Jaime Limón

What brought you to do this work – your why / your values?

As a first-generation Latino professional, I have always been deeply passionate about closing the wealth gap and supporting underserved communities. Throughout my career, I noticed a recurring theme: hardworking small business owners and startup founders were often one bad quarter away from a cash crisis simply because they were flying blind financially. I realized that access to capital is only half the battle; the other half is capital readiness and financial literacy. I am drawn to this work because I want to bring institutional, CFO-grade financial intelligence to the community businesses that traditional private equity and commercial banks typically overlook. My ultimate value is bridging the gap between rigorous corporate finance and local economic empowerment.

What should someone know about you?

I am a true “Investor-Operator.” I do not just sit behind a spreadsheet; I build systems and solve operational bottlenecks. Because I am fully bilingual in English and Spanish, I can sit at the table with both institutional executives and local, non-technical business owners, translating complex financial models into clear, actionable advice. I am a builder at heart—whether that means engineering a regional deal pipeline from scratch or deploying modern tech workflows to eliminate back-office friction. I bring a founder-level ownership mentality to everything I do, meaning I am highly comfortable rolling up my sleeves to stand up a new practice from the ground up.

What professional experiences help you thrive in your work with NSIA? 

My background uniquely bridges corporate development, institutional investing, and fractional CFO execution. Most recently, in Corporate Development at Swank Construction, I led financial modeling and operational due diligence for mid-market M&A targets and successfully secured $150K in non-dilutive grant capital. Through my own practice, Limón Advisory, I actively serve as a fractional CFO for small businesses, delivering cash flow forecasting, unit economics reviews, and investor-ready pitch materials. This analytical foundation is built on over seven years of driving sales and operations at Nestlé USA and CPG companies.