Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Leonardo
Work Experience
2022
EM (LatAm ex-Brazil) Local Institutional Sales
2023
EM (LatAm NoBraMex) Local Institutional Sales
2022 - 2023
- Developed and managed client relationships across over 10 LatAm countries (especially Central America and Caribbean markets), executed sales strategies, and researched and analyzed financial market trends across different asset classes. - Responsibilities also included ensuring proper risk management and compliance with bank-internal and industry regulations to maximize revenues and wallet market share. The team's coverage of products and solutions includes: *Client Coverage / Origination *Credit flow *Structured Products *Asset and Liability Solutions *Illiquid and Distressed Credit *Structured Finance *Derivatives (Strategic and Flow)
2022 - 2022
Venture Fellow
2022 - 2022
Dynamo supports pre-seed and seed-stage founders in building global enterprise businesses in supply chain, logistics, and mobility. - Worked directly with General Partners on raising an opportunity fund, developed an investment thesis and market map in both the warehousing & fulfillment and last mile space, and built processes to objectively evaluate follow-on investments - Weekly responsibilities included sourcing and meeting with startup founders in addition to writing a weekly newsletter
2021 - 2022
Investment Partner
2021 - 2022
Dorm Room Fund (DRF) is the best way for student founders to grow their startups. Built by students and initially powered by First Round, DRF provides founders with a strong network of investors, world-class mentors, and an initial $40,000 check. - Dorm Room Fund has invested in 300+ student-run startups that have raised $4B+ in follow-on capital from industry-leading investors like GV, Sequoia, A16z, and YC.
2021 - 2022
Founding Board Member & Head of Growth
2021 - 2022
CVN is a global network of 60+ (and growing!) student-run accelerators, venture funds, and organizations empowering student founders and funders from around the world. - Founding board member wearing many hats but focused on growth and partnerships with venture capital firms, as well as organizing/hosting CVN’s Annual Conferences (previously Undergraduate Venture Summit) and monthly roundtables.
2018 - 2022
Advisor
2021 - 2022
- Supported Co-Founders Reid Moncada and Brian Vargas on various tasks such as recruiting, marketing, fundraising, and seeking partners to grow operations
Director of Public Relations
2019 - 2021
- Developed the startup's brand ambassador program
Customer Relations Manager
2018 - 2019
- Amongst the first three employees wearing many hats but focused on leading customer discovery, client relationships, and marketing initiatives
2021 - 2022
Founder of the Penn State Entrepreneurship Council
2021 - 2022
The Penn State Entrepreneurship Council aims to create and communicate a central vision for all entrepreneurship-related student and faculty-run initiatives. It provides a seat in the table to all leaders and department representatives across campus to learn specific pain points facing student founders with the goal of increasing operational efficiencies and collaboration.
2021 - 2022
Co-Founder
2021 - 2022
- Conducted interviews with renowned Limited Partners and redacted articles on practical resources and perspectives for emerging venture capitalists
2019 - 2022
Managing Partner
2021 - 2022
Penn State's Venture Capital & Startups Network. - Happy Valley VC's mission is to facilitate student engagement with the tech startup world while amplifying student founders' access to convenient funding opportunities and exceptional talent - HVVC connects alumni with Penn State's entrepreneurship ecosystem and places the most students in professional careers at leading firms in the space. - Students aspiring to get actively involved with building startups or venture investing are exposed to extensive mentorship networks and learn-by-doing environments through a wide-ranging series of events and projects
Principal
2020 - 2021
Associate
2019 - 2020
2021 - 2021
Blueprint Investor Track
2021 - 2021
- The investor series empowers Black, Latinx, and Native American students to find the “blueprint” they need to identify strong technology ventures. Students receive a curriculum, mentorship and access to the best investors in the business
2020 - 2021
Global Markets S&T Summer Analyst
2020 - 2021
Sophomore (2020): Emerging Markets (LatAm) Local Institutional Sales Junior (2021): Emerging Markets (US) Institutional Sales - Participated in Corporate Credit Issuance Deal Roadshows, client meetings, internal research calls, and delivered projects, including: a presentation containing LatAm NoBraMex pension funds market trends and analysis, a swaps pricing model, and a sovereign credit investment pitches