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| Company Overview |
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Advisory Board
• John Walker, Managing Director Mr Walker has extensive experience in corporate finance, with expertise in private equity investments, and M&A transactions, primarily in the retail, real estate, microfinance and technology sectors. Mr Walker founded Brucklat Financial Services in 2007. Prior to this, Mr Walker worked as a Financial Planning Manager for Grupo Modelo [MXK:GMODELOC] in the Retail Division, being responsible for business intelligence, strategic financial planning, capital budgeting, business valuation, cash flow planning and working capital management. From 2001 to 2005, Mr Walker worked for Amitech Latinamerica as a Finance Manager, and was involved with the start up of the Mexican business unit as financial responsible for the investment project and fund raising for the production plant. From 1997 to 2000, Mr Walker worked as a Senior Auditor with PriceWaterhouseCoopers, being responsible for due-diligence projects, and audit process for clients of the firm. Today, Mr Walker also serves as a financial advisor for Mexican and Argentinean companies. Mr Walker holds an MBA from The University of Texas at Austin, and is a chartered accountant from Universidad Nacional De Córdoba, Argentina. Mr Walker is teacher assistant for Corporate Finance in the Texas MBA program in Mexico City and passed CFA level II exam in June 2008.
Oscar Serrano joined the firm in 2008. Oscar worked as financial analyst for Grupo Modelo [MXK:GMODELOC] in the Retail Division from 2005 to 2008. He was previously Market Analyst at Derfin (a Mexican Derivative firm, member of the MEXDER). Oscar received a BS in Economics from ITESM in 2003 and is a Master in Finance candidate from ITESM. Yurisha Lopez joined the firm in 2008. During her experience in Spain Yurisha worked as a trainee for Ingram ( Spain ) in the Procurement and Marketing Division. She previously worked as Project Leader and Financial Analyst for Coca-Cola Femsa [MXK: KOF] from 2002 to 2006. Yurisha received a BS in Economics from ITESM in 2002 and a Master Degree in Business and Marketing from Universidad de Barcelona , Spain in 2007.
Mr Bustamante joined Brucklat Financial Services in 2009. Mr Bustamante has extensive experience in Business Intelligence, Corporate Finances and Supply Chain Management. Prior to this, Mr Bustamante worked as Income Manager (2006-2007) and Supply Chain Manager (2007-2008) for Grupo Modelo [MXK:GMODELOC] in the Retail Division, being responsible for business intelligence, strategic logistics planning, pricing, asset management and optimization, as well as demand forecast and commerce mathematical modeling. From 2004 to 2005, Mr Bustamante worked in Germany for Hauni as a Project and Investment Manager in the R&D area, and was involved with the projects for sustainable development of this area. From 2003 to 2004, Mr Bustamante worked as a Quality Auditor with Crown Cork & Seal Mexico, being responsible for ISO:9000 audits at the plant level. Mr Bustamante is studying the third semester of an MBA from The University of Texas at Austin , and has and M. Sc. by the Technische Univesitaet Hambur-Harburg , Germany on International Production Management. In addition, Mr. Bustamante has a Industrial Engineer Bachelor Degree by the Universidad Nacional Autonoma de México. Mr Bustamante is candidate to CFA level I.
Vanesa Ortiz Pérez joined Brucklat Financial Services in 2008. She worked in an Internship program for Novartis Pharmaceutical; during the program she ensured transparency in achieving monthly financial targets, monitoring and performance of the company (Management KPI´s, Key Performance Indicators). Vanesa is an Investment Advisor certified by the AMIB (Mexican Association of Stock Brokers). In addition, she is certified by SAP. Vanesa received a BS degree on Financial Management from ITESM in December 2008.
Eduardo Martínez Bermúdez joined the firm in 2008. He worked as an assistant in the Treasury Department in Seguros Atlas S.A. Eduardo is an Investment Advisor certified by the AMIB (Mexican Association of Stock Brokers). In addition, he is certified by SAP . Eduardo will receive a BS degree on Financial Management from ITESM by December 2009.
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