Head, BrokerTech Ventures LA

Managing Director, Rokk3r

Head of Sales & Strategy, RSA Insurance Group

Case Team Leader, Bain & Co.

Analyst, McKinsey & Co.

MBA (Distinction), Johnson School, Cornell University

MILR, Cornell University

BS, Universidad Iberoamericana Mexico City

Representative Projects

  • Led the commercial due diligence for the bancassurance operations of a leading international bank by RSA Insurance Group valued at ~$500M.
  • Managed the overall IT transformation for the largest multinational bank in the Pacific during its merger with the fourth largest national incumbent.
  • Developed an operating model and implementation strategy for a massive bond issuance of a national oil company targeting over half a million investors.
  • Led the development of  the global five-year strategic plan for an international TPA in the healthcare space.
  • Supported the commercial due diligence for the acquisition of an international consumer goods company valued at more than $18B by a consortium of international private equity firms.
  • Led the commercial due diligence for the acquisition of the concession rights of a major seaport by a major international private equity firm.
  • Supported the organizational and process redesign of one of the largest global oil companies.
  • Advised a consumer goods company in the acquisition of a $4.2B medical devices company through extensive market research, portfolio strategy and estimation of potential synergies.



  • Insurance
  • Financial Services
  • Technology
  • E-commerce
  • Oil and Gas
  • Consumer Goods
  • Chemicals
  • Venture Capital
  • Healthcare Services

Project Types

  • Growth Strategy
  • M&A Strategy
  • Due Diligence
  • Portfolio Strategy
  • Organizational Design
  • Operational Improvement

Representative Clients


  • Philips
  • Westpac
  • The Hartford
  • British Petroleum
  • American Airlines
  • RSA Insurance Group
  • Global Excel Management
  • Vitro
  • Associated British Foods

PE Firms

  • Warburg Pincus
  • Blackstone Capital
  • KKR
  • Advent International
  • Clayton Dubilier & Rice
  • Goldman Sacks CP