President

Adriana joined Latinos in Finance in 2021 and brings over a decade of experience. She started her career as an Assistant Project Manager for a 501(c)(3) non-profit, CAFÉ (Community Alliance for Financial Empowerment), where she aided low-income Hispanic community members in building business plans to efficiently run their businesses. CAFÉ did so by providing financial literacy, bridge funding, monthly community meetings, and keynote speaker events. As a DACA recipient and daughter of Mexican immigrants, Adriana witnessed the financial disparity and lack of financial education available to the Latino community and knew she wanted to be the change.

Her first corporate role was at Wells Fargo as a teller, where she quickly moved up to a management role while continuing to provide financial literacy to her surrounding community. Adriana acquired various certifications and was recruited to join Chase and Bank of America before returning to the Stagecoach.

Ms. Navarro took a role in the heavily-Latino Mission District and was quickly promoted to the bank's Corporate Headquarters in San Francisco. Throughout her career, Adriana has always kept the same motivation and love for uplifting the Latino community and being a beacon of change and hope to all First-Gen Latinos. Adriana is currently AVP, Wealth Relationship Manager at Citibank.

Treasurer & Director of Sponsorship

Janeth Medina Fernandez is a Strategic Planning & Business Operations Manager at eBay where she drives global annual & financial planning. Previously she was a Vice President at Bank of the West, where she held a wide variety of roles in Corporate Security, Corporate Development & Strategy, Corporate Social Responsibility and Digital Channels. Before entering the Tech space, Janeth spent most of her 11+ year career developing strategic business cases to drive growth and profitability and supported major bank-wide transformation initiatives. Janeth joined LIF in 2017 and was the organization's past President in 2019. She currently serves as LIF's Treasurer and CFO as of 2021. She has an MBA and a BA in Political, Legal and Economic Analysis from Mills College.

National Secretary

With over 15 years of dedicated service in the telecommunications industry, Kaery Castillo-Ferreira brings a multifaceted skill set honed through dynamic roles in credit risk management, auditing, and operations. Her expertise lies in orchestrating strategic initiatives that optimize operational efficiency, mitigate financial risks, and enhance overall performance. In credit risk management, she has spearheaded robust frameworks safeguarding against potential liabilities while facilitating growth opportunities in the commercial lending space for T-Mobile. She has consistently minimized exposure to commercial credit defaults by meticulously analyzing proactive measures and ensuring the organization's financial health.

In addition to the extensive work at T-Mobile, Mrs. Castillo-Ferreira is passionate about the next generation’s upward mobility and preparing for their lives after high school professionally and academically.

Kaery holds an MBA from the University of La Verne and a bachelor's degree in Sociology and Psychology from Mount Saint Mary’s University.

Director of External Relations & Sponsorship

Victor A. Espinosa comes to Latinos in Finance with over 15 years of experience working in Finance – from private wealth and real estate advisory firms to large, multinational institutions such as Goldman Sachs. Victor is currently the Vice President and Head of Global Business Development at Peachtree Group. Peachtree Group is a firm that offers access to an investment platform that drives growth with a diverse portfolio of commercial real estate assets and other ventures.

Victor’s core strengths are in private wealth management, capital raising and providing advisory services for real estate and direct private equity investments for ultra-high-net-worth investors and families.

Victor earned a Bachelor of Science degree in International Business and Finance from Northeastern University. He currently serves as a board member of REAL – Real Estate Association of Latinx Professionals and is an Executive member of the board with Latinos in Finance.

Bootcamp Co-Chair

Christian is a Principal and Senior Investment Consultant with Mercer, focused upon large retirement plans. Prior to joining Mercer, he spent twelve years with BlackRock in roles across various product teams, including the Retirement Group as a Senior Product Manager responsible for product implementation and oversight of DC funds, including target date funds. Most of his time with BlackRock was spent as an Investment Product Strategist within the ETF & Index Investments team with responsibility for growing the index equity business across all institutional asset owners. Most recently, he was Head of DC for BlackRock’s ETF & Index Investments and was responsible for overseeing the growth of the index equity business with DC plan sponsors.

Christian began his career at State Street in portfolio fund accounting, managing accounting teams across both passive and active equity.

Christian graduated from the University of California, Davis with a BS in managerial economics. He also holds an MS in financial analysis and investment management from Saint Mary’s College of California and an MBA from the University of Southern California’s Marshall School of Business.

Bootcamp Co-Chair

Oscar Olivas, CFA, is currently a Senior Credit Analyst for the Global Fixed Income Research team at Allspring Global Investments. He has over 17 years of High Yield Fixed Income markets experience and is currently responsible for providing research coverage of the Energy, Financials and Insurance sectors to various investment teams globally. Oscar is a Mexican American, first-generation college student raised in the LA Area. He moved to the Bay Area in 2003 to attend UC Berkeley where he earned dual bachelor’s degrees in business administration and Latin American studies.

During his time at Allspring, and predecessor Wells Fargo Asset Management firm, Oscar has supported talent acquisition and DEI initiatives. Currently, he is the Co-Lead for Allspring’s Hispanic/Latino ERG where he connects and empowers employees across the firm’s national footprint to make positive impacts in their local communities. Oscar also has over 15 years of non-profit Board experience with the LBSA Fund, a 501(c) non-profit, dedicated to financially supporting UC Berkeley college students in higher education. He is passionate about increasing Latinx representation in the financial services industry through his commitment to the LIF Board.

Membership Chair

Erick Vivas joined Latinos in Finance (LIF) in 2024 and brings a strong commitment to leading teams toward success. His leadership philosophy focuses on fostering a client-centric environment, where personalized, comprehensive financial solutions are at the forefront.

With a background in data analysis, Erick is a data-driven leader who leverages insights to identify opportunities and develop effective strategies that help people achieve their goals. His analytical approach enhances his ability to create impactful solutions that drive results.

Mentorship Chair

Camilo is an associate at Wells Fargo within the Corporate and Investment Bank’s Consumer & Retail industry vertical. He earned his Bachelor of Science degree from North Carolina State University where he studied Business Administration with a concentration in Finance and minored in Economics. Camilo has a genuine interest in banking and analyzing potential capital solutions for some of the world’s most recognized brands. Originally from Argentina, Camilo is bilingual in English and Spanish, but also commands an intermediate understanding of the German language as well as basic French. During his free time, Camilo enjoys traveling, reading, playing soccer, spending time with loved ones, and thinking about potential startup ideas.

Programs Chair

Monica has 5 years experience in capital market transactions and corporate finance. She currently works in portfolio finance at Generate Capital. One of her passions is building diverse leaders in the finance and renewable energy industries. Monica was a community college transfer student and graduated magna cum laude from UC Berkeley with a BS in Environmental Economics.

“Do work that matters. Vale la pena.”

― Gloria E. Anzaldúa.

Latinas in Finance Chair

Danelis started her career as a Financial Advisor at Merrill Lynch in San Francisco and later joined Wells Fargo Advisors. She built a successful business, and later joined an ultra-high-net-worth team, which relocated her to Fort Lauderdale. Danelis continued her career path by joining Wells Fargo Advisors’ Manager Leadership Program, and served as Associate Manager in the Orlando, FL Market. Most recently, she has been promoted to Executive Director - Financial Advisory Senior Area Manager in the Sarasota, FL Market.

Danelis is the daughter of Cuban immigrants and holds a Dual-Degree in Economics and International Relations, with a minor in French, as well as an MBA in Finance from the Lorry I. Lokey Graduate School of Business & Public Policy at Mills College. She is the former president of the non-profit, Latinos in Finance, where she has volunteered for the past eight years. During her spare time, she enjoys spending quality time with her family, going to the beach with her husband and puppy, and volunteering in her community.

Operations Chair

Cristian currently serves as a Compliance Analyst at OKX, a prominent cryptocurrency company. Prior to crypto, he spent five years in the fintech sector, having held roles at companies such as Uber and Block, specializing in payroll and onboarding operations. He received his bachelor’s degree in managerial economics from the University of California, Davis. Cristian is deeply committed to fostering professional development opportunities for everyone. In his free time, he enjoys watching sports, working out and listing to podcast.

Scholarship Co-Chair

Gabriel Felipe proudly identifies as a first-generation college student and Mexican American. Gabriel, an Internal Audit Associate at Wells Fargo, holds a Bachelor of Arts in Economics and a Business Administration Minor from Loyola Marymount University, earned after transferring from Santa Monica College. Originally from Los Angeles and now embracing the new city of San Francisco, Gabriel spends time exploring his new city. His interests include basketball, football, golf, fitness, photography, and volunteering.

Scholarship Co-Chair

Carlos is a Private Client Relationship Associate at Brown Advisory, where he is responsible for servicing multiple relationships for high-net-worth clients. Prior to joining the firm, Carlos worked at the International Monetary Fund in the Fiscal Affairs Department. Carlos is a 1st generation college graduate with a B.A. from The University of Maryland, College Park. In his free time, Carlos enjoys being outdoors, enjoying physical activity, and finding the next challenge to take on. He and his family are from Nicaragua.