Alfredo Puerta

Experience

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  KPMG Peat Marwick

  Jan 1988 - Jan 1991

  Senior Consultant

  Valuation of financial and non-financial companies and projects. Tax planning, risk management and corporate finance planning.

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  Frito Lay

  Jan 1995 - Jan 1997

  Senior Brand Manager

  • Boost Doritos brand’s share of the company’s gross income to 45% by creating market strategies which lead it to become the leader in its category in the region.• Develop local products adding 20% of new business. • Management of a $1 MM marketing budget. • Kept prospective relationship with marketing agencies, sales team and company’s management both domestically and internationally.

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  Citibank

  Jun 1998 - Sept 2001

  Credit Officer VP

  • Became leader in credit card and car loan markets, managing 3,500 and 1,200 monthly applications respectively, managing a $400 MM portfolio. Leading a team of 45.• Developed and implemented of an MIS for both sales and top management.• Developed of credit scorings for all products including Small business loans. Financial and credit advisor for IT projects.

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  IESA

  Jan 2001 - Jan 2011

  Invited Professor

  Invited Graduate Professor of Finance and Valuation

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  Consultor Independiente

  Sept 2001 - Nov 2004

  Financial Consultant

  Firm valuation, debt restructuring and financial research for PriceWaterhouseCooper, KPMG and Econoinvest (Venezuelan Investment Bank).

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  Econoinvest

  Jan 2004 - Jan 2008

  Strategy Vicepresident

  • Develop investment bank’s research department, bringing near 35% new business opportunities.• Research and develop of investment strategies/products for domestic and international markets for financial institutions, corporate treasuries and individual investors. • Markets analysis and economic research. Financial analysis for fixed and variable income securities.• Corporate and structured finance valuation and analysis.

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  Estrategia Financiera

  Jul 2008 - now

  Financial Consultant - Founder

  • Buildup of a $100k annual revenue customer base.• Financial analysis and investment recommendation for corporate treasuries and investments banks. • Developed products for financial markets institutions. • Financial analysis of corporate strategy and process implementation. • Economic and financial research for both local and international markets; including fixed and variable income securities, for sell and buy sides. • Corporate and structured finance, valuation and analysis. Show less

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  Osterman & Company

  Jan 2010 - now

  • Develop and improve credit policies in Mexico and South America, reducing bad debt in 20%. • Reduced past dues from 15% to 10% in the region.• Increase in 20% new business opportunities in the region by putting in action credit and collection strategies• Analysis of new markets including legal, economic and financial impact. • Creation of new credit products to support customers´ businesses and needs. • Increase of $ 50MM on monthly open terms portfolio, by working on new business opportunities in South America and the Caribbean.• Maintain 85% of portfolio current. • Developed credit and collection policies for Mexico and South America. • Communicate market performance and projections to management and customers.• Financial management and accounting support in every region.

  • Director of Credit Latin America

    Aug 2017 - now

  • Credit and Finance Manager

    Jan 2010 - Aug 2017