Advisors

Our advisory board provides direction and guidance in fulfilling our vision through their extensive experience and expertise in related fields, as well as through securing fiduciary compliance for our products and services.

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German Pugliese
Digital Banking Platform Advisor

Mr. German Pugliese Bassi is a Co-Founder, Chief Marketing Officer and Director of Technisys S.A. Mr. Pugliese served as Executive Vice President of Technisys S.A. Mr. Pugliese is focusing on marketing and alliances. He is also leading Technisys’s international expansion. Before assuming this role, he headed the Technisys’s commercial area. An active member of the AMBA / BAI., Mr. Pugliese was also selected as an Endeavor Entrepreneur in March 2001. Before founding Technisys, Mr. Pugliese was responsible for international trade at Gillette Argentina S.A. Prior to this, he was a financial analyst at Techint International Corp. He has lectured and participated in conferences at some of the most prestigious universities in the United States, including MIT, Columbia, and Wharton. He also has been interviewed by major international media companies, such as CNN, and top business and tech publications, including America Economia and Latin Finance. Mr. Pugliese received a degree in Public Accounting from the University of Belgrano in Argentina. He has also completed post-graduate courses at University Bocconi (Milan), Universidad de Ciencias Empresariales y Sociales (Buenos Aires, Argentina) and Ecole Nationale de Ponts et Chausees (Paris).

German Pugliese

Digital Banking Platform Advisor

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Peter Formanek, CPA
Advisor

Peter has 30+ years experience advising fund managers, family offices and companies. He has been involved in over 300 transactions over the course of his career and is also involved in the private equity field providing deal origination, fundraising, operations and COO/CFO level expertise and guidance. Prior to establishing Young America Capital, Peter co-founded a wealth-focused CPA and advisory firm. He began his career as a Financial Analyst with Spear, Leeds & Kellogg and Donaldson, Lufkin & Jenrette. Peter received his BS in Accounting, and an MBA in Finance from the University of Bridgeport. FINRA licenses 7, 24, 28, 63, 79, 99.

Peter Formanek, CPA

Advisor

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Alberto William Dahik
Advisor

Mr. Dahik is a graduate of Princeton University in the fields of economic development, international trade and finance, monetary and exchange policy. He has an extensive career in the field of economics, finance, and monetary policy. The former congressman, vice president, and minister of finance of Ecuador. He was part of the Central Bank of Ecuador. In addition, he was the economic advisor of the Monetary Board of Ecuador.

Mr. Dahik was an economic advisor to the presidents of Ecuador and Paraguay. Currently, he is the Vice President of the Grupo Empresarial Amazonas. He has multiple publications in the fields of finance and economics.

Alberto William Dahik

Advisor

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Juan Lorenzo Martinez
Auditing, Taxes, and Accountability

Mr. Colon is president of JLM & Associates a CPA firm and Information Systems Consultants. He has extensive experience as in the fields of accounting, taxes, auditing, university professor, and information systems. He has worked for KMPG, the University of Puerto Rico as chairman of the UPR accounting Department and Dean of Academic Affairs.

He was the former President of PR Society of CPAs, financial analyst for the Chanel 11 TV newscast for Univision, and Member of the Board of the Ricky Martin Foundation. Mr. Colon has a BBA in Business Administration from the University of Puerto Rico, PHD from New York University, and a Juris Doctor from the University of Puerto Rico and practiced law in the Federal District Court and the Supreme Court of the USA.

Juan Lorenzo Martinez

Auditing, Taxes, and Accountability

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Julio Marquez
Advisor

Julio has 30+ years of experience in cross-border principal investments and M&A. He is the Managing Partner of New York Bay Capital, one of the leading cross-border boutiques in New York. He is also Managing Director at Young America Capital, a FINRA-licensed broker-dealer, where he heads the Latin American department.

Julio previously worked at institutions such as Global Emerging Markets Group (Managing Director and Head for Latin America), Violy Byorum & Partners (Director and Head of Analytics — Latin America), Wasserstein Perella (Vice President-International), Citibank (Latin America Private Banking) and Morgan Stanley (Analyst).

He has developed particular expertise in structuring foreign investments in Latin America in industries as diverse as media/telecom, manufacturing, retailing, energy, oil & gas, plastics, and steel. Julio holds an MBA from Harvard Business School, a master’s degree with honors in systems engineering from the University of Pennsylvania and a bachelor’s degree in civil engineering from the Massachusetts Institute of Technology.

Julio Marquez

Advisor

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Shauna Mei Devand
Advisor

Shauna Mei Devand is the co-founder of QBX Global, a blockchain focused company, and most recently the EVP of Global Operation of Binary Financial, a market leading crypto brokerage and OTC company.  Formally, she worked at ConsenSys while incubating a real estate crypto project. She serves on the board of LynQ, a location based peer-to-peer off grid wearable technology company; the advisory boards of Good Money, a blockchain based token incentivizing consumer to for conscious consumption, Reserve, a blockchain stable coin and on DV Labs, a proprietary video compression technology company for live video.  She is also a co-founding member of SHEOS.org, a female EOS block producing candidate and a co-founder of Y2X, a crypto advisory company specializing on security token offerings. Shauna is a MIT engineer turned commerce and media industry expert and the founder and former CEO of AHAlife.com, a publicly-traded company she took public in 2015 on the ASX. Launched in September 2010, Prior to launching AHAlife.com, Shauna served as the COO of Casall, a Swedish wellness/activewear company. She also co-founded the Aronsson Group, a luxury brands investment and advisory firm.  She started her career at Goldman Sachs and has worked in the Global Alpha fund in Asset Management, then Leveraged Finance Investment Banking and finally private equity at Goldman’s Merchant Banking division.

Shauna Mei Devand

Advisor