● Serve as lead strategy consultant for 30+ multi-business companies, achieving strong Net Promoter Score (NPS) of 90 by consistently generating outstanding client results.
● Drive revenue growth with over 10% CAGR for clients and improve EBITDA margins.
● Led strategic project for a F100 company to transition over 5M customers to better
coverage while generating higher margins and up to $240M in incremental profit.
● Developed a material handling model to drive cost savings of up to $9M for Office Depot.
● Undertook thorough market analysis and white space exploration to craft a business strategy aimed at propelling franchise growth and doubling revenue to $400M.
○ Identified adjacent markets, untapped customers, and top cities for expansion.
● Revitalized market position of a packaging producer facing revenue & profit declines:
○ Revenue doubled to $16M and EBITDA grew from $850k to $3.2M in 5 years.
○ Reduced revenue concentration from top 5 clients, from 85% to 17%.

● Consulted on 15 projects for Private Equity (PE) funds, spanning pre-buy market diligence, post-close value creation, and sell-side market diligence.
● Guided and developed junior analysts throughout during projects, accelerating learning and paving the way for multiple analysts to rise as top performers within the firm.
● Conducted a sell-side diligence for an in-store bakery dessert producer highlighting white space growth opportunity and highest velocity in the category to maximize exit value.
● Led market diligence for a fund considering a Group Purchasing Organization acquisition,
prompting renegotiation of deal amid challenging industry dynamics and company risks.
● Performed market diligence for a fund exploring acquisitions in the pallet industry,
confirming deal viability, and crafting strategies for organic and inorganic (M&A) growth.
● Pioneered a Business Process Outsourcing operation in Colombia,
assembling a team of 10+ analysts to streamline back-office for PE firms.

● Drove strategy projects with executive teams of corporations with revenue over $1B.

● Oversaw operations and contributed to expanding client portfolio beyond Colombia into
Panama and Ecuador, generating 25% of incremental net profit during the first year.

● Developed international strategy for leading bank in Latin America unlocking growth:
○ Aligned offshore offerings ensuring cohesive business units to service clients.
○ Identified $1B revenue potential in untapped customer segment and devised Go-
To-Market (GTM) strategy to capture value.

● Developed international growth strategy for leading fruit company in Latin America:
○ Prioritized core fruit sales in Europe for higher margins, reducing exposure in the US due to fierce competition from Central American firms with cost advantage.
○ Identified and leveraged high-margin potential of secondary fruit sales in US
Hispanic communities through specialized grocery stores.

● Oversaw UBS operations in Panama, with $4B in Assets Under Management (AuM) and
65 employees, while developing strategy for Latin America excluding Brazil and Mexico.

● Achieved 60% increase in AuM from $2.5B to $4B within two years by implementing
regional strategy, integrating the Bahamas office, and expanding into institutional clients.

● Doubled client acquisition time for Relationship Managers by leading segmentation efforts
and reducing total accounts by 50% through closure or transfer of small accounts.

● Boosted employee satisfaction by 40% through creation and leadership of a committee
that fostered open dialogue to address organizational and team concerns.

Identified operational problems by observing and studying functioning and performance of systems.

Contributed to two most profitable years of company's history during financial crisis by streamlining box line operation:

● Increased output by 8% by alternating operators’ breaks.
● Reduced accumulated inventory of rejected coils by 60%.
● Slashed packaging costs by 12% by negotiating better deals with suppliers.