CARLOS OLIVERA
Fort Lauderdale,FL
Summary
Insightful and highly skilled professional with a record of success in identifying and inducing business infrastructure/solutions to propel overall business growth. With several years of unparalleled training in customer service, administration, sales, and business development. Consistently delivered outstanding sales and market share growth. Demonstrated ability to build collaborative relationships, lead high-performing sales teams, and manage business-critical and sales-related tasks to improve profitability. Proven track record in driving strategic and operational activities, including leading a restaurant operating and development company from start-up to $24MM in revenues in 9 years. Proficient in English and Spanish with excellent communication skills, I excel in developing continuous improvements and staying updated on industry trends.
Overview
33
33
years of professional experience
1
1
Certification
Work History
SE Florida Branch Manager
PRISM SPECIALTIES
Fort Lauderdale, FL
10.2023 - Current
- Leveraged cold calling, in-person visits and referrals to build leads within the specialty restoration industry
- Leveraged FL all-lines adjuster certification with specialty restoration industry (electronics & appliances, art & collectibles, textiles & soft goods, and documents & data recovery) to provide expert knowledge and advice to better service our clients
- Maintained open and ongoing communication with clients to meet and exceed customer expectations, and become a reference for them
- Determined business development opportunities and implemented effective strategy for client acquisition, along with territory analysis and management
- Led programs to solve strategic growth questions for business and the establishment of a new branch within the territory
- Provided training to sales staff on effective communication techniques when dealing with clients
- Prepared reports on sales performance metrics such as revenue growth rate, conversion rates and lead-to-customer ratios
Operating Partner
GOLDEN RULE TECHNOLOGIES, LLC
San Juan, PR
08.2020 - 07.2023
- Represented best-in-class manufacturers of accessibility and mobility solutions
- Demonstrate outstanding experience working with long and complicated sales cycles, while providing outstanding customer service
- Established successful collaborations with architectural firms, home developers and general contractors, positioning ourselves as the resource for ADA compliant questions and solutions providers
- Successfully closed over $350,000 in sales in the first year of operations.
Director of Business Development & Operations
101MOBILITY - CENTRAL FLORIDA, PUERTO RICO AND USVI
San Juan, PR
01.2013 - 01.2020
- Guided the successful development and growth of the team, brand and services through one of the most demanding accessibility and mobility markets in the US; Central Florida, Puerto Rico and USVI
- Offered over 300 accessibility and mobility solutions for federal agencies (mainly VA and FEMA with excellent past performance and reputation), commercial, and residential markets
- Developed 2 offices within the assigned territory with their respective teams and support structure for the efficient delivery of the business model
- Proficient in highly specialized accessibility, mobility and healthcare facilities regulations, codes, and standards such as: Americans with Disabilities Act, Fair Housing Amendments Act, International Building Code, Uniform Federal Accessibility Standards, OSHA's Safe Patient Handling regulations
Chief Operating Officer
THE CARIBBEAN INVESTMENT GROUP, CORP
San Juan, PR
01.1998 - 01.2012
- Developed a successful restaurant operating and development company from start-up to $24MM in revenues in 9 years under the Uno Chicago Grill and Fuddruckers brands with 12 locations in Puerto Rico and Florida
- Successfully and enthusiastically managed over 500 associates with an amazing company culture
- Developed an agile and performance-oriented support center with five units; operations, HR, marketing, training, and purchasing departments
- Successfully negotiated all major contracts, from leasing to supply chain, and complex financial and banking transactions
- Franchisee of the Year recipients on multiple occasions for both brands
- Developed, from our purchasing unit, a foodservice distribution company that in four years grew to 12MM in revenues. The company was then sold to the largest foodservice distributor in the market.
Corporate Banking Officer - Structure Finance Division
SANTANDER BANK
San Juan, PR
01.1993 - 01.1998
- Managed a loan portfolio of corporate and institutional clients
- Conducted regular meetings and interviews with senior management teams to understand their financial requirements and needs
- Advised clients on commercial transactions, mergers and acquisitions, based on our financial analysis
- Assisted clients with structuring their business in order to attain year over year profitability and growth
- Negotiated credit terms and financial covenants on loan agreements
- Prepared and presented recommendations for the approval or not of the Credit Committee
- Reported directly to Chief Lending Officer and was responsible of defending the analysis and recommendations for approval at the Board of Directors Credit Committee.
Financial Analyst
ECONOMIC DEVELOPMENT BANK OF PUERTO RICO
San Juan, PR
01.1991 - 01.1993
- Evaluated commercial business proposals and plans for different industry sectors
- Performed financial analysis
- Prepared financial models and forecasts, including variance and sensitivity analysis to identify trends and opportunities
- Prepared reports and recommendations to the Senior Lending Officer.
Education
Double Major - Accounting and Finance -
THE AMERICAN UNIVERSITY
Washington, DC01-1992
Skills
- Motivation, team building and retention
- Financial analysis
- Discretion
- Collaborative in nature
- Leadership and training
- Project management
- Experienced in due diligence, negotiations and financial structuring
- Operational Excellence
- Environmental, Health & Safety
- Multi-task/problem solving
Affiliations
- Young Presidents Organization - YPO (2009 - 2012)
- National Association of Home Builders
- Advisory Board Member for Uno Chicago Grill Restaurants - Boston, MA (2006-2009)
- Advisory Board Member for Fuddruckers Restaurants - Austin, TX (1999-2005)
- Board Member for Memorial Capital, Corp. - San Juan, PR (2005-2010)
- Advisory Board Member for FEMA - Disability Integration Division - Hurricane Maria Recovery Mission (2017 - 2018)
Certification
- Certified Aging-in Place Specialist - 2015
- Certified Home Assessment and Modification Professional - 2016
- Certified Safe Patient Handling Associate - 2017
- Florida All-lines Certified Claims Adjuster - 2023
Timeline
SE Florida Branch Manager
PRISM SPECIALTIES
10.2023 - Current
Operating Partner
GOLDEN RULE TECHNOLOGIES, LLC
08.2020 - 07.2023
Director of Business Development & Operations
101MOBILITY - CENTRAL FLORIDA, PUERTO RICO AND USVI
01.2013 - 01.2020
Chief Operating Officer
THE CARIBBEAN INVESTMENT GROUP, CORP
01.1998 - 01.2012
Corporate Banking Officer - Structure Finance Division
SANTANDER BANK
01.1993 - 01.1998
Financial Analyst
ECONOMIC DEVELOPMENT BANK OF PUERTO RICO
01.1991 - 01.1993
Double Major - Accounting and Finance -
THE AMERICAN UNIVERSITY
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