With over 20+ years of experience, I have an extensive background in private banking and institutional fixed income and equity capital markets. During my tenure at Bear Stearns and Oppenheimer, I managed high-net-worth individuals and institutional clients across the U.S., Mexico, and Panama. After 17 years on the sell-side I became highly active on the buy-side, establishing our family office and leading the structuring of more than 40 transactions in both public and private sectors. These transactions encompassed a variety of financial instruments, including straight equity, convertible debt, reverse mergers, preferred debt, and more.As part of our portfolio, I assumed the role of Chairman and CEO of one of our portfolio biotech companies, where I refocused our efforts to realign the vision and advance our science towards seeking FDA approval for Phase I clinical trials.▶️ WHAT I DOI am a collaborative, adaptable, and energetic corporate finance executive with progressive management experience, leveraging a strong blend of vision, accountability, objectivity, and people skills in competitive and fast-paced environments to drive profitable investments. ▶️ MY CORE COMPETENCIESPrivate Equity | Financial Due Diligence and Valuation | Corporate Development | Corporate Finance | Divestitures, Mergers, and Acquisitions (M&A) | SEC Filings | Fundraising | Written and Verbal Communication Skills | Data Analytics▶️ WHAT SETS ME APART FROM OTHERS★ Leadership: I upskill high-performing teams and supporting boards by identifying and integrating missing talent★ Critical Analysis: I leverage analytical insights in problem-solving and due diligence to make informed decisions★ Collaboration: I build and maintain networks of industry leaders to bring win-win opportunities forward