Bellingham Metropolitan Area
Former Investment Banker and consultant with a proven track record of advising resources and technology projects from startups to billion-dollar enterprises. Today, I am the founder of the leading Latam-focused AI-powered tokenization marketplace offering data-driven alternative funding solutions. PoseidonX is a web 3.0 platform powered by real-world asset data, enabling the creation of alternative credit and innovative tokenized funding and trading solutions. PoseidonX agentic AI automates corporate finance, compliance, and both pre- and post-trade processes, cutting costs and time by 50% across the funding life cycle. Our Ramp Zero Program offers new ventures and growth companies the opportunity to replicate ICOs via tokenized crowdfunding. By allowing the qualified companies to access capital with as little as 10% of the cost, and the ability to leverage the liquidity from Decentralized Finance
FlatStone Capital Markets LLC (FKM), Doing Business As (DBA) PoseidonX, incorporates Artificial Intelligence (AI), Blockchain (DLT) and Internet of Things (ioT) Web 3.0 to automate corporate finance, compliance, and both pre- and post-trade processes, cutting costs an average of 50% across the funding life cycle. FKM is the leading Latin American (LatAm) focused Real World Asset (RWA) tokenizaion team with decades of experience in Advisory, Corporate and Investment Banking, and Wealth Management. Co-founded by seasoned professionals from leading global banks and consulting firms, including Citigroup, Deloitte, HSBC, PwC, RBC, Scotiabank, and TD, bringing together significant expertise from traditional finance into decentralized finance. The team provides access to an exclusive network of industry and government leaders within the LatAm market, having advised projects and transactions more than $10 B. We specialize in the design and structuring of alternative funding solutions such as tokenized crowdfunding and Sustainable Linked Bonds (SLB) via our proprietary integration of Enterprise Technologies. The problem Historically, 9 out of 10 Latin American (LatAm) companies in the resource sector were funded via the Canadian penny stock market. Since the 2008 market collapse, LatAm companies have struggled to raise capital in Canada. The Solution PoseidonX agentic AI automates corporate finance, compliance, and both pre- and post-trade processes, cutting costs and time by 50% across the funding life cycle. We specialize in alternative data-driven funding solutions, such as tokenized crowdfunding. Our marketplace enables qualified SMEs to replicate an IPO for as little as 10% of the cost. PoseidonX offers savvy investors a once-in-a-lifetime opportunity to profit from funding the LatAm region, where 50% of the copper and lithium required for the digital economy is produced.
Lead the curricular design and co-delivered the first Blockchain course at a LatAm Graduate School of Business at EGADE Tecnologico de Monterrey in collaboration with the Directors from the Masters in Finance, the Energy Administration specialty, along with the Leader for Blockchain at the Executive MBA program.
Professional Training program for the Energy Sector for the "Diploma on Midstream Innovation" to the largest midstream operators in the oil and gas industry across the LatAm regional market. Subjects developed included the practical applications of digital transformation and portfolio management, strategic planning and others related to the ESG investment.