Founder
CurrentBoutique consulting firm focused on providing strategic advice and customized solutions for US, Latin American, and Brazilian direct investment programs: ❖ Build consensus among key stakeholders of shared vision, long term goals, and ensuing annual budget design and execution strategy. ❖ Formal investment policy statement with clearly identified goals, governance instruments, metrics, and appropriate monitoring and reporting - e.g., financial planning, budgeting, and design of financial policies and internal controls.❖ Develop, coordinate, and implement internal processes and remuneration strategies that foster accountability, the desired culture, aligning stakeholders with organizational values and vision, and a culture of continuous improvement.❖ Inception of a continuous risk assessment program: financial, regulatory, and reputational. ❖ Business strategy, corporate governance, investor governance, finance operations, business intelligence reports, and financial reporting. ❖ Investment office design and governance, benchmarking, and continuous improvement programs.