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2019
2019
Founder and Chairman of the Board for FulcrumLATAM, a Latin American-focused near-sourcing company. The company’s business model and strategy focus on leveraging high-quality offshore talent and resources to meet specific hiring and staffing needs. FulcrumLATAM is a full-service staffing and human resources firm that searches, interviews, screens, and provides the best talent for various company needs, ranging from administrative services, tech, data science, sales, marketing, finance, research, to specialized roles. In addition the company manages all aspects of payroll, administration, legal, contracts and benefits, employee taxes, allowing clients to focus on building their business with the best team possible at the right cost.
2013 - 2024
2013 - 2024
AllTheRooms is the leading provider of short-term vacation rental data and data insights. our Mission: To be the leader in the short-term rental community through effective and efficient utilization of data: connecting and empowering hosts and guests, and providing unparalleled analytics and intelligence to every segment of the market.
2010 - 2013
2010 - 2013
Senior Portfolio Manager for billion dollar U.S. leveraged credit-focused book. Responsible for all aspects of portfolio management including: fundamental investment and credit analysis, distressed and special situations, portfolio construction and hedging, including all aspects of risk analysis. Work closely with sales force, traders and credit research team in optimizing portfolio construction and credit analysis. Responsible for analyzing and evaluating credits, capital structures and market conditions. Fundamental value investment analysis applied to all positions, including distressed and special situations. Responsible for all aspects of portfolio management, portfolio construction and implementation of risk analysis and hedging tools.
2008 - 2010
2008 - 2010
Execute turnarounds, debt and equity restructurings, Chapter 11 planning, negotiating and confirming POR. Structure and evaluate DIP financing, exchange offers, corporate viability assessments and securities valuation. Represent buyers and sellers in DM&A transactions, responsible for sale of distressed companies, divisions and assets. Analyze and evaluate credits, capital structures and market conditions for potential restructuring and investing opportunities. Develop and maintain relationships with distressed investors, hedge funds, and private equity institutions.
1997 - 2007
2002 - 2007
Originated, structured and syndicated high yield bank and bond financings for non-investment grade clients, with global coverage, responsible for both Corporate and Financial Sponsor related transactions. Analyzed financing terms, models and comparables. Assess market conditions, asset valuations and credit metrics. Negotiated fee and commitment letters, term sheets, indentures and credit agreements.
2001 - 2002
Acted as deputy to the Chief Executive Officer of the Morgan Stanley Bank. Assisted in managing $8Bn corporate loan, CLO and SPG warehouse portfolio. Approved credits for the Morgan Stanley Bank, developed infrastructure and conducted business integration solutions. Created financial models, established budgets, anticipated funding needs and assessed the bank’s profitability. Created and presented business plan to Federal Regulators, Board of Directors and Firm Management.
1998 - 2001
Assisted in managing $2-5Bn distressed debt portfolio, with focus on airlines, retail, lodging and steel sectors. Conducted extensive valuation, financial modeling, going concern and liquidation analyses. Evaluated restructuring scenarios, proposed turnaround solutions and assisted in negotiation of deal terms. Created firm-wide Risk Adjusted Return on Capital (RAROC) model to simulate bank loan losses, determine deal profitability and manage portfolio risk.
1997 - 1998
Utilized Value at Risk (VaR) market models to monitor Current and simulate Potential Exposures; created and analyzed firm-wide risk monitoring models and reports for swaps, fx, equities, commodities and derivative products.