In the absence of the Chief Investment Officer, as Deputy CIO, I assume all critical Investment Division Operations-related responsibilities, including signatory approval per State laws and guidelines.As Investment Operations Manager, I manage the department's daily operations, the $21+ billion state investment portfolio, and the daily investments of the General Fund’s annual cash inflow and outflow. I also manage the investment of proceeds from General Obligation Bonds and oversee the mandate for the Maryland Local Government Investment Pool (MLGIP), a $11 billion+ fund managed by an external fiscal agent.

Founder & CIO

Capital markets consultant on sustainable finance projects.

Development and management of IDB Invest's global funding program, including the development and implementation of Latin American and Caribbean local currency funding solutions through debt capital markets, derivatives-based funding solutions, and local or multicurrency credit facilities. Analysis, price, negotiation and execution of bond and loan transactions, interest rate/currency swaps and options. Participation in the Investor Relations Program. Development and maintenance of relationships with investment banks and swap counterparties. Coordination, collaboration and liaison with various internal areas, including groups in Finance, Legal, Risk Management, and Lending/Investment units in the conceptualization of technical solutions and institutional policies. Recommendation of valuation methodologies for various currencies, as well as illiquid and structured financial instruments. Participation in the technical and operational implementation of finance systems.

Acting Head of Capital Markets. In charge of team responsible for Debt Capital Markets and Trade Finance. Management of debt capital markets funding through issuance of global bonds in multiple currencies, markets, and structure types through the Bank’s MTN Program registered in Luxemburg (USD 6 billion); and through domestically registered issuances. Relationship with financial counterparties, institutional investors, exchanges, regulators, and government entities. Management of the Bank’s derivatives portfolio (hedging-only / US$ 4.4 billion notional). Management of the Bank’s Money Market funding through a Global Commercial Paper Program (USD 500 million) and Certificates of Deposit Program (1 billion). Management of Trade Finance products through trade facilitation program.

Management of medium and long-term funding through bond issuances in the global capital markets via MTN Program (USD 6 billion), placement of domestic bonds, and co-management of the derivatives portfolio (hedging purposes). Execution of plain vanilla, structured bonds, and complex multicurrency financing. Analysis of market demand, costs, regulations, restrictions, market type and characteristics for potential issuance in global markets. Analysis and negotiation of capital markets financing proposals including documentation related to primary bond issuance and derivatives. Documentary review and approval of term sheets, pricing supplements, confirms, ISDA schedules & CSA’s, third party service agreements (i.e. mandate and engagement letters, etc.). Responsible for short term funding in the international money markets by leading the Bank’s USCP Program (USD 1 billion approved). Participation as part of the DCM team in transactions totaling USD 4.1 billion; whilst being directly responsible for an aggregate of approx. USD 3 billion of issuance in the international capital markets through 27 transactions in 12 markets and 11 currencies such as: USD, CHF, EUR, JPY, MXN, CNH, TRY, BRL, UYU, CRC, and PEN. Bond placement experience: 44 % in Latin America, 33% in Europe, 12% in Asia, and 10% in the US. Participation in the structuring and execution of plain vanilla and structured bonds, including step-up coupons, equity linked notes, cero coupon accretion bonds, and callable bonds. The tenors of these bond placements have ranged from 3 to 30 years, and have been placed under a MTN Program registered in Luxembourg, local registrations, private placements, and 144A/Reg S offerings. Leadership and collaboration in projects geared towards the capacity-building and development of regional capital markets. Deputy Head DCM (in charge of 4 people in the absence of the Head of DCM).

Acting Head of Capital Markets. In charge of team responsible for Debt Capital Markets and Trade Finance. Management of debt capital markets funding through issuance of global bonds in multiple currencies, markets, and structure types through the Bank’s MTN Program registered in Luxemburg (USD 4 billion); and through domestically registered issuances. Relationship with financial counterparties, institutional investors, exchanges, regulators, and government entities. Management of the Bank’s derivatives portfolio (hedging-only / US$ 2.7 billion notional). Management of the Bank’s Money Market funding through a Global Commercial Paper Program (USD 1billion) and certificates of deposit. Management of Trade Finance products through trade facilitation program.

Senior Investment Officer. Treasury Department. Portfolio manager of liquid assets portfolio (high quality fixed income securities), structured products in EM, oversight of investments in emerging market mutual funds, asset managed funds, and private equity investments. Responsible for an aggregate portfolio of USD 600 million out of a total of USD 1.4 billion Liquid Asset and Cash portfolio managed in the Treasury Dpt. Advisor to CABEI’s Pension Fund (USD 136 million in assets). Development of new products for the Treasury Dept.

Trading of non-domestic securities: G7 and Emerging Market sovereign and corporate bonds, equities, mutual funds, structured notes. Asset Management of international portfolios for HNW investors

MBA Courses: Management Economics, Financial Strategy & Investments

Registered Representative (Series 7): Sales & trading of fixed income assets to institutional accounts in Central America (Banks, Broker-Dealers, Mutual Funds, Pension Funds). Support on sales of structured products.

International markets analyst: research, risk analysis and strategic proposals of domestic and international fixed income portfolios. Analysis of international portfolios. Stock Broker (registered representative): Investment advisory, structuring and management of portfolios for HNW & institutional clients. Sale of EM/ OECD markets fixed income securities: corporate, sovereign, ABS. Sale of local mutual funds & equities.

Securities Law (Postgraduate course).

Securities Law (Executive course)

Stock Broker / Investment advisor: registered representative. Financial advisory to HNW and corporate clients in Wealth Management Division

Mutual Funds sales and investment advisory

Active and Reserve