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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx •

Financial Operations / Strategic Planning / Operational Analysis

Quality Assurance ~ Organizational Efficiency ~ Human Capital Development


Results-driven Professional eager to offer cross-functional leadership, management, and communications talents toward supporting an employer in achieving key performance objectives.  Particularly astute at developing and cultivating key coalitions and relationships both within the marketplace and workplace.


Key Transferable Skill Sets


Strategic/Feasibility Plans • Leadership Principles • Retention and Loyalty Focused • Extensive Business Analysis

Asset Management • Efficiency Strategies • Proactive Problem Solving • Business Development

Data Gathering and Analysis • Time Management Effectiveness • Market Penetration

Modeling/Valuation Analyses • Competitive Intelligence Assessments

Qualifications Profile


         Strong analytical background with the ability to work independently on multiple projects with specialized experience in project oversight, information management, operational efficiency practices, conflict management and effective communication techniques, research and data analysis, strategic planning, organization development and change management.

         Possess strong organizational and analytical skills and highly adaptable in quickly changing financial environments.

         Skilled at managing multiple projects and leading teams in cross-functional, concerted efforts.

         Knowledgeable in numerous facets of investment management with a focus on high yield results with as minimal risk as possible.

         Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

         Proven ability to adapt strong process knowledge and technical skills to diverse organization needs. 

         Technology savvy and proficient in numerous software applications and platforms, including MS Office Suite, Visual Basic, MS Project, Hyperion, Essbase, SQL.

         Fluent in English and Spanish.


Transferable Competencies


         Key talents in finding and originating transaction opportunities and closing deals expeditiously with maximum returns in mind.

         Develop in-depth marketing and business development plans by thoroughly analyzing market trends, demographic, and psychographic information.

         Strong analytical background with the ability to work independently on multiple projects with specialized experience in operational analysis, strategic planning, financial feasibility assessments,, effective customer service methodologies, conflict management and effective communication techniques and research and data analysis.

         Manage business facets including high level analyses related to departmental budgets, financial lines and marketing plans.

         Demonstrate dynamic leadership qualities and strong communication skills in successfully steering planning meetings and delivering comprehensive strategies.

         Capable of in-depth research and data analysis with the purpose of improving customer edification and comprehension of different products and services.





Academic & Specialized Training


- MBA C Strategy, Finance, Marketing                                                                                                                      Purdue University

- B.S. C Chemical Engineering                                                                                                                 Univ Iberoamericana

- Coursework C Managerial / Leadership Development                                    Fellow of Life Management Institute (FLMI)

- Training C Public Speaking                                                                                                                                Toastmasters International                                                                                                                                                                         

Select Achievements & Contributions


         Acquired 40+ Non-Performing Loan (NPL) & Sub-Performing Loan (SPL) portfolios of multiple loan classes (secured and unsecured loans) with a face value of over US$11Bn.

         Opened 4 markets; 3 in the Americas and 1 in Europe.

         Closed 3 long-term loan disposal programs in Latin America with on-going flow commitments.

         Led the creation and establishment of 2 specialized servicing platforms in South America.

         Secured over 5 long-term strategic partnerships with global multilateral agency and several investment funds and asset managers in Latin America and Europe.

         Secured pipeline of US$1.0 - 2.5Bn in potential investment opportunities; screened/analyzed each for strategic fit, risk/return profile, revenue generation, overall value creation.

         Drove Western Europe and UK s strategic business review; developed over 20+ initiatives aimed to deliver 25% profit growth in retirement services & employee benefits.

         Sourced and closed US$0.6Bn+ in transaction value in enhanced-yield, distressed-asset portfolios:

    • Commercial & Consumer loans in Brazil
    • Mixed loan portfolio and real estate assets in Colombia
    • Residential & Commercial loans in Mexico

Professional Summary


Americas Director / Founding Member

PineBridge Investments, Capital Recovery Group (CGR), NY                                             2005 C Present


Management Associate

AIG (ALICO), Group Management Division (GMD), NY                                                                2001-2004


MBA Associate

The Limited, Strategic Planning, OH                                                                                  Summer of 2000


Senior Analyst

Pepsico, Strategic Planning, Mexico                                                                                             1997-1999



Anderson Consulting (now Accenture), Management Consulting, Mexico                            1996-1997


Financial Advisor

Operadora de Bolsa (now Santander), Private Banking                                                              1993-1996



Primary Job Functions: Global Strategic Planning, Creation of Business and Marketing Materials, High Level Analyses, Feasibility and Viability Plans, Management of Complex Cross Functional Teams, Client Cultivation and Retention Processes, Both Short Term and Long Term Financial Planning and Management Initiatives for Business Solvency, Valuation and Competitive Intelligence Assessments, Project Management and Adherence, Corporate Governance.      


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