Fernán López León Email and Phone Number
I consider myself a professional specialized in the area of banking, capital markets and financing mechanisms for sustainable projects, graduated with honors from the University of Costa Rica, with extensive experience and a consolidated track record. I have been involved in the design, structuring, analysis and fundraising, on both public and private markets, for the development of various investment projects. I have extensive knowledge and experience in strategic management functions, project management with agile methodologies, customer-centric key processes, human resource management and development. I have the ability to lead organizational change processes, responsible, proactive, analytical, with the ability to work under pressure, lead teams and projects Scrum approach of wide scope and complexity. With extensive knowledge of good organization governance practices, integrity and impeccable professional ethics.Transferable Experience/Skills:• Strategic planning • Transformation strategy • Business innovation • Customer experience • Culture and commitment of employees • Agile methodologies for project management • International balanced investment portfolio manager • Financial risk management • Company valuation • Preparation of financial models • Comprehensive marketing communication plan • Strategic alliances • Organizational excellence.
-
Treasury Cash Management / M&A Treasury LeadIntel Corporation Jan 2024 - PresentCosta RicaDaily liquidity management of Intel Corporation headquarters in the US and its subsidiaries in LATAM and Europe and lead M&A deals from Treasury perspective. Main achievements:• Meet financing needs through Money Market Funds and FX, leading Intel Corp.'s Global Cash Forecast and point of contact for internal clients and banking partners to ensure the best service and prices available.• Responsible for M&A Treasury transactions multi-billion transactions in 2024, together with the global Tax and Legal team. • Responsible for managing liquidity and coordinate Intel's investment team while maintaining compliance with investment policies (for MMF investments). • Coordinate the processing and settlement of the company's critical payments, managing reputational risks by paying under agreed conditions: debt obligations (commercial paper and bonds) in the portfolio, payment of dividends, salaries, accounts payable and taxes. • Responsible for maintaining compliance with Master Loan Term Agreement (Master Terms) for Intercompany Loan Agreements (LCA) in conjunction with Tax and Legal teams. • In charge of implementing one of Intel's biggest subsidiaries cash pool structure for +20 LE globally, Master Loan, LCA's, DOL's, SAP setup in conjunction with IT and Accounting, as well as team up with Citi Global Team to perform synced implementation. -
Director And Founding PartnerWealth Partners Dec 2024 - PresentCosta Rica And U.K. Based -
Director And Founding PartnerUpscale Equity Partners Sep 2023 - PresentCosta Rica And U.K. BasedDirector and Founding Partner of the boutique firm specialized on raising capital, mergers and acquisitions, and financial consulting for projects/corporations that require financial funds that apply ESG (environmental, social and governance) approach. Main achievements:• Developed a portfolio of more than 20 projects that represent up to USD 2.3 billion to fund through different structures on the sectors of specialty: sustainable tourism, renewable energy, infrastructure, telecommunication and others. -
Director And Founding PartnerPenta Group Cr Jan 2021 - Apr 2024Costa RicaFounding Partner and Director of the Penta Group company that seeks to provide comprehensive solutions for design (consulting), construction and development of real estate projects.Main achievements:• Collaborated in the formal registration of the company, creation and establishment of main support processes in the organization (business intelligence, financial and accounting, administrative, human development, information management, risk management and innovation).• Designed, structured, and implemented together with the partners the Strategic Plan of Penta Group that includes: diagnosis of the internal and external situation, SWOT and MECA matrix, design of competitive strategies, strategic change agenda, strategic map, balanced scorecard (including more than 50 initiatives implemented since the origin of the organization), Stratex, financial projections and monitoring process, testing and adaptation on 3 different occasions.• Designed, structured, and implemented together with the partners the Comprehensive Marketing Communication Plan (CMCP): creation of the brand book, business and brand strategy, definition of target markets, corporate image components (tangible and intangible), desired image promotion (image, communication tone, image creation and refreshment, business logos, brand capital value, service strategy, digital marketing strategy, creation and maintenance of web page / landing page, and operational plans (KPI's, objectives, channels and others).• In charge of leading and collaborating in real estate development project processes for different sectors: residential, tourism, renewable energy, hospitals, and others. -
Financial And Technical Resource Development ManagerFundación Banco Ambiental - Funbam Dec 2022 - Dec 2023San José, Costa RicaSpecialist in design, structuring and management of financial and technical mechanisms to support a portfolio of projects developed internally and contracted by various international technical cooperation programs of institutions with a relevant role in sustainability such as the WB, GEF, IDB, UN, GIZ and others.• Developed a portfolio of 10 projects in the coming years in the prioritized sectors of the Government, with the goal of mobilizing more than USD 10 million for the transformation of value chains towards sustainable processes by 2026, including the sectors: coffee, livestock, musaceae, fishing, aquaculture and mangroves. The goal is to reduce the generation of CO2 or equivalent by 40,000 tons2, 2,000 km2 of coastal marine resources conserved and effectively managed, 25% of mangrove cover conserved and sustainably managed, and at least 1,569 ha of 150 cattle ranchers served, 3,750 coffee farmers, and 5,600 ha in 50 muaceae farms.• Manager and articulator of public-private alliances for the implementation of projects in the country, where the interaction of public entities and their representatives (MINAE, SINAC and Incopesca ministers) has been achieved, with international and local private companies, NGO's (FUNBAM, CI, Asociación CR por Siempre, CRUSA and others) and diplomatic representatives (Ambassador of the Government of Italy in Costa Rica and its commercial attaché). Initiated negotiations of possible projects using the figure of public-private associations (PPA's).• Implemented FUNBAM's commitments within the framework of the Transforma-Innova Program. Supervision and coordination of the institutional and inter-institutional team as the main contact with consortium partners (GIZ, CATIE, CI, UNDP and CRUSA) and other team participants (Icafé, CORFOGA, CNPL, CORBANA, MAG, SINAC, MINAE and others).• Sustainable financial mechanisms designed, structured, implemented and scaled until 2026 in conjunction with NFS and international actors. -
Chief Of Investment Strategy - Market ManagementBac Credomatic Jun 2022 - Nov 2022Costa RicaChief of Investment Strategy at BAC Valores, which includes the Stockbrokers Firm, the Investment Fund Management Company (SAFI) and Wealth Bank.• Identified improvements in the investment process of BAC Valores: client profiling, model portfolios, review of the monitoring system and reporting to clients.• Developed an approach to the follow-up process to the investment strategy.• Developed a conceptualization of new products with marketing potential within the stock market. -
Senior Portfolio/Fund ManagerBn Valores, Puesto De Bolsa Aug 2017 - Jun 2022Costa RicaInvestment portfolio management supervisor at BN Valores for more than 2,000 clients and 17 stockbrokers. In charge of implementing the requirements for the new regulation (RIAC) in June 2018.Main achievements:• I created the Investment Governance Commission (CGI): entity that promoted the approval of good portfolio management practices (investment process, investor profile, model portfolios and benchmarks), analyzed, approved/disapproved and classified more than 200 products (ETF's, sovereign and corporate bonds, mutual investment funds, development funds and others) for trading among BN Valores clients.• I led the structuring and management of International Mutual Funds (Valor, Suma and Crece) in conjunction with BN Fondos with a placement of more than USD 10 million in 2 years of operation, in charge of the development of the Asset Management Service (which represented about 10% of the AUM and great prospects of growth) and coordinator of the investment strategy for the Conglomerado Financiero BNCR through the ETIC (Investment Technical Team of the Conglomerate, for its acronym in English.• Developed the portfolio management system together with the IT department: automatically generated reports, construction and automatic maintenance of investment Benchmarks (local, international and composite), model portfolios (strategic asset allocation for different financial objectives and investor profiles), alerts of deviations regarding IPS (Investment Policy Statements), rebalancing margins, creator of active tactical management strategies (business cycle, sector rotation, Fama French and others) and proven positive excess return (through backtest and application in International Mutual Funds) compared to benchmarks. Linking the investment strategy and governance process to advisory processes. -
Professional Services (Professional Analyst)Revista Summa Feb 2015 - Feb 2018San José, Costa RicaPreparation and publication of five special editions of the "Financial Ranking of Central America" on banks, pension fund managers, insurers, brokerage houses and banking groups in the region, the Dominican Republic, Panama and Colombia. -
Risk And Research AnalystBanco Central De Costa Rica Sep 2015 - Aug 2017Costa RicaPerformance analysis and risk management of investment portfolios that make up international monetary reserves (IMR), as well as liability management (monetary stabilization bond programs).• Together with the team, I analyzed different issues of a financial nature (exchange hedges, interest rates, liquidity market, debt collection programs, exchange rate, international monetary reserves, in the local and international markets).• Implemented the version change of B-One, profitability attribution software by effects (interest rate, exchange rate, curve displacement, change in curvature and others) to verify the performance of the different portfolios managed internally or by external managers.• Prepared monitoring reports and compliance with guidelines for assets and liabilities administered by the Central Bank of Costa Rica. -
Financial And Risk AnalystGrupo Empresarial Sama Jan 2011 - Aug 2015Costa RicaExtensive experience in analysis of investment options in the national and international market.• Focus on credit analysis for fixed income securities, investment funds, securitizations and local and international trusts.• Automation of credit risk analysis processes (creation of custom software), yield curve reports, yield spread reports, credit rating change reports, and regulatory risk indicators for Stock Exchange and SAFI.• Creation of a liquidity coverage indicator for the Stock Market Post.
Fernán López León Education Details
-
Cfa InstituteFinance/Economy -
With Honors Degree -
With Honors Degree -
With Honors Degree -
Iv Cycle Of Career Economics
Frequently Asked Questions about Fernán López León
What company does Fernán López León work for?
Fernán López León works for Intel Corporation
What is Fernán López León's role at the current company?
Fernán López León's current role is Treasury and M&A Lead on Intel Corp | Business, sustainable and traditional finance & tech enthusiast | CFA Level III Candidate.
What schools did Fernán López León attend?
Fernán López León attended Cfa Institute, Universidad De Costa Rica, Universidad De Costa Rica, Universidad De Costa Rica, Universidad De Costa Rica.
Who are Fernán López León's colleagues?
Fernán López León's colleagues are Ray Wilcken, Ian Bertmaring, Cpe, Yohann Burette, Aaron Sauer, Brenda Madriz, Tim Mcintosh, Khem Pokhrel.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial