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Click here or scroll down to respond to this candidatePROFESSIONAL EXPERIENCEBulltick Financial Services, Miami, FloridaCandidate's Name Street Address PresentBulltick is an independent employee-owned financial services firm establish in Florida Street Address years ago. The firm provides Broker-Dealer and multi-family office services to both institutional clients and high net-worth individuals.Head of Alternative Investments and Investment Banking Services. Team of 4 people.Responsibilities:oProduct origination, sourcing, selection, and implementation of Alternative strategies with a focus on risk mitigation, long-term returns, diversification, capital/tax efficiency, and other client-specific considerations.oConduct General Partner and fund Due Diligence process.oDevelop and expand relationships with sourcing partners.oInvestment Committee member. Present recommendations and opportunities. Benchmark selection and asset surveillance.oHead of Global Private Markets Asset allocation and portfolio construction management.oDeveloped internal valuation models and third-party platform product comparison.oDelivered excess returns (Alpha) versus portfolio benchmarks.oFinancial Advisor for institutional family offices (US and Latam)oHead of structured product solutions.oStructuring and definition of distribution platforms, SPVs, and Funds of Funds.oGeneral Partner responsibilities for in-house alternative products.Oppenheimer & Co. Inc., Miami, FloridaExecutive Director Senior Financial Advisor August 2016 March 2019Serving as the Senior Financial Advisor of the Wealth Management Division Special Situation Solutions.Contributed to the Private Equity and Venture Capital Asset Allocation, Portfolio Management and Hedge Fund Platforms.Delivered excess returns versus portfolio benchmarksStructured Solutions for HNW Private Clients and Family Offices.Presented Corporate Finance Solutions including Alternative Investments, Private Equity, and Corporate Equity Solutions.Travels extensively to prospect Family Offices and UHNW clients and identify investment opportunities.Deep knowledge and very solid contacts among UHNI, Family Offices and others in the U.S.A, Europe, Brazil, Chile, Colombia, Mexico, Central America, and Argentina.Successfully contributed to the final closing of two M&A Corporate deals accountable for $600m SPAC DEALS nd over $1.7 billion Investment Banking Opportunities.Brasilinvest international Inc., Miami, FloridaGarnero Group Acquisition Company (GGAC US, Nasdaq)Chief Financial OfficerChief Investment Officer Head of Alternative Investments and Investment Banking January 2014 August 2016Brazils leading merchant bank provides strategic business consulting, state-of-the art real estate developments and world-class diversified projects, virtually in every sector of the Brazilian and global economy.Brasilinvest is the premier private business and investment agency in Brazil. Since 1975, the Group operates in collaboration with manifold partners in the areas such as Strategic Consulting, Merchant Banking, Joint-Ventures, Trans-sectorial Projects, and Real Estate.In nearly four decades of operation, Brasilinvest has been involved in projects that encompass billions of dollars invested in Brazil.Chief Investment and Asset Allocation OfficerResponsible for: asset allocation research and recommendations, due diligence for all marketable public and alternative portfolios, execution, investment document review, hiring and development of all junior staff members.$1.2 Billion Securities and Alternatives portfolio manager.Responsible for Registering and Filing the Nasdaq Company GGAC a financial platform specifically created (SPAC) for M&A activityPerformed an equity valuation by analyzing comparable public companies and building a pro forma financial model for several companies across the U.S., Brazil and EuropeAdvised both and other groups on different transactions totaling over $1.8Accountable for raising over $630 m on Nasdaq traded SPACs.Responsible for all the Securities Exchange, FINRA and Nasdaq relationship, filings, accounting and auditing of the FirmArranged corporate presentations to market key investment highlights and coordinated bank meeting for investorsIdentification of potential Business Opportunities and Corporate Finance SolutionsConducted detailed due diligence sessions for business, financial, and accounting areas of the target companyAccountable for all Real Estate investments outside Brazil and new opportunities worldwide.Travels extensively to prospect for clients and identify investment opportunities.Guggenheim Partners Latin America, Miami, FloridaSenior Executive Director December 2011 January 2014Guggenheim Partners is a global investment and advisory firm with more than $220 billion in assets under management.Served as the Senior Executive Director of the Wealth Management Division and Head of the Structured Solutions Team and Global Portfolio Allocation for Latin American clients.Offered Structured Tailor-Made Solutions to Private and Institutional Clients.Presented Corporate Finance Solutions including Alternative Investments, Private Equity, and Corporate Equity Solutions.Member of the Global Investment Committee.Travels extensively to prospect for clients and identify investment opportunities.1OAK Financial Group, London, United Kingdom and Miami, FloridaManaging Director & Partner June 2009 December 2011Member of the BoardFounded in 2009 by a team of former investment bankers, financial entrepreneurs, and CEOs, 1OAK is an innovative alternative asset manager for discerning modern investors with a global footprint. Headquartered in London, 1OAK platforms focus and develop unique investment opportunities for large institutions and High Net Worth Investors, spanning the whole liquidity spectrum.Served as Head of the Wealth Management Division and Head of the Structured Solutions Team for Latin America.Served as Co-Head of the Investment Solutions Team and Head of the Structured Products for Retail and Private Banking.Participated in Asset Allocation and strategies.Presented Tailor Made Solutions and Alternative Investments.Offered one-of-a-kind Private Wealth Management and Asset Management Services, offering new products to hedge funds to address liquidity, transparency and flexibility solutions.Worked in an independent partnership with Deutsche Bank to offer Structured Solutions ensured by Deutsche Bank to Private and Institutional Clients, particularly Italian banks, Swiss banks, Spanish family offices, and Latin American institutions and family offices.Successfully raised capital from US$25 million AUM to US$1.2 billion in 3 years.Goldman Sachs International, London, United KingdomCandidate's Name 2009Executive Director - Derivative Products Sales Trading and Structuring2003Reported to Partners (PMD).Supervised a team of 6 representatives in Private Banking Sales in Southern Europe and Latin America.Served as Executive Director of the Structured Solutions Group and Executive Director of Sales and Structuring for Derivative Products.Served as Head of Equity Derivatives Sales for Southern Europe and Latin America as well as Head of Equity Derivatives Flow Business.Structured Equity Products for Private and Retail Banking.Served as Head of the Financial Solutions Team for the Family Office Group.Handled Equity Electronic Cash Trading, Quantum & Algorithm Trading, Delta 1 and Swap Products, and Exotic Options Sales and Pricing.Offered Tailor-Made Solutions to Private Wealth Management Clients. GSAM Alternatives divisionAccountable for US$86 million in net revenues in first year, and US$110 million, US$230 million, successfully surpassing incremental revenue goals by 30% consecutively.Reporting to the Global Head of Wealth Management Structured SolutionsPREVIOUS EXPERIENCECitigroup London, United KingdomExecutive Director - Equity & Derivatives Sales February February 2002 March 2003Citigroup, Milan, ItalyVice President - Equity & Derivatives Sales June 1997 January 2002Santander Investment (Banco Santander), Madrid, SpainMarket and Credit Risk Analyst T Feb 1995 - May 1997EDUCATION & LICENSES1987-1991 Florida International UniversityBachelors in International Business Administration1998-1999 New York University - Stern School of BusinessMasters in Mathematics in FinanceFluent in English, Spanish, Italian, PortugueseSeries 7 General Securities RepresentativeSeries 66 Uniform Combined Law ExaminationPersonal Cell phone: PHONE NUMBER AVAILABLEPersonal email: EMAIL AVAILABLECitizenship: United States of America and Spain |
