Business Development Manager

• Major: Finance

• Analyze business plans from clients in different industries to determine the best way to help them raise capital, expand their operations within LATAM, to the US or to LATAM.
• Design and implement ad hoc solutions for clients with financial needs over USD 20M
• Manage projects pipeline to ensure delivery in time and within budget.
• Network with key decision makers at corporations in LATAM and US

• Develop new business in Mexico (USD 80 Million) and Dominican Republic (USD 20 Million).

• Solidify strategic partnerships with the top tax planning law firms in Mexico, Colombia, Panama and Dominican Republic (B2B development)


• Enhance institutional offering to accommodate Multi Family Offices in Colombia and Mexico with an interest to offer international wealth management services.
• Expand service offering via The Americas Group with unique capabilities to introduce US companies interested in M&A, PE in LATAM.

• Launched a banking services mobile sales force from pilot to full implementation expanding from 5 individuals to 62 covering the country which was nominated as top 10 International Banking Project for 2011 with annual sales over USD 136 Million.
• Implemented Salesforce.com software for 3 areas within Wealth Management with 81 users. Due to project success, the bank adopted Salesforce as CRM tool.
• Built long lasting relationships with colleagues, professionals and clients to ensure business sustainability resulting in a portfolio over USD 130 Million, USD 50 Million in referred business to the bank and a USD 150 Million pipeline.

• Designed and implemented custom strategies for UNHWI and HNWI in Mexico, Colombia, Central America and Dominican Republic.

• Prospected HNWI and UHNWI leveraging network, alumni, accountants, lawyers and existing clients on a daily basis.

• Designed and implemented commercial strategies for Mutual Funds in Mexico focusing on retention and penetration in various channels with an increment of 17% YOY.

• Acted as an agent for commercial banking clients to deliver solutions tailored to their business needs by carefully preparing financing proposal aligned with the bank’s lending guidelines which resulted in a portfolio growth of

10% in one year for a total of CAD 108 million.

• Worked and collaborated with colleagues to design and deploy solutions aligned with the clients’ strategies in financing, treasury, cash management and payment systems using leading technologies.

• Built and Managed relationships with CEOs and CFOs; provided advice on optimal levels of leverage and cash flows in the Retail/ Franchise Industry as well as the Supply Chain Industry.

• Identified business process improvements using financial statements, flowcharts and interviews. Designed solutions, incorporating input from client staff to ensure implementation.

• Managed client relationships. Set expectations and managed day-to-day communications with CEO and CFO. Superior performance (standard ROI of 300%) resulted in 5 client referrals of our services.

• Led 4-member team of different levels. Established clear goals and communication to avoid yield loss and meet deadlines. Presented progress weekly. Incorporated feedback from stakeholders to ensure project on-track, making changes if necessary. As a result, 100% of objectives were accomplished ahead of schedule.

Investments equities, fixed income, structured products, etc

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