Printing tool Download PDF


Aug 2002Jul 2004


Received the Alumni Award for outstanding contribution to the school

2 term member of the Student Association - House & Ethics

Captain of the soccer team

Aug 1992Jun 1994


Graduated in the top 5% of the class

Magna Cum Laude & Phi Betta Kappa

Vice President of the Judicial Board

Student Tutor in Mathematics

Solo candidate for Rhodes Scholarship

11 varsity letters in Soccer and X-Country/Track&Field & Squash

Work experience

Jul 2004Present

Founder and General Manager

Luxetrade Mexico, S.A. de C.V.

Importation & Distribution of luxury cosmetics

§ Responsible for inventory, sales analysis and projections, logistics & finance

§ Manage a team of 5 in an virtual office and another 15 at the point of sale

§ Developed and manage clients relationships including Palacio de Hierro, Ultrafemme & Liverpool

§ In the first two years grew sales 300% and went from 6 to 23 points of sale

Sep 2000Jun 2002

Sr. Marketing Manager

Schwab Private Client (SPC) was a new service offering created for clients with $1-5million in investable assets who were willing to pay an asset-based fee for a 1-on-1 relationship

§ Led a team of 14 that enabled Schwab to offer private equity and hedge fund investments

§ Managed 24 "Signiture Services" branches across the nation via weekly teleconference calls up to Schwab Private Client or back to traditional Schwab Retail branches over 9 months

Jul 1998Aug 2000

Sr. Project Specialist

The Business Strategy Group reported directly into the Management Committee

§ After analyzing the economics of our competitors and conducting market research including focus groups, proposed a new offering which ultimately became Schwab Private Client

§ Revamped research offering to clients and customer service representatives by recommending a corportate level purchasing group resulting in 20% cost savings and increased access to users

§ Advised on numerous acquisition opportunites including US Trust, purchased in 2000 for $2.7b

Aug 1996May 1998


Resource Industries Practice

§ Responsibility for industry analysis used in sales presentation including cost curves & EVA

§ Executed product segment analysis for a German paper manufacturer concluding in pricing changes and category exits which improved profitability nearly 30% over the following 2 years

§ Modeled the consolidation of three independent coking operations to realize disparate profitabilities & tax benefits ultimately reporting a lack of economically viability


Forecasting, Financial Analysis & Projections
Beginning with excel lessons as a teen and not long after my senior thesis on the tail of my junior year of econometrics with the solid foundation in mathematics I learned finance quickly as a consultant and as of late have been grounding all the theory in actually managing a business and seeing the cash flows first hand.
Team building
From the althetic fields to the holiday and birthday gatherings to brainstorming sessions and final days before the presentation I have a natural inclination and ability to pull everyone together and keep our collective eyes on the prize!
Intercultural Translation
As a third country national I grew up translating and finding middle ground between opposing points of view based on cultural bias.

Created withVisualCV