Trabajo con Product Managers, Líderes de Producto y Fundadores para ayudarles a desarrollar sus habilidades en Product Management.

En ADDI, una compañía pionera en el modelo de "Buy Now, Pay Later" en América Latina, comencé liderando el desarrollo del producto de financiación en tiendas físicas de aliados, impulsando su consolidación en el mercado. Posteriormente, asumí la responsabilidad de probar el market-fit y escalar el producto de financiación en eCommerce, contribuyendo a su exitosa expansión.

Builded, from scratch, an innovative solution that helps people struggling to achieve their financial goals by offering automated financial advice. Oingz achieved more than 70K downloads with +70% active users, an average rating of 4.5 and was featured in well-known Colombian media outlets such as “La República” and “Portafolio”. Exited.– Developed an algorithm capable of optimizing and efficiently allocating money to financial goals, taking into consideration macroeconomic variables and customer needs.– Rapidly built a functional prototype for user testing and defined the first version of the product through user validation.– Remotely led the engineering and design teams, being responsible for all aspects of the product lifecycle.– Defined metrics and created dashboards to understand the impact of new features while following upon them to rapidly adjust for change.– Carried out meetings to built relationships with key players of the Latin American financial sector and was selected to pitch the solution in several Fintech events.

Led an international team of product specialists and third party vendors to develop an at-home training equipment that, leveraging sophisticated VR technology, delivered a realistic and immersive cycling experience. Responsible for all aspects of the product lifecycle.– Responsible for the product vision and conveying it to the team while ensuring strong collaboration and communication to execute, deliver and meet the business objetives.– Worked closely with engineers and UX designers on defining a product strategy to accomplish the product vision.– Coordinated the integration of the different components of the product and led the initial prototype testing phase for concept validation and identifying opportunities for improvement.– Worked closely with one of the most accomplished product designers in the fitness industry (Eric Villency) on designing and building a functional stationary bicycle prototype.

Responsible for the Wealth Management Digital Transformation initiative and Citi's Wealth Management Advisory Proposition in a 20 billion dollar business across Latin America. During this time, key responsibilities related to the Global Wealth Management Digital Transformation were also assumed.– Transformed the end to end Customer Experience by developing and implementing a channel agnostic Robo Advisory Platform designed from the customer perspective, that was selected and financed by the Citi Innovation Committee Board because of its potential for customer impact and business growth.– In partnership with Citi Ventures, identified and deployed innovative Advisory solutions from Silicon Valley across the the Global Consumer Business.– Designed and implemented the components of the Wealth Management Ecosystem to leapfrog competitors and improve efficiency through task and process automation.– Designed solutions to improve the customer experience in hand with the local product teams to prioritize and understand specific customer needs, while aligning the initiatives with the business strategy

Led the Investment Lab, the Business Strategy and Securities Trading teams to cover all the aspects of the advisory proposition for the Wealth Management business, servicing High Net Worth, Affluent and Emerging Affluent customers from the local and international investment businesses. Responsible for the investment tools, investment strategy, client publications and Chairman of the Investment Committee.– Designed and implemented digital solutions that allowed Financial Advisors to easily identify revenue generating opportunities within their clients’ portfolios.– Automated the process of generating investment recommendations for customers’ by creating a Robo Advisory tool that identified their current portfolio and what changes needed to be done to be in line with the Citi Global Investment House View.– Increased the business product offer by launching different types of investment products and made them available to customers. Coordinated the implementation of the software components required by regulators in hand with the IT, Legal and Compliance teams.– Devised investment strategies and worked closely with the marketing team to produce comprehensive research reports for customer use.

Led the Investment Lab and was responsible for portfolio selection, asset allocation, and trade execution of a 1.2 billion dollar portfolio. Prepared comprehensive written reports on the quantitative and qualitative analysis of industries, sectors, trends, and the economy. Developed and presented investment thesis, risks, and recommendations, to financial services industry professionals on the Citi Investments Committee.

Led a team of analysts to provide strong reporting on business KPIs and identifying process improvement opportunities to increase business efficiency and effectiveness.– Designed business dashboards and defined metrics to conduct trend analysis on performance and periodically briefed senior leadership.– Automated the MIS reporting processes improving the productivity of the team by 3X while reducing costs by more than 50%.– Created the model used by management to determine the Financial Advisors’ monthly variable compensation, and was in charge of the implementation of the system used to generate the information required by the HR/Payroll team.

In charge of conducting financial research and give analytical support to the Local & International Wealth Management businesses. Designed the framework and process by which the Research Team generated reports, identified investment opportunities and allocated portfolios. This framework was latter implemented in other countries of the LATAM region (Brazil, Peru, Uruguay, Venezuela and Costa Rica).

Consultant for the CAPRA Project (Central American Probabilistic Risk Assessment). Participated in the development of an information management platform to analyze the risk generated by natural disasters in Central and South America.