Our History

  • 25 Years of Experience

    We are a team of cross-borders financial consultants with more than 25 years of hands-on knowledge in global markets. We have a vast experience dealing with multicultural clients in many different countries around the world. Our projects can range from multi-month intensive engagements to part-time consultancy retainer relationships, cater to well established large enterprises or small startups.

Meet The Management Team

  • Alejandro J. Rodriguez, CAMS

    Mr. Rodriguez is a seasoned Cross-Border Financial and Banking expert that brings over 23 years of experience. He is a very structured corporate person with an entrepreneurial spirit.

    Mr. Rodriguez was the Head of the Latam Division for Terra Nova Financial Group (now Lightspeed Financial, a division of Lime Brokerage) a broker dealer that offers electronic trading platforms for the purchase and sale of financial securities including equities, futures contracts, exchange-traded funds and options.

    Mr. Rodriguez served as the COO of the International Division for Pristine Capital Holdings INC (now T3 Live, LLC), an online trading school for traders and investors. He also performed activities as the Operations Manager for the Miami Branch of its broker dealer Pristine Securities LLC.

    Mr. Rodriguez also served as Senior Partner for LatAm Alternatives, a financial services company, his primary role was to advise Banks and Non-Banks Financial Institutions on AML/CFT Compliance, Regulatory Framework, Procedures & Operations and Correspondent Banking Relationships.

Alejandro J. Rodriguez

Managing Director

  • Mike Felix

    Mr. Felix brings over 25 years of experience in the capital markets. Mike was Head of Marketing for TeraExchange, an independent startup Swaps Execution Facility (SEF) and was also Director of Global Marketing at Lime Brokerage, a leading technology-focused agency broker specializing in low-latency electronic trading.

    Mike served as SVP, Director of Global Marketing for RealTick, a leading independent EMS trading technology provider and subsidiary of Lehman Brothers and subsequently Barclays Capital. Mike was also a cofounder of Hottrend, an algorithmic trading services provider acquired by RealTick and his other experience includes positions at KPMG Peat Marwick in the Czech Republic, Conoco Phillips in Venezuela and analyst positions at JP Morgan Chase.

    Mike received his MBA from Harvard Business School, BA in Economics, magna cum laude, from Georgetown University where he was also elected to the Phi Beta Kappa Honor Society.

Mike Felix


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