Helping protect your financial needs for a good life today and in the future. From business and life insurance, to asset protection and planning your own retirement, I can assist you build a strong financial future.

Financial analyst and advisor for individuals and businesses. International investment strategic planning oriented in resource allocation and budget alignment for optimizing returns and diminishing risk.• Responsible for developing sales teams and investment strategies focused on financial products that could thrive in new market niches and effectively fight competition. • Develop and plan of go-to-market campaigns focused on revenue and market growth applying blue ocean… Show more Financial analyst and advisor for individuals and businesses. International investment strategic planning oriented in resource allocation and budget alignment for optimizing returns and diminishing risk.• Responsible for developing sales teams and investment strategies focused on financial products that could thrive in new market niches and effectively fight competition. • Develop and plan of go-to-market campaigns focused on revenue and market growth applying blue ocean strategies.• Design and analyze Internet marketing strategies for lead generation, lead nurture, high conversion, delivery, long term retention, resell and upsell.• Coach entrepreneurs and advise them on personal finance strategies and tactics. Show less

Selected to work as a financial advisor and life planner oriented on highly pressured sales goals with tightly measured performance indicators. Graduated from the New York Life Sales Academy as a Regional Champion (2014). Invited to over twenty financial conferences as a speaker.• Coached other advisors to develop their careers equipping them with sales and communication skills such as prospecting, cold calling, referrals and follow up.• Participated in three editions of the Million… Show more Selected to work as a financial advisor and life planner oriented on highly pressured sales goals with tightly measured performance indicators. Graduated from the New York Life Sales Academy as a Regional Champion (2014). Invited to over twenty financial conferences as a speaker.• Coached other advisors to develop their careers equipping them with sales and communication skills such as prospecting, cold calling, referrals and follow up.• Participated in three editions of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals® (2014, 2015, 2016).• Nominated to join the National Advisory Council for New York Life Mexico, focused on communicating and helping the company in identifying market opportunities and operative challenges that needed to be addressed. Show less

Selected to teach and guide young professionals in college to develop creative thinking and analytical mindsets focused on generating innovative and value creating business models. • Mentored over forty-five different business owners and entrepreneurs across several industries during their development phases such as market research, idea validation, business modeling and business planning.• Supported students as they identified and developed value proposition business models… Show more Selected to teach and guide young professionals in college to develop creative thinking and analytical mindsets focused on generating innovative and value creating business models. • Mentored over forty-five different business owners and entrepreneurs across several industries during their development phases such as market research, idea validation, business modeling and business planning.• Supported students as they identified and developed value proposition business models, segmented their customer through dedicated sales channels based on their cost structure and revenue streams and allocated financial assets applying key resources, activities and partner relations. • Facilitated financial models and plans for business launches focused on budget and cash flow efficiency with measurable results in the short and medium term. Show less

Founder, CFO, COO and marketing specialist of a privately owned company that operated fifteen business locations for the consumer and entertainment industry. Responsible for recruiting and training business managers, operative personnel and executive teams. • Tasked to do market research, brand design, financial modeling and business planning for five different consumer industry businesses such as food service, concert venues, and entertainment and hospitality. • Facilitated… Show more Founder, CFO, COO and marketing specialist of a privately owned company that operated fifteen business locations for the consumer and entertainment industry. Responsible for recruiting and training business managers, operative personnel and executive teams. • Tasked to do market research, brand design, financial modeling and business planning for five different consumer industry businesses such as food service, concert venues, and entertainment and hospitality. • Facilitated strategic partnerships with multinationals like Diageo, Heineken and Phillip Morris.• Responsible for the development, training and performance of different operations teams designated to expand the business across the country.• Conducted market research and designed go-to-market strategies for business launches as well as marketing campaigns to create market awareness, positioning and revenue growth. Show less