Our team of professionals is committed to providing exceptional client service and deep technical expertise.
Our team of professionals is committed to providing exceptional client service and deep technical expertise.
Our team of professionals is committed to providing exceptional client service and deep technical expertise.
Aurelio Fuentes is the Co-Founder & Partner at DECA Analytics, LLC, where he focuses on executing the firm’s strategic efforts and Key Account Management. He supports the firm’s clients by advising on Puerto Rico financial incentives optimization and access to non-dilutive incentives. With over 25 years of experience in different industries, such as banking, financial services, pharmaceuticals, software, information technology, manufacturing, real estate, telecommunications, healthcare, life sciences, insurance, waste management, and cybersecurity, Mr. Fuentes brings extensive expertise to his role at DECA Analytics.
Throughout his career, Mr. Fuentes has a proven track record of advising numerous companies on creating and implementing out-of-the-box initiatives, partnerships, and collaborations that have generated new revenue streams and increased profitability. He has worked closely as a liaison between the public and private sectors, supporting business owners, C-Suite executives, and local and federal government agencies on strategic initiatives within Puerto Rico.
Aurelio has a Double Major BBA with concentrations in Accounting and Marketing, and minors in Mathematics, Chemistry, and HR from UT and UPRRP. Additionally, he holds several certifications in HAZMAT, HAZWOPER, CBRN, and Environmental Audits. With his diverse experience and expertise, Mr. Fuentes continues to make a significant contribution to the success of DECA Analytics and its clients.
Colton Wandke is the Co-Founder & Partner at DECA Analytics, LLC, where he focuses on executing the firm’s capital markets services and strategic initiatives for clients. With significant expertise in transaction advisory and non-dilutive capital structuring, Mr. Wandke leads the firm’s tax credit, grants, and debt financing programs.
Before co-founding DECA Analytics, Mr. Wandke worked in investment banking and private equity, where he gained significant industry experience in the financial services industry. In his prior roles, he led numerous buy-side and sell-side M&A transactions and participated in debt and equity capital raises for clients focusing on the Life Sciences and Technology industries.
Mr. Wandke holds a Bachelor of Science degree in Finance from the SDSU Fowler College of Business and the designation of CAIA (Chartered Alternative Investment Analyst). With his diverse expertise and experience in the financial services industry, he continues to drive the success of DECA Analytics and its clients.
James Pérez, Ph.D., is the Director of Innovation & Federal Programs at Deca Analytics, where he oversees technology transformations and the implementation of strategies for federal funding programs, including the preparation and presentation of federal grants.
James brings over 20 years of varied experience as a scientist, manager, senior advisor, and strategic planner in the life sciences industry and the economic development field. He joined Deca Analytics after a 17-year tenure at the Puerto Rico Department of Economic Development and Commerce, where he managed the industrial research and development program that consists of a portfolio of economic incentives related to industrial R&D and innovation. The program, which promotes investments in innovation to increase Puerto Rico’s global competitiveness, includes cash grants, R&D tax credits, and industrial tax exemption. James developed public policies to maximize return on investment and achieve measurable business development outcomes from the program. Also, he developed and managed the R&D certification process and collaborated with public, private, and academic sectors on the implementation of effective technology-led economic development strategies. James managed a certification region with over 40 high-technology manufacturing facilities from the pharmaceutical, biotechnology, medical devices, and information technology industry sectors, among others.
Prior to public service, James’ professional background included management, technical support to manufacturing operations, and industrial research and development in the pharmaceutical and consumer products industries. James holds a Doctor of Philosophy degree in Analytical Chemistry from Purdue University. His broad experience and expertise in industrial innovation, technology-led public policy, effective government incentives procurement processes, and Puerto Rico’s unique R&D tax credit program, will drive the success of DECA Analytics, LLC’s most impactful services and initiatives.
Keishla has over 15 years of experience as an educator and university professor at various educational institutions and universities in Puerto Rico and has been responsible for their strategic planning, accreditation processes and grant writing. She was the Director of the Center for Innovation and Technology at the Puerto Rico Small Business Development Centers (PR SBDC) and also managed the Puerto Rico Innovation and Entrepreneurship Assistance Program (PRidea), a grant from the Small Business Administration (SBA) Federal and State Technology Partnership (FAST) program, for which she was the primary proposal writer —a grant that had not been awarded to Puerto Rico since 2015. As Director of the Center, Keishla leveraged her experience in the Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs to provide assistance to entrepreneurs and researchers to further develop their innovations and commercialize their products. She also provides support and training to entrepreneurs, researchers, business counselors and different organizations in areas such as SBIR fundamentals, how to write a competitive SBIR proposal, cybersecurity, commercialization process, business planning for tech companies, intellectual property, patents, nontraditional forms of acquiring capital for your business, among others. Keishla also serves as a reviewer for the National Science Foundation’s SBIR programs.
Yolanda González is the Director of Finance & Principal at DECA Analytics, LLC, where she focuses on overseeing the firm’s finances and investments, in addition to implementing non-dilutive incentives strategies for clients. With extensive years of experience working in different areas of accounting and finance within both the public and private sectors, Yolanda brings significant expertise to her role at DECA Analytics.
Yolanda has served as the Chief Financial Officer of multiple renewable energy companies in Puerto Rico. Prior to moving back to Puerto Rico, she was a Corporate Senior Accountant in a Fortune 500 corporation based in Jacksonville, FL, dedicated to Title Insurance and Investments. Throughout her career, Yolanda has worked as a Controller and Manager in a multitude of industries with a demonstrated successful career, bringing vast amounts of experience and operational knowledge to clients.
Yolanda holds a degree in Business Administration with a major in accounting from the University of Puerto Rico. With her diverse experience and expertise, she continues to play a critical role in the financial success of DECA Analytics and its clients.
Maya Dunne is a seasoned entrepreneur, having founded and led successful ventures such as Valet Seller and Discount Trends. She has a proven track record of driving growth and profitability, leveraging a deep understanding of industry trends and best practices. As an accomplished entrepreneur and business leader, Maya has established herself as a driving force in the realms of start-ups, SaaS, commerce, real estate, and business strategy. With a disciplined approach to innovation and leadership, she has consistently delivered exceptional results and garnered recognition for her achievements.
As a motivated leader, Maya excels at building and maintaining successful client relationships, identifying new business opportunities, and developing strategic partnerships. Her accomplishments have been further underscored by her inclusion in esteemed lists such as the Forbes Next 1000 Class of 2021 and Forbes 30 Under 30. In her current role, Maya continues to drive innovation and excellence, collaborating with cross-functional teams to achieve shared goals. With a relentless commitment to achieving outstanding results, she remains at the forefront of driving growth and success for Deca Analytics.
Maya holds a Bachelor’s degree from Colgate University, further underscoring her expertise and dedication to excellence. Her passion for entrepreneurship, coupled with her proven track record of success, positions her as a valuable asset in the Deca Analytics team.
Iris Lopez is a seasoned Human Resources executive with over 20 years of experience, specializing in HR compliance, organizational development and effectiveness, and strategic HR leadership. Currently serving as the HR Director at Deca Analytics, Iris plays a pivotal role in aligning HR strategies with business goals to drive organizational success. Her extensive background in managing complex regulatory environments ensures that Deca Analytics adheres to all relevant laws and standards while fostering a culture of accountability and excellence. Iris’s expertise in HR compliance and risk management is central to her role, where she collaborates closely with legal and risk management teams to navigate the complexities of HR law and mitigate risks within the organization. Her strategic approach to HR leadership is evident in her ability to lead HR transformations, develop talent strategies, and integrate global HR initiatives, all of which contribute to the long-term growth of the companies she has served. A Certified Coach, and Certified Virtual Facilitator (CVF), Iris is passionate about talent development and coaching. She excels in identifying employee potential and implementing strategies to nurture and develop talent, making her a trusted partner in guiding teams toward their full potential. Her coaching and conflict resolution skills have been consistently recognized by colleagues, reflecting her empathetic yet results-driven approach to HR management. In her previous roles, Iris has demonstrated a strong focus on change management and organizational development. Her academic background, including her MBA thesis on the "Effect of Organizational Change on Employees," underscores her deep understanding of how change impacts individuals and organizations. She has successfully spearheaded HR transformation projects, leveraging her expertise to enhance organizational effectiveness through strategic planning and execution. Iris is also a strong advocate for learning and development, having held a significant leadership position with the Association for Talent Development (ATD) Puerto Rico Chapter, as Chapter President. Under her leadership, the chapter was awarded the Membership Superstar Chapter 2019. Her initiative in creating international learning opportunities during the pandemic further showcases her commitment to continuous learning and innovation. Her technological proficiency in HR is another key strength, with a proven track record of optimizing HR technologies and digital tools to streamline processes and improve efficiency. Iris has led the adoption of platforms like SAP Success Factors and MS Teams, aligning these tools with global standards to enhance collaboration and productivity across HR functions. In addition to her corporate role, Iris is deeply committed to volunteer leadership and community engagement. Her contributions to ATD Puerto Rico and SHRM have not only supported the professional growth of others but have also solidified her reputation as a thought leader in the HR community. Known for her exceptional communication and relationship-building skills, Iris is highly effective in fostering trust-based relationships within organizations. Her ability to connect with others, resolve conflicts, and create positive work environments has been praised by peers and industry leaders alike. Outside of her professional life, Iris is a mentor, speaker, and lifelong learner, dedicated to driving innovation and change within the HR field. Her passion for excellence and personal growth continues to inspire those around her, making her an invaluable asset to Deca Analytics and the broader HR community.
John Pelling is the Director of Capital Markets at DECA Analytics, LLC where he is responsible for overseeing the company’s capital market activities. Prior to joining DECA Analytics, LLC, Mr. Pelling worked at Arctis Global, a hedge fund in San Juan, Puerto Rico from 2021 to 2023. His responsibilities included covering financials with a specific focus on the US bank sector and various agricultural commodities, providing support to portfolio managers with regard to various other special situation studies, and frequently communicating with management teams, research analysts, and investors.
Before his time with the hedge fund, he served as Capital Planning & Investor Relations Officer for First BanCorp. in San Juan, Puerto Rico from 2012 to 2021. His responsibilities included overseeing the Capital Plan and Dodd Frank Annual Stress Test (DFAST), led the analysis of special projects and strategic initiatives relating to capital planning, merger and acquisition opportunities, and loan sales/divestitures. Prior to First BanCorp., Mr. Pelling served as Director of Financial Institutions Group and Investor Relations at Bayview Asset Management, a hedge fund in Miami, Florida, where he was responsible for business development, investor relations, and capital raising for the Bayview Funds, client relationship management, and business development.
Mr. Pelling’s career began in the Mergers and Acquisitions Group of SunTrust Equitable Securities, where he applied financial theory and valuation principles for numerous financial advisory engagements. He continued to develop his expertise, working as a Senior Associate in Investment Banking for FTN Financial Securities and later at Friedman Billings Ramsey Group in New York City, where he was involved in the origination and execution of public and private financings, mergers and acquisitions, as well as valuations for banks, thrifts, and specialty finance companies.
Mr. Pelling graduated from Indiana University – Kelley School of Business, with a Bachelor of Science in Finance. Mr. Pelling has a wealth of experience in capital markets and financial services, making him a valuable asset to DECA Analytics, LLC.
Kariana P. Ortiz Díaz, ESQ., an experienced attorney, leverages her extensive experience in law and accounting to skillfully navigate complex legal and financial landscapes. Her diverse background, spanning both the public and private sectors, equips her with a unique perspective essential for navigating the intricacies of corporate and financial law. Currently, she serves as an Incentives Advisor and Associate Legal Counsel at DECA Analytics, LLC, where she supports clients with foundational level setup and structuring services, government incentives, and ongoing compliance.
Ms. Ortiz Díaz’s professional journey showcases a dynamic blend of experiences in both the private and public sectors. She commenced her legal career in the private sector as a Tax Advisory Associate at BDO Puerto Rico, focusing on corporate governance, transactions, and tax legislation, and incentives. Her role involved tax-related investigations and strategic legal counsel, laying a foundation for corporate tax and transactional strategies.
Her journey continued at Cancio Covas & Santiago, LLP, and Sepulvado, Maldonado & Couret, where she served as an Associate Attorney and Notary Public. These roles saw her deeply engaged in highly complex and significant corporate, financing, and real estate transactions, alongside advising on corporate and shareholder structures, across public and private sectors. At Edge Legal LLC, Ms. Ortiz Díaz further broadened her expertise in corporate law, taking on pivotal roles in corporate governance, financial transactions, including real estate and commercial, and tax incentives. Transitioning to the public sector, she became an Attorney at the Puerto Rico Tourism Company. In this capacity, she managed legal affairs, provided counsel on diverse legal matters, including policies and procedures, regulations, and contracts, and represented the corporation in legal proceedings, gaining unique insights into public sector legal dynamics.
Ms. Ortiz Díaz holds a Bachelor’s in Business Administration with a major in Accounting from the University of Puerto Rico (UPR) – Río Piedras Campus in addition to a Juris Doctor from the UPR School of Law. With her diverse experience and expertise, she continues to make a significant contribution to the legal industry and her current role at DECA.
Amanda M. Castillo Casiano, Esq. is an Incentives Advisor at DECA Analytics, LLC.
Mrs. Castillo-Casiano started her career in the Wealth Management Tax Compliance Practice at PricewaterhouseCoopers while she was studying law at night. After graduating she joined Casillas Santiago & Torres, LLC, and several years later, Marichal Hernandez Santiago & Juarbe, LLC, where she mostly focused on strategic tax planning, corporate governance, government compliance and incentives. Prior to joining DECA, she led a team of Researchers in the process of assisting small and medium businesses throughout the US jurisdictions to request the Employee Retention Credit and the Research and Development Credit.
She holds a Bachelors in Science of Business Administration from the University of Puerto Rico at Mayaguez (Magna Cum Laude, 2013), and a Juris Doctor from the University of Puerto Rico Law School (Cum Laude, 2017).
Giovanni Rodríguez is the Tax Compliance Manager at DECA Analytics, LLC, where he focuses on overseeing the firm’s tax compliance efforts and supporting clients with comprehensive tax strategies. As a Certified Public Accountant and a member of the Puerto Rico Certified Public Accountant’s Society, Mr. Rodríguez brings a wealth of knowledge and expertise to his role at DECA Analytics.
With extensive experience in various industries, including banking, asset management, and specialty finance, Mr. Rodríguez has a proven track record of managing tax compliance for Fortune 500 clients. His professional journey includes significant roles at PricewaterhouseCoopers, where he handled tax compliance for major clients, and at BasePoint Capital LLC/Advantage Insurance, where he worked with specialty finance and insurance groups. Throughout his career, Giovanni has developed and implemented tax strategies that have optimized tax positions and minimized liabilities for large financial institutions and retail companies. He has played a crucial role in advising clients on tax planning and compliance, helping them navigate the complexities of local and international tax laws.
Giovanni holds a Bachelor’s Degree in Accounting from the University of Puerto Rico Rio Piedras Campus and is currently furthering his education by pursuing a law degree at the Inter American University School of Law. His diverse experience and commitment to continuous learning enable him to make significant contributions to the success of DECA Analytics and its clients.
Joel J. Ortega is a Senior Tax Analyst at Deca Analytics, where he applies his expertise in tax compliance, financial strategy, and regulatory insights to guide clients through complex tax structures and optimize their tax positions. His role includes conducting comprehensive tax analysis, implementing advanced tax planning, and advising on compliance to ensure clients’ financial goals align with current regulations. Known for his analytical acumen and client-centered approach, Joel customizes strategies to address both immediate and long-term financial objectives. At Deca Analytics, his insights play a vital role in enhancing the firm’s tax advisory services, empowering clients with informed decision-making and sustainable tax planning.
Joel built a strong foundation in tax and accounting through roles at Perdomo Ferrer LLC and Tort Saade & Associates, P.S.C. As a Tax Accountant and Act 60 Specialist at Perdomo Ferrer, he specialized in assisting Act 60 clients by developing tailored tax reduction strategies, performing financial forecasting, and ensuring compliance with updated tax laws. He managed multi-state tax reconciliations, reducing discrepancies, and conducted training sessions to keep his team up-to-date on evolving tax regulations. Additionally, his expertise with tax analytics tools enabled him to analyze large data sets and derive actionable insights that directly informed strategic financial decisions. Joel also collaborated closely with sales and management teams, integrating his tax expertise to streamline operational processes and contribute to company-wide improvements.
Earlier, as a Staff Accountant at Tort Saade & Associates, Joel developed essential accounting skills, including payroll management, journal entry processing, and corporate tax return preparation.
Joel holds a Bachelor’s degree in Business Administration with a focus on Accounting from the University of Puerto Rico, Bayamon Campus. This academic background equipped him with expertise in quantitative methods, financial management, and international business, providing a solid foundation for his career in tax compliance, financial reporting, and strategic tax planning.
Gabriel J. Soto Nieves is an Accountant & Operations Manager at DECA Analytics, LLC, where his focus is to oversee the big picture of the company, managing processes, purchasing, accounting, human resources, inventory, and IT. He is responsible for optimizing internal operations, streamlining workflows, and ensuring the smooth execution of daily activities. Gabriel plays a crucial role in maintaining the company’s financial health, implementing effective internal controls, and enhancing operational efficiency. With his extensive experience and expertise, Gabriel drives DECA Analytics’ continued growth and success, fostering a collaborative environment that supports innovation and excellence across all departments.
Mr. Soto started his career at Maximo Solar Industries in the Engineering Department as a project coordinator, where he handled administrative tasks for the project manager and team members to keep the projects running smoothly. Some of the main tasks included ordering equipment and supplies, managing deadlines and workflow, and scheduling meetings and appointments. Once Mr. Soto obtained his BBA in Accounting, he was transferred to the Finance Department and started working as an Accounting Assistant at Maximo Solar Industries. Prior to joining DECA Analytics, LLC, Mr. Soto worked as an Accounts Receivable Specialist at Maximo Solar Industries for both Puerto Rico and Florida’s division.
Mr. Soto holds a Bachelor of Science degree in Business Administration with a major in accounting and a minor in Marketing. He also has an MBA in Business Development and Management, which has equipped him with advanced skills in strategic planning, financial analysis, and organizational leadership. Additionally, Mr. Soto has been a member of the “Colegio de Contadores Públicos Autorizados de Puerto Rico,” participating in many board member roles. With his diverse experience and expertise, Mr. Soto continues to play a critical role in driving the success of DECA Analytics and its clients.
Ms. Trishala Shetty is the Senior Associate & Head of Analytics at DECA Analytics, where she focuses on evaluating strategic opportunities and financing operations. With over 9 years of experience in the financial services industry, Ms. Shetty brings extensive expertise to her role at DECA Analytics.
Ms. Shetty started her career at J.P. Morgan in the Global Corporate Finance Operations (GCFO) division of the Corporate & Investment Bank (CIB) team, where she created management presentations and deal pitchbooks that were delivered to CEO’s, CFO’s, and Board of Directors of high-profile companies. She also worked as an Accounting Associate at Trishala Enterprises, her family business, where she provided book-keeping assistance and automated the entire accounting and billing process.
For the past four years, Ms. Shetty has been working exclusively in the financial analytics space. Most recently, she worked as an Investment Banking Analyst at McKenzie and Associates, where she focused on various services including but not limited to corporate valuation analysis, financial modeling, industry research, and preparing presentation materials. Prior to that, Ms. Shetty worked as an Investment Banking Analyst at Madison Street Capital (MSC), where she assisted a team of senior analysts on multiple valuation services, M&A, and financial advisory deals.
Ms. Shetty holds a Master of Science in Finance degree from Illinois Institute of Technology’s (IIT) Stuart School of Business, Chicago. At IIT, she represented the school in two global competitions, namely, CFA Research Challenge (Chicago Regional Winners) and McGill International Portfolio Challenge (Semi-finalist). She also holds a Bachelor’s degree in Accounting and a Master’s degree in Advanced Accountancy and Finance from the University of Mumbai, Mumbai – India. With her diverse experience and expertise, Ms. Shetty continues to drive the success of DECA Analytics and its clients.
Carolina González is an analyst at DECA Analytics, where she plays a crucial role in supporting the company by providing valuable insights based on financial modeling and research. With her extensive knowledge of finance, strong analytical skills, and a commitment to excellence, Carolina has become an integral member of the DECA Analytics team.
Before starting her career with DECA Analytics, Carolina interned as an Assistant to the Senate President, which helped her gain valuable experience in the inner workings of legislative offices. This experience has been valuable in her current position, as it has equipped her with transferable skills such as project management. The experience she gained working in a fast-paced and dynamic environment helped prepare her to adapt quickly to new challenges and effectively navigate complex situations.
Carolina’s responsibilities at DECA Analytics include creating financial models, developing presentations, conducting thorough research to stay informed of market trends and industry developments, and managing projects to ensure that they are completed efficiently and effectively. Her expertise in financial modeling and research has been instrumental in helping DECA Analytics achieve its strategic objectives.
Carolina holds a Bachelor’s degree in Finance from Bentley University in Massachusetts. Since graduating, she has successfully completed Levels I & II of the Chartered Financial Analyst (CFA) program and is currently a candidate for the final exam. Passing Levels I and II of the CFA exams highlights her strong analytical and investment management skills, as well as her in-depth understanding of financial markets, economics, and accounting. With her expertise and commitment to excellence, Carolina continues to make valuable contributions to the success of DECA Analytics and its clients.
Luis Ortiz is a seasoned tax analyst with a broad background in accounting, auditing, and client advisory. He has managed the accounting needs of high-value health plans, corporate clients, and specialized investments, refining his expertise in providing detailed financial services, including tax return preparation, bookkeeping, and strategic advisory for both businesses and individuals.
Luis’s practical experience spans various industries, from cryptocurrency investments to personal and corporate tax compliance under Puerto Rico’s Act 60 incentives. He is well-versed in the intricacies of complex tax regulations and is committed to delivering exceptional service with a focus on client satisfaction.
Passionate about guiding clients through effective tax strategies, Luis ensures compliance while helping them achieve their financial objectives. He aims to become one of Puerto Rico’s leading experts in Act 60, empowering his clients to take full advantage of available benefits and incentives to maximize their success.
Luis holds a Bachelor’s degree in Accounting from the AACSB-accredited Universidad Ana G. Méndez, Gurabo, and is currently pursuing an MBA at the AACSB-accredited University of Puerto Rico, Río Piedras Campus. In addition, he is working towards his CPA designation, continually enhancing his leadership, financial analysis, and business growth skills to help his clients maximize profits and achieve sustainable success.
With his approachable demeanor, extensive experience, and commitment to client satisfaction, Luis is a trusted advisor dedicated to empowering his clients with clarity and confidence on their financial journeys.
Before joining DECA Analytics as a Financial Associate, Christopher Diaz honed his expertise at Houghton Mifflin Harcourt within the Corporate Strategy – FP&A and Business Intelligence Group. There, he led the development of financial models across various business lines, oversaw monthly budgeting processes, and provided variance reports that were crucial for strategic planning.
Previously, Christopher served as an Analyst in Credit Risk Management & Advisory at Goldman Sachs. In this role, he worked closely with Investment Advisors, Legal, and Compliance teams to assess financial performances and update fund metrics, thereby enhancing the firm’s credit risk management and investment strategies.
Christopher’s professional journey in finance began at Loop Capital in Chicago, where, as a Summer Analyst in the Infrastructure Advisory and Public Finance Group, he crafted cash flow models for debt offerings and developed financial analyses for various RFPs.
He further built his foundational finance skills as an intern at Assurance Mezzanine Fund, engaging in direct investments and preparing detailed Investment Committee Memorandums, as well as conducting in-depth transaction analyses.
Christopher is an alumnus of the University of Central Florida, where he earned a Bachelor of Science in Business Administration with a major in Finance.
Sergio Corona Lopez is a Senior Accountant at DECA Analytics LLC, where he oversees and manages day-to-day accounting operations, including accounts payable, accounts receivable, general ledger entries, and bank reconciliations. He prepares and analyzes financial statements, ensuring accuracy and compliance with accounting standards, manages month-end and year-end closing processes, and provides support during audits by external auditors and regulatory agencies. He develops and implements internal controls and procedures to improve efficiency and mitigate financial risks, collaborates with cross-functional teams to support budgeting, forecasting, and financial analysis initiatives, and assists with special projects and ad hoc financial reporting tasks as needed.
Before joining DECA Analytics, Sergio worked as a Senior Accountant and Tax Professional in San Juan, PR, where he managed the month-end accounting close process, day-to-day accounting operations, and annual budget performance. He also drove continuous improvements in the company’s accounting processes and systems and managed the annual audit process. Sergio’s previous experience includes roles as a Senior Accountant at Autoexpreso, Manager at San Juan Tutor, and Manager at Patisserie Valerie in Belfast, Northern Ireland. He also worked as an Accounting and Tax Manager at Asesores Benavent in Seville, Spain, where he managed several clients, supervised and mentored junior accountants, and ensured timely completion of financial reporting and tax filings.
Sergio holds a master’s degree in Fiscal Consultancy from CEFOEC-Legal Practice School, a master’s degree in management accounting from Pablo Olavide’s University, and a bachelor’s degree in business administration and management from the University of Wales. He is VITA TCE/IRS Certified and possesses skills in US GAAP and IFRS, financial, tax, expenses planning and analysis, full accounting cycle,
advanced Excel knowledge and is bilingual in Spanish and English. His career objective is to engage in a role that allows for professional growth and innovation, leveraging his global business experience to contribute to the company’s success.
Yairanisse Rivera is a Project Manager for DECA Analytics, where she focuses on structuring services, government incentives, and ongoing compliance, tracking progress of objectives in an effective manner by enhancing efficiency for each project. With over 15 years of experience administering areas like client relations, sales, legal, research & development, and grant incentives, Yairanisse brings extensive expertise to her role at DECA Analytics.
Miss Rivera started her career at IRISE, administering and keeping compliance of R&D projects with renowned companies like Lockheed Martin, NSF, NASA, among others. Yairanisse also served at the Puerto Rico Courthouse, being the point of contact between the public and the Judge and overseeing the process of confidential cases. In addition, she has worked at other tax consulting firms in management roles that supervised and directed client relations, sales process, and compliance.
Miss Rivera holds a Bachelor’s degree in Business Administration from the University of Puerto Rico, Mayagüez Campus. With her diverse experience and expertise, she continues to make a significant contribution to the success of DECA Analytics and its clients.
Rosendo Soto is a dedicated project manager with a unique blend of experiences in military service, education, and customer-focused industries. He began his career in sales and customer service, where he honed his communication skills and developed a keen understanding of client needs across diverse sectors.
Driven by a passion for service and a desire to challenge himself, Rosendo transitioned to the United States Air Force, where he served for 5 1/2 years as an F-35 crew chief. In this role, he demonstrated exceptional technical proficiency and leadership, ensuring the readiness and operational effectiveness of advanced aircraft systems. Simultaneously, he pursued higher education, embarking on a journey to earn a Master’s in Business Administration (MBA), which he is set to complete in 2025.
Rosendo’s commitment to excellence led him to take on additional responsibilities as a Debrief specialist, where he meticulously documented and presented crucial flight information to senior supervisors. His ability to analyze complex data and communicate effectively contributed significantly to mission success and operational efficiency.
Prior to his military service, Rosendo earned a Bachelor’s degree in Physical Education from the UPR in Mayagüez. His background as a PE teacher instilled in him a deep appreciation for teamwork, discipline, and personal development, qualities that continue to shape his approach to project management.
Currently, Rosendo leverages his diverse background and skills as a project manager, combining technical expertise from his military experience with strategic planning and interpersonal skills cultivated in customer-facing roles. He thrives in dynamic environments where collaboration and innovation are key to achieving project goals and exceeding expectations.
Sowmya Babu is an experienced accounting professional with extensive experience in audit and analytical services. Currently, she serves as an Audit Associate at DECA Analytics, specializing in financial analysis, Agreed Upon Procedure (“AUP”) audits, and data analysis. Her role is pivotal in enhancing the company’s auditing capabilities and ensuring meticulous financial assessment.
Mrs. Sowmya’s journey in the financial sector began at Deloitte & Touché, where she focused on testing financial line Items and Substantive Sections. Her expertise was further developed at PWC, applying GAAP in audits and refining audit methodologies. At Accenture Solutions, she contributed significantly to analysis of various expenses, Balance sheet Reconciliation and month end closing procedures.
Holding a Bachelor of Commerce from Mount Carmel College and progressing through Chartered Accountancy (CA) IPCC, Mrs. Sowmya’s educational background solidifies her expertise in financial principles.
In her current role at DECA Analytics, Ms. Babu’s comprehensive experience in auditing and financial analysis makes her an invaluable asset to the team, driving accuracy and efficiency in the company’s financial operations.
Adriana Pérez has dedicated her career to working with startups. After graduating from Marquette University, she joined the Venture for America fellowship, which led her to work at Wyzzer, a VC backed minority-founded startup in Kentucky. She then became the first employee at Hillman (now Lightship Capital), the Midwest’s first minority accelerator, supporting diverse founders.
Adriana earned an MBA from the Asia School of Business in Kuala Lumpur, in collaboration with MIT Sloan. After graduating, she returned to Puerto Rico to support local startups and drive economic development at Parallel18 under their venture capital arm.
Currently, Adriana is a representative at DECA Analytics, where she helps both foreign and local companies establish themselves and thrive in Puerto Rico.
Carlos Medina is a skilled and highly motivated Business Development Representative at DECA Analytics, LLC. With a proven track record in building and maintaining successful client relationships, Mr. Medina excels at identifying new business opportunities, developing strategic partnerships, and closing deals. Throughout his career, Mr. Medina has consistently exceeded sales targets and delivered exceptional customer service. He is an effective communicator, with the ability to articulate complex product features and benefits to clients and stakeholders alike.
In his current role at DECA Analytics, Mr. Medina has successfully generated new leads, nurtured existing relationships, and closed deals with high-profile clients. He is a collaborative team player who works closely with cross-functional teams to deliver on shared goals.
Mr. Medina is highly organized and detail-oriented, with a passion for staying up-to-date with industry trends and best practices. He holds a Bachelor’s degree in Business Administration and is proficient in CRM tools, sales methodologies, and data analysis. His commitment to excellence and his dedication to achieving outstanding results make him a valuable asset to DECA Analytics and its clients.
Daniela Gomez is a Sales Data Specialist at DECA Analytics, LLC. Fluent in both English and Spanish, Daniela brings extensive experience in business operations and client relations, excelling in data management, client engagement, and problem-solving. With exceptional adaptability and precision, Daniela ensures accurate data analysis and delivers top-notch data solutions.
Gabriela Hernández is the Legal Affairs Assistant at DECA Analytics, LLC. In this role, she leverages her skills in organization, public relations, and communication to facilitate efficient business operations and cultivate positive public relations.
Gabriela’s career began at the Office of Students with Functional Diversity where she served as a tutor and annotator, providing essential educational assistance to students with functional diversity. Gabriela later expanded her experience into media production, creating content for independent artists, producers, and companies.
She holds a Communications degree specializing in Journalism and Political Science from the Universidad de Puerto Rico Recinto de Rio Piedras. Her academic excellence has been recognized with numerous awards including the TJMax Youth Business Institute Scholarship granted for leadership, the Premio Conny Varela for high GPA, and admission to the University of Puerto Rico Recinto de Rio Piedras Honor Program.
Andrés Otálora is the Senior Tax Analyst where he is involved in corporate tax management, regulatory compliance, and risk management. He collaborates with cross-functional teams to optimize tax strategies, manage compliance for clients, and develop strategies for business optimization.
His professional career starts in one of the Big 4 in the tax area of Colombia, managing to work in different areas such as compliance, consulting, corporate reporting, transfer pricing, among others with different sectors of the economy such as retail, automotive, oil & gas, financial, etc. Later, he had the opportunity to work at IBM Colombia as a Tax Analyst, among his responsibilities were requests for favorable balances in direct and indirect taxes, compliance, corporate reports, consulting, etc.
In his last job experience prior to DECA Analytics, he was working in a shared services center for Diageo in Colombia, where he developed experience in taxes in different Latin American countries such as Colombia, Mexico, Panama, Costa Rica, Dominican Republic, Uruguay, Peru and Paraguay working with different stakeholders around the world. There he also had the opportunity to lead some process improvement projects for cost optimization in Tequila production, and a globally award-winning spin-off project in Mexico. Andrés has a degree in public accounting from the Pontificia Universidad Javeriana in Colombia and a Master of Business Administration (MBA) from the University of Barcelona in Spain. His strong experience in various tax processes and legislation to fortify DECA Analytics, LLC’s commitment to robust tax management and compliance. His extensive experience in international taxes and projects makes a great contribution to DECA Analytics to strengthen tax management and compliance.
Angelo Fernandez graduated from Universidad Dominicana O&M with a degree in Systems and Computer Engineering.
At DECA Analytics, Angelo is excited to bring his tech passion and dedication to excellence. Angelo continues to contribute to the team’s success and tackling new challenges in the field. Let’s make it possible!
Jordan Collins is a Renewable Energy Consultant at DECA Analytics, where he supports clients on complex renewable energy activities under Act 60. He specializes in structuring projects to maximize federal Investment Tax Credits (ITC) and Production Tax Credits (PTC), as well as navigating various local and federal renewable energy grants.
Jordan brings over 13 years of diverse experience in the energy sector, with a strong focus on renewable energy, energy storage, and onsite generation project development. Jordan has served as the General Counsel at Pangaea General Management, LLC, where he supported the development and decarbonization of digital currency data centers across the United States.
Additionally, as President of Tikkun Olam Energy, Jordan developed portfolio-level energy strategies and managed project development for real estate, commercial, industrial, and agricultural clients. His responsibilities included technical due diligence, financial modeling, rate analysis, vendor selection, procurement strategies, and project management.
Jordan’s legal and regulatory expertise was honed during his time at Mintz as Director of Government Relations and Attorney, where he represented energy utilities, renewable energy developers, and advanced manufacturing companies. He led the development of federal clean energy legislation and represented clients before various government bodies.
His career began as an Embedded Consultant at the U.S. Department of Energy, advising senior officials on legal, regulatory, and policy matters related to energy efficiency and renewable energy legislation.
Jordan’s prior experience also includes significant roles at Lineage Logistics and CalCom Energy, where he developed and managed large-scale solar and battery storage projects. At Lineage Logistics, he designed and executed a distributed energy resources (DER) strategy for a portfolio of facilities, integrating DER assets into corporate processes and energy management software. At CalCom Energy, he structured, negotiated, and closed project finance transactions for ground mount PV and BESS projects.
Jordan holds a J.D. in International Trade Law from South Texas College of Law Houston and a BSBA in International Business and History from UNC Kenan-Flagler Business School. His extensive experience in renewable energy strategy, project finance, and regulatory compliance makes him a key asset to DECA Analytics and its clients. Jordan is driven to decarbonize the economy and supports clients in achieving their renewable energy goals.
Guardin Sosa, Esq., is an Act 60 Consultant for DECA Analytics, where he provides clients expertise in optimizing tax efficiencies and financial incentives under Act No. 60-2019 (Incentives Code). Guardin’s responsibilities include overseeing the procurement, review, and revision of certifications required for drafting and filing Act No. 60-2019 applications. He also guides corporate governance matters, including the review and revision of corporate documents such as Organization and Formation Certificates, Bylaws, and Articles of Incorporation or Organization. Additionally, he oversees the registration processes with various Puerto Rico agencies, ensuring compliance and smooth operations, and procures necessary permits and licenses for business operations, including compliance with regulatory bodies such as CFSE and the Department of Labor and Human Relations.
In addition to managing a sole practice he also previously served as a Manager in DRIVEN’s Tax Advisory practice. With over 15 years of experience, his expertise lies in designing practical and tax-efficient structures to help clients achieve their goals in an evolving marketplace. His multi-industry experience spans Communications, Distribution, E-commerce, Education, Financial Services, Government, Healthcare, Insurance, Hospitality, Manufacturing, Natural Resources, Non-Profit, Real Estate, and Retail sectors.
In addition to preparing and reviewing incentives decree applications, Guardin has previously been involved in structuring mergers and acquisitions, preparing and filing tax returns, designing compensation plans for key executives, asset protection plans, tax accounting, and FIN 48 risk analysis. Early in his career, he worked in Assurance and Business Advisory practices, giving him a comprehensive operational vision for his clients beyond tax law theory.
Guardin is a member of the Puerto Rico Bar Association and has served on the Board of Directors for the Puerto Rican Notarial Institute. His extensive experience and dedication to optimizing tax strategies make him a valuable asset to DECA Analytics and its clients.
Lucas Limonta-Lausell, Esq., CPA, is the Managing Member of LS Law Solutions LLC and an Act 60 consultant at DECA Analytics. In his role at DECA, Lucas provides expertise in optimizing tax efficiencies and financial incentives under Act No. 60-2019 (Incentives Code) tailored to individual business needs. He oversees the procurement, review, and revision of certifications required for drafting and filing Act No. 60-2019 applications. Lucas also guides corporate governance matters, including the review and revision of corporate documents such as Organization and Formation Certificates, Bylaws, and Articles of Incorporation or Organization. Additionally, he oversees the registration processes with various Puerto Rico agencies, ensuring compliance and smooth operations, and procures necessary permits and licenses for business operations, including compliance with regulatory bodies such as CFSE and the Department of Labor and Human Resources.
Before founding LS Law Solutions LLC, Lucas was a Tax Department Associate at Bauzá Brau Irizarry Ojeda Silva, where he focused on tax strategies under Puerto Rico and Federal statutes for local and foreign corporations and individuals. His responsibilities included estate taxation, income tax, sales and use tax, and assisting U.S. residents in obtaining bona fide residency under USIRC Section 933. He represented clients before various Puerto Rican and U.S. tax authorities, including the Puerto Rico Department of Treasury and the Internal Revenue Service.
Lucas also worked at Morell Bauzá Cartagena & Dapena, LLC, where he advised on corporate restructuring, tax compliance, and the procurement of tax credits. He assisted clients with FATCA compliance, Offshore Voluntary Disclosure Program (OVDP) reporting, and securing private letter rulings from the Puerto Rico Department of Treasury.
His career began as a Consultant at GOAS PSC, where he worked with Puerto Rico government agencies on disbursement operations, contract compliance, and income tax return preparation. He also gained international experience as a Legal Department Intern at Citibank España, S.A. in Madrid, Spain, providing legal support to the retail banking division and managing the bank’s legal case reporting system.
Lucas holds a Juris Doctor degree from Interamerican University of Puerto Rico and a Bachelor of Business Administration with majors in accounting and finance from the University of Puerto Rico, Río Piedras Campus. He is a Certified Public Accountant and is admitted to practice law in Puerto Rico and the United States Tax Court. Lucas is proficient in both Spanish and English, enhancing his ability to serve a diverse client base effectively.
Tomás E. Colón Millán, Esq., is a Tourism & Hospitality Consultant at DECA Analytics, where he supports clients with structuring tourism projects for certification under Act 60 and advises on tourism and hospitality tax credits. His role involves ensuring that clients’ projects comply with regulatory requirements and benefit from available tax incentives.
Tomás brings a wealth of experience from a diverse career that spans roles in tax, investment banking, and legal practice. He began his career at Arthur Andersen & Co in the tax department, followed by a position at General Electric-Puerto Rico, where he managed a $600 million investment portfolio. He then joined Dean Witter Reynolds (now Morgan Stanley), where he became a Senior Vice President at the age of 24 and was recognized as a top fixed income producer.
In his legal practice, Tomás has developed a boutique firm specializing in tax credits and incentives, commercial transactions, business turnarounds, and entrepreneurial ventures. He has litigated in the Supreme Court and Appellate Court of Puerto Rico and provided due diligence and regulatory compliance in various fields.
Tomás holds a Juris Doctor degree from Interamerican University of Puerto Rico, where he graduated with honors, and a Bachelor’s degree in Accounting from the University of Puerto Rico. He is currently pursuing a Master’s in International Law, Foreign Trade, and International Relations from Instituto Superior de Derecho y Economía in Barcelona.
His extensive background in law, finance, and tax, combined with his strategic insights into tourism and hospitality projects, make him a key asset to DECA Analytics and its clients. Tomás is fluent in both Spanish and English, allowing him to effectively serve a diverse client base.
Michelle Muñiz Rodríguez, CPA, Esq., is a Tax Consultant at DECA Analytics, where she specializes in complex local tax issues and strategy consulting to help clients optimize their Puerto Rico operations. She is an expert in performing specialized tax credit audits required for various certifications, ensuring compliance and maximizing tax benefits for DECA clients.
Michelle brings over 15 years of experience in public accounting, with a strong background in auditing, tax preparation, and financial planning. As a Manager at Falcon Davila & Co., she handles accounting, audit, tax, and business advisory services. She brings significant experience in preparing financial statements, tax planning for individuals and corporations, and evaluating the tax impact of new legislation.
Previously, Michelle served as an Audit Manager at RSM Puerto Rico, where she designed audit strategies, planned and executed audits, and provided training and guidance to audit teams. Her experience includes overseeing audits of financial statements for private businesses across various industries, ensuring compliance with the AICPA peer review program.
As the Managing Partner at Muñiz Rodríguez & Co., she led the firm’s accounting, audit, and tax services, including financial statement preparation, tax planning, and compliance consulting. Michelle also played a key role in implementing monthly general ledger closings and financial projections for clients.
Her career began at PricewaterhouseCoopers, LLP, where she progressed from Staff Auditor to Senior Associate. At PwC, she audited financial statements for large public and private businesses, managed engagement planning and budgeting, and participated in SOX 404 design and testing.
Michelle holds a Juris Doctor degree, an MBA in International Business, and a BBA with a major in Accounting, all from the University of Puerto Rico, San Juan. She is completely bilingual in English and Spanish, enhancing her ability to serve a diverse client base effectively.
Her extensive experience in tax consulting, auditing, and financial planning, combined with her legal expertise, make Michelle an invaluable asset to DECA Analytics and its clients.
Robert Christian is a Technology Consultant & Principal Software Engineer for DECA Analytics. He leads product development initiatives and manages a team of external software engineers. Robert’s role encompasses technology transformation initiatives and the development of DECA’s proprietary AI software platform for Puerto Rico’s incentives.
Robert brings extensive experience in AI-driven application development, blockchain, and digital transformation. He is the Founder & CEO of DRM3 Labs, where he focuses on improving data monetization practices and transparency in the data trade. As a Founding Principal at 7Sigma, Robert specializes in AI-driven application development, blockchain, and digital, offering comprehensive CTO & CPO services, guiding product development, and driving Web3 and AI initiatives.
At OpenText, Robert served as a Senior Principal Product Manager, leading the end-to-end go-to-market strategy for the Application-to-Application Integration Portfolio. He coordinated cross-functional teams across multiple continents and developed product roadmaps to support data and message exchange solutions.
Previously, at Liaison Technologies, Robert held various roles including Technical Director of Product Management and Director of Platform Architecture. He led platform-wide initiatives covering data center redundancy, security, capacity, performance, reliability, compliance, and automation. He was instrumental in building a unified platform strategy and managing teams across the Americas, Europe, and India.
Robert began his career as a Software Engineer, developing SaaS-based Point-of-Sale solutions and supporting systems for universities and large theme parks. His expertise includes a wide range of technologies such as TypeScript, React, Langchain for LLM integration, and Cloud Architectures.
Robert holds a B.A. in Economics and Computer Science from the University of California San Diego. His extensive experience in software engineering, product management, and technology transformation initiatives makes him a key asset to DECA Analytics and its clients. Robert is dedicated to driving technological innovation and optimizing the AI software platform for Puerto Rico’s incentives.
Iselle M. Coronado Torres, CPA, Esq., LL.M., is an International Tax Consultant at DECA Analytics, where she provides expert guidance on international tax implications and the development of strategies to ensure multi-jurisdictional compliance for clients operating in Puerto Rico. Her role involves spearheading tax planning and structuring for businesses, managing cross-border transactions, and ensuring adherence to global tax regulations.
In addition to her solo practice, Iselle has worked as a Senior Tax Associate at KPMG, LLP, where she prepared and reviewed Puerto Rico tax returns, assisted with effective tax planning for foreign corporations, and negotiated tax deficiencies and closing agreements with the PR Tax Authorities. She also participated in the supervision and management of tax professionals during the tax busy season.
At Fiddler, Gonzalez & Rodriguez, P.S.C., Iselle assisted in drafting and negotiating tax grants, closing agreements, and ruling requests. She was involved in successful negotiations for tax incentives under various acts and managed tax registrations and compliance for clients.
Iselle’s career also includes a role at McConell Valdes, LLC, where she assisted with ruling requests, tax memorandums, and closing agreements. She successfully negotiated sales and use tax matters and resolved tax audits with the Puerto Rico Treasury Department.
Her professional journey began at PricewaterhouseCoopers, LLP, where she prepared and reviewed Puerto Rico tax returns and participated in tax planning and compliance for multinational corporations. She supervised tax professionals and conducted research on various tax matters, including excise taxes, corporate reorganizations, and R&D tax credits.
Iselle holds an Executive Master of Laws in Taxation and a Certificate in International Taxation from Georgetown University Law Center, a Juris Doctor degree from the University of Puerto Rico Law Center, and a Bachelor’s degree in Business Administration with a major in Accounting from the University of Puerto Rico. She is a Certified Public Accountant and is admitted to practice law and as a notary public in Puerto Rico.
Her broad experience and expertise in international tax, corporate tax planning, and compliance make her an invaluable asset to DECA Analytics and its clients. Iselle is fluent in both English and Spanish, enhancing her ability to navigate complex tax regulations and provide comprehensive guidance to a diverse client base.
