Mastering FP&A with Cofi
Mastering Sales and Finance: An Immigrant's Journey from the Front Lines to the Boardroom

Luis's unique and inspiring career journey began in sales and led to a strategic role that taught him data-driven decision-making. After starting his own advisory company, he obtained an MBA from Wharton and worked in private equity before joining Harvard's Finance Department. His path shows that success can come from a non-traditional career path with hard work, self-education, and a willingness to pivot.

Private Equity
February 22, 2023

Mastering Sales and Finance: An Immigrant's Journey from the Front Lines to the Boardroom

Luis's unique and inspiring career journey began in sales and led to a strategic role that taught him data-driven decision-making. After starting his own advisory company, he obtained an MBA from Wharton and worked in private equity before joining Harvard's Finance Department. His path shows that success can come from a non-traditional career path with hard work, self-education, and a willingness to pivot.

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Alex Irigoyen
Co-founder & Chief Executive Officer
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