Luis Ramos
Director, Business Advising & Credit Advising Manager @Accion Opportunity Fund
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WORK HISTORY
Director, Business Advising & Credit Advising Manager @Accion Opportunity Fund
San Antonio, TX, US
Launched and currently manages Accion Opportunity Fund’s Business Advisory Services Department. o Hired in Dec. 2020 to help AOF establish its first advisory services arm. o Established systems to streamline onboarding experience for new clients. o Created forms and tracking mechanisms to collect pertinent data relating to the entrepreneurial experience and how it relates to our services. o Established CRM system to monitor client journeys and to create ways to report on our successes for grants, government agencies, and the organization in general. Advised close to 300 Businesses by assisting them in developing business plans and/or growth strategies to bolster their business through harsh economic conditions and the pandemic. Connected clients to direct capital via AOF and other capital partners. o Clients have connected to valuable pandemic relief programs and direct lending opportunities that have amounted to over in funding. o This is incredibly significant work when the average loan grant sizes tend to be under Developed small business workshop series and financial tools to help entrepreneurs formalize their business through greater understanding of financial management, marketing, and business legal systems.
EDUCATION
Texas A&M University
Bachelor of Arts (BA), International Business
Texas A&M University - The Bush School of Government and Public Service
Master's degree, International Affairs & Developmental Economics
ABOUT LUIS RAMOS
Business Development professional with more than eight years of experience mentoring entrepreneurs, building teams, and creating the processes needed to launch successful businesses. Involved in the ideation of new business ideas/concepts, products, financing, and marketing opportunities for over businesses throughout career. Bridge builder and team facilitator that has helped entrepreneurs and start-ups find their compass their respective organizations for sustainable growth through financial planning.
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