Our Story

José is the CEO and founder of FlexFunds. He is also the co-founder and former director of Global X, a New York based provider of exchange traded funds. José was instrumental to the success of Global X, making the company a reference as a provider of exchange traded funds that nowadays has surpassed $10 billion in managed assets across more than 60 different products. Throughout his career, José has acquired unique expertise in the asset management and brokerage business, having served in roles at Prudential Securities, MAPFRE Inversion, and Banco Santander. José earned his Bachelor’s degree from Universidad Autónoma de Madrid.

Emilio serves as Executive Vice President and Chief Marketing Officer for FlexFunds. Emilio brings over 15 years of B2B and B2C international marketing expertise in Financial Services, Banking and CPG. Amongst others Emilio has occupied senior marketing roles at multinational industry leaders such as MoneyGram International and Dean Foods Corporation. He has led multicultural teams in four continents and developed international marketing and revenue growth initiatives in more than 50 countries worldwide. Emilio holds a BSBA in Economics earned at St. Louis University, an MBA and a Graduate Marketing degree both from ESADE Business & Law School in Barcelona and an Executive MBA, with High Honors distinction, from The University of Chicago, Booth School of Business.

Amy serves as Chief Compliance Officer for FlexFunds. She has over nine years of experience working in highly regulated environments within the financial industry. Throughout her career, Amy has acquired unique expertise in compliance efforts within the asset management and brokerage businesses. Amy held roles at regulated entities such as Global X and GWM Group, where she was an Operations Analyst and was later promoted to Operations Manager that lead her to earn the Series 7, Series 63, SIE, and Series 24 licenses. She has a Bachelor of Science in Business Administration, with a Major in Human Resources from the University of Puerto Rico.

Daris is the current COO of FlexFunds. He has experience in finance and operations, focused primarily on strategy, financial planning & analysis, operations management, and building teams. Before FlexFunds, Daris traveled the world and worked for nine years at Microsoft Corporation in the USA, Belgium, and finally as their CFO in Cyprus, Malta, Bulgaria, Macedonia, & Kosovo. He attended the University of Miami where he received a Bachelor of Business Administration.

Lorena leads the Business Services team at FlexFunds. She has over 14 years of experience managing customer relations across a variety of industries. At FlexFunds she focuses on managing our clients’ onboarding to our platform, collecting and analyzing Know Your Client (KYC) information, and requesting valuation backup as well as other documents pursuant to the program audit requirements. Lorena graduated in computer engineering from Universidad Centroccidental Lisandro Alvarado in Venezuela, and has the PMI and Six Sigma Green Belt certifications.

Alex has over 15 years of experience in the financial services industry. He specializes in securitization services for efficient fund management and distribution in the US, Latam, European and Asian capital markets. In addition, he has a strong entrepreneurial background as a co-founder of a nationwide online retailer in the US and past participation in the launch of other ventures. Alex completed a B.A. in Business Economics from the University of California, Los Angeles (UCLA), an MBA from the UCLA Anderson School of Management and a Global Management degree from Universidad Adolfo Ibañez in Santiago.

Carmen is the Senior Financial Controller of FlexFunds. Carmen has 16 years of experience working in accounting and is an expert on the National Register of Contractors, Venezuelan tax laws, and on VEN-IRFS (Venezuela – International Financial Reporting Standards). Her first job opportunity was in an external audit company. She has also worked in management, acting as a liaison between PricewaterhouseCoopers and international construction companies in Venezuela. She obtained a degree in Accounting in one of the most prestigious universities of Venezuela:Andres Bello Catholic University.

Rodrigo serves as the Regional Director for the Americas. In this role, he is focused on helping Asset Managers in the region to create customized investment vehicles. He brings to FlexFunds years of experience in finance, operations management, and B2B business development in the Latin American Market. Rodrigo holds a BBA in Finance from the University of Miami.

Pablo Gegalian is FlexFunds’ Regional Director for the Southern Cone region, where he provides advice on new business developments, structuring, commercial strategy, and financial engineering. Pablo has extensive experience in the management and analysis of financial markets. He has served as a portfolio manager of securitized financial funds and has held research and strategy analyst positions. He was awarded an Economics degree from Universidad Argentina de la Empresa.