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PROFESSIONAL
EXPERIENCE
Vice-President (8/02
- Present)
Institute
for Strategic Clarity. Wilton, NH.
In charge of operations for a non-profit 501c(3) scientific
research and educational organization that seeks to enhance
the clarity with which decision makers in any organization
understand, determine, and communicate the organization's
strategic direction.
Vice-president (5/97
- Present)
Strategic Clarity (formerly
SDSG). Boston and Mexico City.
Promote and deliver programs that help senior managers develop
better policy decisions in complex environments by applying
a systemic approach to their business concerns. Critical tools
include training in systems dynamics, causal mapping of system
variables, leverage analysis of these variables and stock
flow simulation modeling of these variables for policy testing.
Major Clients:
Titular/Investor Relation Unit
(7/93 - 3/95)
Banco Nacional de México, S.A.
Responsible for the relationship with foreign investors of Grupo Financiero
Banamex, US, and Mexican market analysts as well as international fund
managers. In charge of preparing all aspects of road show preparations,
including information and logistics. Participation in the elaboration of
the annual report.
Director of Asset Trading (6/92 -
5/93)
Citibank, N.A.
Responsible for the selling and trading of emerging market debt instruments
such as: Eurobonds, CD's, CP's, loans, and structured products and
derivatives.
Vice-president - Futures Department (12/85
- 4/91)
Banco Nacional de México, S.N.C.
Lead the operation and promotion of futures and options as risk management
tools among the main import/export companies of Mexico. Including all
budgeting and strategic planning responsibilities for the department.
Systems Trainer (3/85 - 12/85)
Infosistemas Financieros, S.A.
Trained senior executives in the use of advanced stock brokerage computer
systems.
Financial Analyst (1/82 - 12/82)
Valores Finamex, S.A.
Supervised the Security Valuation Department. Responsible for the analysis
of financial statements, valuation of bonds, securities and short term
money instruments, as well as performing periodic sensitivity analysis of
interest rates.
Manager of Computer Center (12/80
- 12/82)
Responsible for the implementation of the required computer system and the
development of the financial analysis software.
ADDITIONAL EXPERIENCE
Professor - Universidad Anahuac
Managing from Clarity (9/02)
Diploma in International Commerce (3/91 - 6/91)
Risk Management Seminar (8/89)
Teaching Assistant - University of
California, Riverside
Financial Analysis (1/84 - 6/84)
Management Science (4/84 - 6/84)
EDUCATION
MBA - 12/1984
University of California
Bachelor of Arts in Actuarial Sciences - 6/1981
Universidad Anahuac.
ADDITIONAL SEMINARS
& COURSES
6th International Aluminum Conference - 11/90
Metal Bulletin, Singapore, Singapore
How to Sell Futures, The Workshop - 7/90
Commodities Education Institute, New York, NY
Negotiations Strategies - 5/90
Northwestern University, Chicago, IL
Coffee's 88 - A Year of Change and
Challenge - 2/88
National Coffee Association of USA, Boca Raton, FL
Advanced Options Seminar - 4/87
Commodity Exchange, New York, NY
Market Profile - 3/87
The Logic School, Chicago, Illinois
Financial Futures and Options - 3/86
The Chicago Corporation, Chicago, Illinois
HONORS & AWARDS
"Consejo Nacional de Ciencias y
Tecnología" Scholarship
To obtain the Masters of Business Administration at the University of
California.
LANGUAGES
- Spanish,
native
- English,
Fluent
PUBLICATIONS,
PRESENTATIONS, WORKING PAPERS AND PAPERS IN PROCESS
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