Experience

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  Petroquimica de venezuela (pequiven)

  Sept 1996 - Sept 1999

  Senior associate - financial planning unit - international business

  - Led the effort for the company's pioneering IPO. Assessed alternatives for refinancing a major JV- Developed over 5 new procedures/risk models to analyze Pequiven's oil & gas portfolios- Evaluated 4 investments alternatives for retirement plans for all employees

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  Universidad metropolitana - unimet

  Sept 1997 - May 1999

  Corporate finance profesor - business administration faculty

  - Taught Corporate Finance class to over 200 students at the top undergrad business school

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  Booz allen hamilton

  May 2000 - Aug 2000

  Summer associate - communication, media and technology practice

  - Provided strategic advice to educational providers regarding online distance education learning- Conducted market research. Created marketing strategies- Determined economic feasibility of the project

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  Blinds to go

  Jul 2001 - Oct 2002

  Associate director financial planning

  - Developed & tracked budgeting process across all units, covering more than 30 products - Served as liaison between finance & manufacturing on cost reduction/efficiency projects - Performed strategic & financial analysis for projects in finance & accounting

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  Morgan stanley

  Oct 2002 - Jan 2021

  - Communications Director of Research Tech Mgmt group. In charge of preparing and conducting presentations to senior management on a regular basis - Advised and educated over 30 Research teams globally on the use of the ModelWare Analytical framework and on finance and accounting topics- Led 2 large scale initiatives for the use of Artificial Intelligence in Equity Research - Exceptional understanding of multiple topics in Corporate Finance and Investments - Responsible for project management of multiple special projects among different BUs Show less - Advised & trained over 30 Equity Research teams on financial analysis and modeling, ModelWare, accounting and finance topics - Spearheaded launch of 3 projects to drive adoption of ModelWare, including project management from concept to completion - Coordinated work across Research and Technology teams, translating Analysts' needs into requirements; identifying operational challenges and planning/executing corrective actions - Communicated regularly with executive team members to deliver progress status and direction Show less - Designed training and personnel development strategies for internal clients and provided subject matter expertise on diverse accounting and finance topics including ModelWare - Developed new hire training curriculum and courseware. Coordinated & executed global training programs for more than 200 individuals. Held recurrent training sessions across divisions - Led a 10-people team of vendors in the development of a ModelWare Computer Based Training (CBT) program, used by Equity Research. Curate all content for training - Advised & trained over 30 teams on our proprietary analytical platform w/ external clients Show less - Founded the Analyst Solution Team, a client service team in charge of advising Equity Research in valuation, finance and accounting - Trained & advised over 20 Equity Research analyst teams on model development and the treatment of complex finance/accounting issues, including pensions & leases. Expert in retail, transportation, media and telecom industries- Created finance/accounting training materials. Held recurrent training sessions - Partnered with valuation team to define global standards for valuation based on Intrinsic Value Show less

  • Vice President - Research Management

    Jan 2015 - Jan 2021

  • Vice President- Fundamental Company Model Unit

    Jan 2009 - Jan 2015

  • Vice President - ModelWare Unit/ Head of Training & Development

    Oct 2007 - Jan 2009

  • Vice President - Equity Research - Analyst Solution Team

    May 2004 - Oct 2007

  • Senior Associate -Equity Research - LATAM Wireless and Media Industries

    Oct 2002 - May 2004
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  Boston college carroll school of management

  Jan 2021 - now

  Adjunct professor

  Teaching Managing for Social Impact and the Greater Good course to undergrad students, an introduction to ESG class, focused on the cross-collaboration between companies, nonprofits and other parties. The class provides a comprehensive view of what ESG is, the important of aligning stakeholders and the need for investment and innovation in the space.

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  Morgan stanley

  Oct 2021 - May 2024

  Executive director

  - Global head of L&D in Research, serving over 1300+ employees. Developed and implemented L&D strategy for the department, leading to a 15% increase in performance. Managed L&D budget for training initiatives, ensuring strategic alignment with priorities- Leading a 7-people training and communication global team in developing and executing a blended learning and communications program for Research, resulting in a 20% increase in tools & services usage over 1 year- Communications direction of Research tech management, preparing and conducting impactful communications, media and presentations to senior management, internal and external stakeholders- Executing large innovation projects and product launches combining strategy, technology and business, across multiple stakeholders and business units with superb client focus. Currently focused on OpenAI. Show less

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  State street

  May 2024 - now

  Global head of internal communications