us
    Patented Media Capture and Review Technology for Clinical Trials
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  • Molecule Systems
    Fintech Lead
    Molecule Systems May 2024 - Present
    At Molecule Systems, we innovate in energy technology, providing advanced solutions for Virtual Power Plants (VPP) and Energy Management Systems (EMS). Our platform optimizes energy management, enhances grid reliability, and supports sustainability, driving significant market opportunities for OEMs, utility providers, and other stakeholders. Join us in revolutionizing the future of energy.Visit moleculesystems.com
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  • Investopedia
    Financial Review Board
    Investopedia Nov 2021 - Present
    New York, Us
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  • Moody'S Analytics
    Independent Fintech Consultant
    Moody'S Analytics Jun 2016 - Present
    New York, Ny, Us
    * Collaborated with Moody's team to bring new solutions that increased revenue by $5mm+* Developed content in the form of outlines, sales presentations, proposals and training programs* Delivered multi-day training programs in China, Middle East and USA* Worked closely with clients of Moody's to customize training solutions
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  • The Wharton School
    Technology Acceleration Program Leader
    The Wharton School Dec 2021 - Present
    Philadelphia, Pa, Us
    Wharton’s Technology Acceleration Program offers a dynamic introduction to emerging technologies, such as machine learning (ML) and artificial intelligence (AI) and Blockchain to explore their implications for various industries.
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  • The Wharton School
    Fintech Program Leader
    The Wharton School Apr 2021 - Present
    Philadelphia, Pa, Us
    Continuing to fulfill my mission to democratize access to financial services through technology development and education. It's great to be able to give back to my Alma Mater and help The Wharton School and its Continuing Education Programs differentiate themselves in the new world of Finance. My focus is on FinTech, Blockchain and Crypto related courses.
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  • Fintech School
    Fractional Ceo
    Fintech School Apr 2018 - Present
    San Francisco, Ca, Us
    FinTech School was one of the first providers of FinTech, Blockchain, and Crypto online courses. As a Founder and CEO, I've grown this enterprise from idea to revenue and funding. Starting with $325 in '16, we grew to a $25mm+ in valuation in YE 2019. Having survived and flourished throughout the pandemic, FinTech School is scaling its growth worldwide. We've serviced some of the top financial institutions in the world including the International Finance Corporation, Development Bank of Singapore, BlackRock, CalStrs, Standard Chartered Bank, Kuwait Finance House, Huatai Securities, China's Everbright Group, China Southern Asset Management, and many more. We've also worked with top regulators and central banks worldwide such as the Central Banks of Egypt and Jordan; The Hong Kong Monetary Authority and most of China's top regulators (SAC, IAC, AMAC, CFA) as well as two governments (Bermuda and Malaysia).We're equally proud to have partnered with major distributors of our content including Moody's Analytics, IBM, Tata Consulting Services, GO1, and many other online distributors and professional associations. Having trained over 50,000 students online and partnered with top universities worldwide (Wharton, MIT, Cornell, and Columbia to name a few), we're proud to continue to contribute toward the democratization of financial services through technology and education. Join us member club at #blockchainhub >> https://www.linkedin.com/groups/14096771/
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  • Fintech School
    Central Bank Digital Currency (Cbdc) Eir
    Fintech School Nov 2021 - Sep 2022
    San Francisco, Ca, Us
    Working on an exciting project exploring the impact that Central Bank Digital Currency (CBDC) rollouts can have on a large conglomerate and multi-national company.
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  • Fintech School
    Lead Instructor & Co-Founder
    Fintech School Mar 2016 - Apr 2018
    San Francisco, Ca, Us
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  • The Balance
    Financial Review Board
    The Balance Feb 2022 - Present
    New York, Ny, Us
    Master every aspect of your financial life with expert advice and how-to guides on topics ranging from investing and debt management to finding a new job.The Balance is an American website focused on simplifying personal finance topics and news. Headquartered in New York City, The Balance is part of the Dotdash family of websites.The Balance currently reaches 19 million unique viewers in the US each month.
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  • Columbia Business School
    Blockchain Instructor, Program Leader
    Columbia Business School Aug 2022 - Present
    New York, Ny, Us
    Facilitating a course for 75+ executives on Blockchain in Business: Beyond The Hypehttps://execed.business.columbia.edu/programs/bbo?i=a0H3p00000ttem1EAA
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  • Bat Vc
    Venture Partner
    Bat Vc Jan 2023 - Present
    New York, Ny, Us
    Partnering with entrepreneurs to build and scale ventures in FinTech, Healthcare, and Web3.$2.3mm deployed from Fund 1
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  • Conscience Vc
    Venture Partner
    Conscience Vc Jan 2022 - Present
    Austin, Tx, Us
    Conscience is an early-stage fund pioneering the intersection of consumer and science. We invest into pre-seed and seed stage consumer start-ups embracing technical defensibility.
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  • Savechain
    Investor
    Savechain Jan 2023 - Present
    San Francisco, Ca, Us
    Bank Accounts on Web 3
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  • Unchained Music
    Investor
    Unchained Music Mar 2023 - Present
    Denver, Co, Us
    A platform for independent artists to produce and distribute music enabled by Web3.Distribute your music to Spotify, Apple Music, Amazon & 220+ streaming platforms. For Free.Join our community of music producers, artists, indie labels and industry vets, working together to empower independent music >> https://www.unchainedmusic.io/> Distribute to 220+ stores worldwide> Keep 100% of your royalties> Free plan available forever
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  • Carret
    Investor And Ambassador
    Carret Jan 2023 - Present
    Bangalore, Karnataka, In
    Carret is offering access to DeFi products in India and quickly expanding to SEA and MENA.With an exceptional entrepreneurial team (IIT, IIM), and their fixed income products yielding up to 17%, they are well poised to become the "Coinbase" of India.New institutional money managers can now get access to their fixed income products as embed them into their portfolios.The venture is post-revenue and funding.
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  • Proxy Ceo
    Managing Partner
    Proxy Ceo Jun 2020 - Present
    San Francisco, Us
    Proxy CEO - we quit our jobs so you don't have to.We are a Fractional Services For Startups firm that partners with part-time entrepreneurs to get from idea to revenue and funding. Our collective experience includes collaboration with 100+ startups that raised over $2Bn and forged strategic partnerships in six continents. As a Co-Founder, I've helped two grow this enterprise from idea to revenue and funding. We reached $30K in MRR without external funding and helped clients in 10 industries, 8 countries, and build a team of 20 CXOs that operate as a venture studio to help startups and corporate innovation projects off the ground. Web: https://www.proxyceo.com/E-mail: info@proxyceo.com
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  • Onqix
    Head Of Partnerships
    Onqix Jul 2024 - Nov 2024
    Sit Back and Trade >> https://onqix.com/
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  • Chiefsight
    Product Evangelist
    Chiefsight Jun 2024 - Oct 2024
    Boston, Massachusetts, Us
    ChiefSight is a Bain & Company-backed startup that empowers executives with real-time AI insights, reducing wasted meetings and enhancing strategic decision-making efficiency.Contact me for a FREE Demo via amilcar@fractionally.co
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  • Resbex
    Fractional Coo
    Resbex Jan 2024 - Jul 2024
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  • Synapse
    Fractional Fintech Evangelist
    Synapse Mar 2023 - Aug 2023
    San Francisco, California, Us
    Synapse is the largest Banking as a Service platform in the world. https://synapsefi.com/* Over $76Bn in transactions per year* 18 mm end users * Several US Partner Banks to integrate via APIs* Built-in Compliance (KYC, AML, CFT) * 35+ Countries Supported & BankedWhy Synapse?* Speed To Market (weeks, not months)* Deposit & Credit Products (plug and play)* Branded Debit and Credit Cards * US Bank Accounts (checking and savings)* Most Comprehensive BaaS in the market* Largest Platform = Proven Scalability / Reliability
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  • Nursebee
    Fractional Co-Founder & Cxo
    Nursebee Jan 2023 - Jun 2023
    Dallas, Texas, Us
    Medical staff shortages ranked as the #1 concern for healthcare executives in 2021. By 2027, the healthcare industry in the US will be 3mm workers short. Intelycare, Nomad Health, Snap Nurse, and others have validated the need for new products and services with $100mm+ rounds. NurseBee is uniquely leveraging AI and Blockchain to connect facilities and clinicians at scale.Learn more at https://nursebee.com/
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  • 24/7 Medstaff
    Entrepreneur In Residence (Eir)
    24/7 Medstaff Jul 2022 - Jan 2023
    Sacramento, California, Us
    Medical staff shortages ranked as the #1 concern for healthcare executives in 2021. By 2027, the healthcare industry in the US will be 3mm workers short. Intelycare, Nomad Health, Snap Nurse, and others have validated the need for new products and services with $100mm+ rounds. 24/7 MedStaff is uniquely leveraging AI and Blockchain to connect facilities and clinicians at scale.
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  • Solid
    Fractional Fintech Evangelist
    Solid Jan 2022 - Sep 2022
    San Mateo, Ca, Us
    FinTech as a Service (FaaS) and Banking as a Service (BaaS) provider of embeddable finance solutions to major US brands. Solid (previously Wise) raised $80.7mm. Post-Series B. This is my second tour with them and glad to rejoin forces.Helped to build a pipeline of $12mm+ in qualified leads which increased ARR by $1mm+ in 6 months
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  • Cornell University
    Ecornell Course Facilitator (Fintech + Blockchain + Cryptocurrency + Engineering + Mba Courses)
    Cornell University Sep 2019 - Aug 2022
    Ithaca, Ny, Us
    Teaching FinTech, Blockchain, Engineering and Product Management courses through e-Cornell and Cornell University. Courses include:* Fundamentals of Blockchain* Applications of Blockchain Technology* Cryptography Essentials* Cryptocurrencies and Ledgers* FinTech Disruptions* Trends in FinTech * Identifying and Targeting Customer Needs * Value Creation and Profitability* Preparing for Success as a Product Manager* Managing Product Management Teams
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  • Lafiya Telehealth
    Advisor, Strategy & Operations
    Lafiya Telehealth Nov 2020 - Jun 2022
    Lagos Nigeria, Lagos, Ng
    Company DescriptionWe are a telemedicine company that brings healthcare access to everyone, anytime and everywhere.We do that with a HIPAA compliant platform that connects doctors, patients, hospitals, laboratories, pharmacies and insurance providers in one Integrated Telemedicine Ecosystem powered by our mobile app and connected medical devices and telehealth kiosks.Our Rural Telehealth Kiosks empower communities with affordable healthcare access and sustainable employment opportunitiesTeam:* 10 employees total in Texas, USA, Latin America, Middle East and Africa.* Leadership team includes strong backgrounds in technology, healthcare, telecommunications and pharma.Status* App is live on Android and IPhone.* Post-Product. Generating Revenues* $1mm+ raised in fundingKPIs # of MDs- 232 # Countries Represented (MDs and patients) - 46 countries # of Patients - 2,496 # of Pharmacies- 1,335 # of Laboratories- 6 # of appointments - 196 to 200 appointmentMonthly Recurring Revenue - $2K / Month* # of Hospitals- 2 - POC with Lagos Lagoon Hospital (Nigeria) - Pilot with Royal Castle Hospital (Nigeria) * # of HMOs and Insurance Companies-3 - RCore Home (USA) already using teleconnected devices - ProHealth HMO Ltd (Africa)Notable Partnerships* {NDA} -- NGO to fulfill medical missions via Telemedicine* mPharma -- to fulfill and deliver affordable prescriptions* gokada -- to enable delivery of RX* MedPlus -- additional pharmacy coverageAwards* SBC Top 20 Finalist* Google For Startups FinalistLanguages Spoken by MDs -15 languages these include: Afrikaans, Arabic, English, French, Spanish, Portuguese,Swahili, Hausa, Igbo,Yoruba,Urdu,Russian,Hindi, Punjabi and Gujarati
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  • Capital Engine® Powering Online Capital Markets
    Advisor, Business Development
    Capital Engine® Powering Online Capital Markets Oct 2020 - Jun 2022
    New York, New York, Us
    Capital Engine® Powering Online Capital Markets: FinTech company facilitating the creation of efficient and trusted online private capital and alternative investment marketplaces.Status: * ~ $20,000 MRR. Raising $1mm through convertible note. * $1mm+ in revenue. $50k MRR by Q4.Product: Fundraising Software* private label platforms (white label)* strategic partnerships (dealflow, investors or regulatory i.e. broker dealer)* inhouse marketplace (private placements)Team: * The company has an exceptional team (ex Wall St veterans from Goldman Sachs and BlackRock), traction and products to support the entire investment lifecycle for DeFi projects and traditional fundraising ecosystems.Where: * Based in US. Global traction - quickly expanding in US.Traction (past 6 months):* Partnered with £5 Billion UK based pension fund and family office* Partnered with US licensed broker dealer to launch a Reg CF (Regulation Crowdfunding) portal in July* Built a digital asset lifecycle management ecosystem on a distributed ledger / blockchain (DeFi)* Built a digital cap table management system for all types of securities Roadmap:* Partner with MERJ Exchange, an award winning global securities exchange* Launch new regional investment marketplaces in the UK, Australia and South Africa with strategic partners* Accelerate development of our DeFi technology ecosystem among other milestonesHow it Works:  https://capitalengine.io/how-it-worksEmail: bryan@capitalengine.io  Online campaign: http://bit.ly/2O65B8A
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  • Aghaz Investments
    Advisor, Strategy And Operations
    Aghaz Investments Oct 2020 - Jun 2022
    Dallas, Texas, Us
    Advisor to the Founder & CEO on various strategic initiatives for this unique values-based digital wealth management platform. Aghaz Investments, a platform that enables personalized and automated values-based investing for the 1.8 Billion Muslims worldwide and everyone who wants to invest without compromising their values. Sign up here: https://aghazinvest.com/Team:- Experience: Microsoft, BlackRock, Goldman Sachs, PurePoint Financial, UBS, SpaceX, WhartonTraction:- Raised $560k pre-seed in Oct, 2020- 500+ customers- $500k in AUM (6 weeks post launch)Investment round details- Raising $1M by Aug, 2021
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  • Amg Block
    Advisor, Fintech Fund Launch (Latam)
    Amg Block Oct 2020 - Jun 2022
    Mexico City, Mexico City, Mx
    Working with Partners on a new VC fund investing in FinTech and Blockchain companies in Mexico, Argentina, Colombia, Chile and Brazil. Contact us via: https://www.amgblock.com/
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  • Hack Fund
    Fintech Advisor
    Hack Fund Jul 2017 - Jun 2022
    Silicon Valley, Us
    https://hack.hf.cx/" HACK Fund will be a publicly traded Closed-End Fund focused on global frontier tech. HACK Fund is created by the founders of Hackers/Founders (H/F), the world’s largest network of entrepreneurs with over 300,000 members in 49 countries and 142 cities.HACK Fund's target raise is $250M with an IPO target of Q2 2019. Now on their 5th fund, H/F has a track record of 30% annual growth for each of the last 5 years with 7 exits and 2 companies on IPO track within 2 to 3 years.HACK Fund has just signed a partnership with Tomorrow Street, a program by Vodafone procurement and the Government of Luxembourg to help source and invest in 5 to 15 companies a year. Tomorrow Street will help these companies scale to $100M in revenue "
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  • Olycash Inc
    Angel Investor & Advisor
    Olycash Inc May 2021 - May 2022
    Los Angeles, California, Us
    OlyCash: a mobile money solution for unbanked merchants and individualsStatus: ~ $80,000 MRR. Raising $3mm.What:* Merchant and P2P SMS Payments* Works like PayPal but without a bank account* Similar to the WeChat payment experience via QR CodesWho: Founding team has deep expertise in FinTech and cash-based marketsWhere: Live in Uganda. Quickly expanding in Africa.Traction* Going from $220K to $1mm+ in revenue by Q4. $80k MRR* Expected to reach profitability this year* 50,000+ sellers with $800k+ transaction volume* Five new strategic partners to tap into 47mm customersHow it Works: https://olycash.com/howEmail: achavarria@olycash.com
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  • Builderpay - Blockchain For Construction Projects
    Advisor, Go-To-Market Strategy
    Builderpay - Blockchain For Construction Projects May 2021 - May 2022
    Collierville, Tn, Us
    Blockchain enabled solutions for the construction industryMore at: https://builderpay.io/Get in touch, we are looking for strategic partners and early adopters
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  • University Of California, Berkeley
    Guest Lecturer (Fintech + Blockchain Fundamentals, Fintech "How To" Seminars For Banks + Regulators)
    University Of California, Berkeley Mar 2019 - Dec 2021
    Berkeley, Ca, Us
    Key member of a partnership between https://www.fintechschool.com/ and UC Berkeley's FinTech Institute. For Banks, Regulators, Consultants, Central Banks, Asset Managers, E-Learning Marketplaces
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  • Plug And Play Tech Center
    Fintech Mentor
    Plug And Play Tech Center Feb 2019 - Feb 2021
    Sunnyvale, Ca, Us
    Asked to participate in the 2019 Plug and Play FinTech Program
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  • Pacific Bays Capital
    Venture Partner, Fundraising Strategist
    Pacific Bays Capital Sep 2020 - Jan 2021
    Tokyo, Jp
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  • Liquidtokens (Securities + Tokens)
    Tokenization & Securities Expert
    Liquidtokens (Securities + Tokens) Jul 2017 - Jul 2020
    San Francisco, Ca, Us
    We created one of the first compliant platforms for companies to issue securities plus tokens on the Ethereum Blockchain.
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  • Qr Crowd (Fka Fundpaas)
    Chairman Of The Board
    Qr Crowd (Fka Fundpaas) Jul 2015 - Apr 2020
    San Francisco, Ca, Us
    Formerly known as FundPaaS, QR Crowd, is now pivoting to crowdfunding at point of sale using QR codes and Blockchain Technology. We raised $600,000 since inception.Our Prior HistoryOnline Capital Raising Services via Securities & Crowdfunding TechnologyOur financial and compliance technology could power any online investment portal that needs to comply with Reg D, Reg A+ and Reg CF (crowdfunding). Through partnerships and proprietary tech, we've built a one stop shop for anyone doing crowdfunding for equity or debt (P2P,P2B).FundPaaS, a Funding Platform as a Service, helped businesses (real estate firms and merchants) raise capital for expansion projects by turning their customers into investors right on their website. We also tried to turn residents into socially responsible investors for municipalities. This was possible thanks to the JOBS Act and our embedable web plug ins. We are FinTech pioneers of the customer-to-business (C2B) lending space.
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  • Fintech Portfolio
    Founder & Community Builder
    Fintech Portfolio Jun 2014 - Apr 2020
    San Francisco, Ca, Us
    All twelve projects launched generated revenue. Three portfolio companies raised funds. Total Portfolio Value at the height of $25mm.We are a growing cooperative of FinTech Entrepreneurs working together to build FinTech companies by sharing our talents, professional networks, and resources. Rather than taking equity away from our members, we provide a diversified pool of equity across all member companies by working on each other's projects. We are member-owned. Additionally, each portfolio company can be backed by Member Firms, VCs, Angels or Crowd. We'd love to hear from you, if you are a FinTech entrepreneur or looking to join a startup, please apply here: http://www.fintechportfolio.com/Active Portfolio Companies Owned By Community Members:1) FundPaaS Inc -- Crowdfunding Technology (APIs & Web Apps) to power online investing portals. Partners include Google, Vantiv. Funded from FinTech Portfolio members. The best team in crowdfunding in the US. Period. * Pivoted * to "QR Crowd".2) FinTech School & Meet -- The 1st online FinTech School focused on corporate training for Financial Institutions and white-label e-learning solutions for Business Schools offering new FinTech programs. We are post-product and generating revenues with marquee partners like IBM, Moody's, China Telecom. Clients include Wharton School of Business. Executive Speaker Series & Networking Events. Hosted by giants like EY, BlackRock,UPenn, Circle Up, Tradeshift, Google. https://www.fintechschool.com/ (est 3/16). 3) FinTech Associates -- FinTech Engineering On Demand. We brought products to market in the Robo-Advisor, Crowdfunding and Alternative Lending spaces. 2014 - 2018
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  • Wise
    Advisor, Go-To-Market Strategy
    Wise Feb 2019 - Mar 2019
    San Mateo, Ca, Us
    Advisor to the CEO on the launch of this digital bank supported by BBVA. Company raised $17.7mm. Post Series A.
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  • Advisor Software (Asi) (Acquired By Refinitiv)
    Entrepreneur In Residence - Head Of Digital Wealth Management
    Advisor Software (Asi) (Acquired By Refinitiv) Jun 2014 - Jul 2015
    Walnut Creek, Ca, Us
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  • Applepie Capital
    Advisor, Fintech Product
    Applepie Capital Aug 2014 - Dec 2014
    San Francisco, California, Us
    Worked with them as a product advisor as an early stage startup. Post Series B now with over $35mm in funding from Tier 1 VCs.ApplePie's marketplace is a FinTech company that offers qualified investors fixed income investment opportunities in high-quality franchise businesses. We are proud to work with some of America’s favorite franchise brands to develop a fresh new approach to franchise financing.
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  • Finxera
    Vice President & General Manager, Invest Product Group
    Finxera Dec 2013 - Jun 2014
    San Jose, California, Us
    Acquired 2021: https://www.prnewswire.com/news-releases/priority-technology-holdings-inc-to-acquire-finxera-to-create-the-premier-payments-and-banking-as-a-service-platform-301242149.htmlVenture backed (Foundation Capital) FinTech startup in the payments space.MARQUEE CLIENTS: Angel List, FundRise, Rock The Post (OneVest), Calvert Foundation, American Gnuity, StartEngine, Venovate, Apple Pie Capital, OfferBoard, Patch of Land, iFunding, Asset Avenue, Palmetto, Breakaway Funding, Vroom, LendingHome and Megalith Capital.ACCOMPLISHMENTS:- Increased new client relationships by 291% in 6 months going from 23 to 90+ private placement portals. - Developed new markets in addition to crowdfunding portals:• 1st Foundation – Calvert Foundation which white-labeled the platform to other foundations• 1st Hedge Fund (s) – Asset Alliance, Lexstone.• 1st Private Equity Client – Carlton Group listing $1Bn in deals.• 1st Clean Tech Client (s) – Collective Sun, Ecova, Palmetto, Spark Fund.• 1st Investment Bank (s) – LM2Network, Helvetica Group.• 1st P2P / P2B Lending Platform – Daric, Lendoor Strategic Partnerships:• Millennium & Kingdom Trust Partnerships ($15Bn in combined Assets)Channel Partners:• Portal Builders: Community Leader, Launcht, CrowdEngine, CrowdValley• Service Providers: Crowdcheck, Crowdentials, Veritax
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  • Bucksprout
    Ceo & Co-Founder (Roboadvisor)
    Bucksprout Feb 2012 - Feb 2013
    At the time, robo-advisors like Wealthfront (who tried to acquire us) had under $50 in AUM. As of 2021, some of the largest digital wealth managers have over $15Bn in AUM.FinTech startup and one of the earliest Robo-Advisors. Business Legal Name:4StepFinance which owned Bucksprout(TM). Raised Seed Capital. Winner of Snyder Seed Award at Wharton School of Business. LEADERSHIP---------------------------------------• Built impressive team of business & engineering talent - a $2mm per year payroll burning less than $1,000 per month. • Led recruiting, funding and overall company direction & execution. Gained admission and recognition within Wharton's Venture Initiation Program (VIP). Cleared most regulatory hurdles (S65) and Form ADVs to set up Investment Advisory Firm.BUSINESS DEVELOPMENT & MARKETING---------------------------------------• Customer Development: customer discovery and need validation.• Online User Acquisition Strategy (B2C): CRM, SEO, some multi-variate testing, webinars, blogging, email marketing, social media marketing, online PR.• Partnerships (B2B) with data providers, advisors, investors and accelerators.PRODUCT MANAGEMENT---------------------------------------• Developed 1st technology vision and execution strategy for our minimum viable product. Conducted user research and competitive analysis (perceptual maps / conjoint) to compile feature set and phasing strategy. Created specifications, wireframes and prototypes.• User research: usability testing, web analytics (Google, Facebook, Crazyegg).
  • Blackrock
    Director, Portfolio Analytics Group
    Blackrock Sep 2008 - Feb 2012
    New York, Ny, Us
    • Analytics Product Manager overseeing a team of Quants & Portfolio Analysts responsible for Risk, P&L analysis and cross-functional projects for $280Bn in assets among 176 model-based fixed income Hedge Funds, CTFs and ETFs. Aladdin & Calypso expert. • Independent Controller for a $1Bn multi-asset class Hedge Fund.• Hands on Fixed Income expertise in cash and derivative products (ABS,MBS,CDS,IRS, Futures), FX, equity derivatives (TRS, Futures) and alternative assets (R/E, Hedge Funds). Also various broad index ETFs.• US lead to design and build Fixed Income P&L System (PALM) for daily linked returns to support all US model-based fixed income active funds including $Bn hedge funds. Part of BlackRock Solutions Group, the $Bn/Year Financial Technology (FinTech) division of BlackRock.
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  • Blackrock
    Us Head Of Fixed Income Product Control - Vp, Finance Division
    Blackrock Dec 2009 - Dec 2010
    New York, Ny, Us
    Promoted from Credit Derivatives Senior Product Controller, Finance Division [09/08 – 12/09]
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  • Morgan Stanley
    Business Development Associate (Fa), Global Wealth Management
    Morgan Stanley Jul 2007 - Sep 2008
    New York, Ny, Us
    • Put together a business plan and built an investment advisory practice from scratch• Business Development, Relationship Management & Portfolio Management responsibilities for High Net Worth clients totaling $20mm in assets
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  • Goldman Sachs
    Us Program Trading Controller, Finance Division
    Goldman Sachs May 2006 - Jul 2007
    New York, New York, Us
    Controller for a $400mm long and short prop trading equity portfolio.
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  • Merrill Lynch
    Emerging Markets Product Controller - Avp, Finance Division
    Merrill Lynch May 2005 - May 2006
    New York, Ny, Us
    • Transitioned from Tech to Finance• Local Currency Trading, Finance. Product Controller for $300mm Brazilian onshore/offshore markets• Emerging markets finance role working with FX and Fixed Income products for LatAm (Brazil and Mexico) institutional clients.• User lead in Financial Technology projects decomissioning Summit V2.6 and implementing in-house fixed income analytics.
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  • Merrill Lynch
    Liquidity & Risk Management Technology Manager - Avp, Treasury & Credit Risk Systems
    Merrill Lynch Aug 2001 - Mar 2005
    New York, Ny, Us
    Developed Credit Risk, Treasury and Trading Systems expertise through various technical roles ranging from BA/QA, Production Support, Release Management and Project Management. Managed onshore and offshore resources.
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  • Merrill Lynch
    Trainee - Senior Specialist, Technology Leadership Program (Tlp)
    Merrill Lynch May 2001 - Aug 2001
    New York, Ny, Us
    Trained as a Software Engineer specializing in Financial Systems.
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  • Diversified Entrepreneurial Interests
    Founder & Head Of Business Development
    Diversified Entrepreneurial Interests Aug 1999 - Aug 2001
    16 years of various moonlighting and weekend entrepreneurial projects.Marketed and sold real estate, eyewear, water purification equipment and installation services in three different entrepreneurial projects. Managed relationships with clients & vendors in Latin America and US.---------------------------------------Owner, DBA Amilcar Chavarria / Soca Real Estate 12/2003 - 2015Real Estate Venture: value-added sales/rentals • Purchased distressed properties under foreclosure proceedings and in up and coming neighborhoods for renovation, re-sale, rentals or to be used as corporate housing.• Built a portfolio of residential properties in NY, NJ and Washington---------------------------------------Founder, UVX Sunglasses (DBA Amilcar Chavarria) 03/2004 - 04/2005Consumer Retail Products: import/export• Opportunistic investment exporting sunglasses to Central America from Chinese manufacturers. Total Profit of $120k on less than $5k in seed capital.• Marketed products to boutiques, pharmacies, supermarkets and department stores in NYC and Central America.---------------------------------------Founding Member, Emsai de Honduras 08/1999 - 12/2006B2B Retail: water purification systems• Distributorship for Aquathin® - an American trademark.• Company was founded with family members while attending college. Distributorship of equipment and installation services to manufacturing plants, restaurants, medical labs & private households.• Managed relationships with US vendors to negotiate new orders.
  • Merrill Lynch
    Summer Intern - Senior Specialist, Corporate Technology Group
    Merrill Lynch May 2000 - Aug 2000
    New York, Ny, Us
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Amilcar Chavarria Education Details

  • The Wharton School
    The Wharton School
    Entrepreneurship & Innovation
  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Financial Instruments
  • Tulane University
    Tulane University
    Biomedical Engineering
  • Seo (Sponsors For Educational Opportunity)
    Seo (Sponsors For Educational Opportunity)
    Software Engineering
  • Universidad Iberoamericana, Ciudad De México
    Universidad Iberoamericana, Ciudad De México
    Differential Equations
  • Cfa Institute
    Cfa Institute
    Chartered Financial Analyst Program
  • Pope John Paull Ii High School
    Pope John Paull Ii High School
    High School

Frequently Asked Questions about Amilcar Chavarria

What company does Amilcar Chavarria work for?

Amilcar Chavarria works for Fractionally

What is Amilcar Chavarria's role at the current company?

Amilcar Chavarria's current role is Founder, Fractional CEO.

What schools did Amilcar Chavarria attend?

Amilcar Chavarria attended The Wharton School, Nyu Stern School Of Business, Tulane University, Seo (Sponsors For Educational Opportunity), Universidad Iberoamericana, Ciudad De México, Cfa Institute, Pope John Paull Ii High School.

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