Education
Santa Clara University
, Accounting and Finance - 2006-09-01Stanford University
BA, Political Science & English 1987-01-01 - 1991-01-01University of Oxford
, Foreign Relations 1989-08-01 - 1990-06-01Work Experience
DCTax/Profit Watch Systems
Current
DCTax/Profit Watch Systems
Asante Real Estate
2006-01-01 - 2010-01-01
Asante Real Estate
Association of Latino Professionals in Finance & Accounting - Miami Chapter
2001-01-01 - 2005-01-01
Association of Latino Professionals in Finance & Accounting - Miami Chapter
REMAX
2001-01-01 - 2004-12-01
REMAX
ExxonMobil
1996-01-01 - 2000-12-01
ExxonMobil
Public Allies
1993-01-01 - 1995-01-01
Public Allies
City of San José
1991-01-01 - 1993-01-01
City of San José
Skills
Summary
My experiences in life have enabled me to utilize my skills to inspire, train & advise clients how to achieve their goals. Our vision is to masterfully deploy tax & financial reporting tools that Propel, Accelerate & Motivate entrepreneurs towards success. SPECIALTIES: * Domestic & international tax planning * Business Buy/Sell Pre-Transaction Due Diligence * Corporate & Individual Tax Planning for Entrepreneurs (specialization w/multiple entities) * Tax Advisory & Corporate Entity Selection & Forming * Business Planning, Budgeting & Business Performance Coaching * Bookkeeping, OPEX analysis & Profit Reporting * Capital Sourcing, incl. corporate SBA, private commercial & residential/investment real estate