Seasoned international executive and entrepreneur.
Vast experience in International Banking, Finance and product development.
Determined Business Owner with commitment to excellence and more than 30 years of experience. Effective collaborator promoting new ventures and projects.
Implemented 3 FinTech strategies in South America.
Team player with high EQ.
Overview
40
40
years of professional experience
Work History
CEO
InterMetrica Holdings
Quito, Ecuador
04.2009 - Current
Built productive relationships with industry partners and and finance community to support strategic business objectives.
Managed those relationships by negotiating contract terms and handling conflicts.
Started companies from ground up. Developing marketing plans, product development, hiring, and implementing new services.
Developed key operational initiatives to drive and maintain substantial business growth.
Reviewed individual department performance and worked with leadership to improve processes, procedures and practices.
CEO
Consejero Holdings
Miami, FL
04.2003 - 03.2009
Negotiated terms of business acquisitions to increase business base, solidify market presence and diversify offerings.
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
Led operational team in creation, roll out and management of new product lines.
Conducted research on emerging trends within industry and capitalized on finds to develop new products, services and strategies.
Attended trade shows and client meetings, promoting company brand and building rapport with prospects and partners.
Chairman of the Board & CEO
The Americas Trust Bank
Miami, FL
01.1992 - 07.2000
Led organization in setting goals and strategies.
Contributed to values, goals and strategic vision of organization.
Developed investment products and services for HNWI of International Financial Institutions.
Developed proprietary family of Offshore Mutual Funds with $1.6bn AUMs
Marquee clients included Merrill Lynch, American Express, Credit Agricole, J. Rothchild's, Jersey Private Bank & Trust, and many Latin American banks.
Sold the company to Standard Bank of the UK in 2000.
Managing Director
Corporacion Ecuatoriana De Valores, CEVAL
Quito, Ecuador
05.1986 - 07.1992
Led corporate development efforts in Private Banking, International Banking and investment products.
Spearheaded successful business development initiatives aligned with company's strategy and core competencies.
Established offshore banks in the Bahamas, Panama and BVI.
Provided documentation of processes to comply with regulations and company policies.
Started these businesses from square one, hiring management teams, to implement all aspects of their operations.
Economic Adviser, International Relations
Ministry Of Agriculture, Ecuador
Quito, Ecuador
05.1984 - 06.1986
On leave of Absence from Citibank for two years.
Created the Economic Advisory Unit.
Obtained funding and hired all the staff.
Analyzed macroeconomic variables to provide related forecasts leading to foreign economic policy
Worked effectively in broad partnership with US AID to influence key players across private and public sectors.
Utilized effective public speaking skills to explain complex economic concepts to broad range of audiences in the public and private sectors.
Manager
Citibank
Quito, NYC, Miami, Ecuador/US
01.1980 - 05.1984
6 Month International Training Programme in NYC, San Juan, Panama and Miami.
Trained in Treasury Products, Financial Institutions Group and Public Sector Lending and Services.
Managed Credit Lines for local banks, The Central Bank of Ecuador and other Public Sector credit facilities.
Part of the first Eurobond issues for Ecuadorean companies. Republic of Ecuador, Banco Pichincha International.
Education
Investment Management Programme - Investments And Securities
London Business School
London, UK
06.1998
Bachelor of Arts - Double Major, Economics & Political Science
University of Miami
Miami, FL
12.1979
High School Diploma -
Colegio Espiritu Santo
Guayaquil, Ecuador
01.1975
Skills
Leadership and People Development
Public Relations Understanding
Mergers and Acquisitions
Strategic Partnership
Business Alliance
Effective Communicator and Public Speaker
Employee Motivation and Performance
Business Consulting
Mission and Vision
Adaptable and Flexible
People and Culture
Innovative and Visionary
Affiliations
Board Member of The Junta de Beneficencia de Guayaquil. 135 year old NGO. One of the oldest and biggest in Latin America.4,500 employees, 4 million medical consultations per year, reaches 4% of Ecuador's population.
Languages
Spanish
Native or Bilingual
Portuguese
Limited Working
Timeline
CEO
InterMetrica Holdings
04.2009 - Current
CEO
Consejero Holdings
04.2003 - 03.2009
Chairman of the Board & CEO
The Americas Trust Bank
01.1992 - 07.2000
Managing Director
Corporacion Ecuatoriana De Valores, CEVAL
05.1986 - 07.1992
Economic Adviser, International Relations
Ministry Of Agriculture, Ecuador
05.1984 - 06.1986
Manager
Citibank
01.1980 - 05.1984
Investment Management Programme - Investments And Securities
London Business School
Bachelor of Arts - Double Major, Economics & Political Science
Assistant Manager (finance) at Roxy-Pacific Holdings Pte Ltd (formerly known as Roxy-Pacific Holdings Limited)Assistant Manager (finance) at Roxy-Pacific Holdings Pte Ltd (formerly known as Roxy-Pacific Holdings Limited)