Strategic executive with over 20 years of leadership in business development, sales, and marketing across global markets. Expertise in driving revenue growth, securing key accounts, and optimizing distribution channels. Focused on developing and executing business plans that enhance brand awareness and operational efficiency while ensuring profitability.
Work History
Strategic Wealth Management Advisor
1 Year 6 Months
Guardian/Park Avenue Securities | 01.2025 - Current
Collaborate with individuals, businesses, families etc. providing them with assessments and tools to maximize their wealth growth and well-being.
Developed customized financial plans aligning with client goals and risk tolerance.
Cultivated long-term relationships with clients to enhance retention and satisfaction.
Conducted comprehensive market analysis to identify investment opportunities for diverse portfolios.
Business Development Consultant
6 Months
Helvex USA | 07.2024 - 01.2025
Developed a comprehensive business strategy to strengthen brand awareness, drive sales growth, and improve operational efficiency for Helvex's U.S. market. Provided financial projections and strategic recommendations to the CEO and Board of Directors. Created and implemented policies and procedures to enhance operational effectiveness.
Developed and implemented business plan to achieve financial break-even by 2025, incorporating cost reduction strategies for product sourcing, logistics, and operations.
Designed and presented a five-year strategic growth plan, which was approved by the Board of Directors.
Strengthened operational structure by establishing standardized policies and procedures for USA division, enhancing consistency and effectiveness.
(Manufacturer of Bathroom and Kitchen fixtures for Residential and Commercial applications)
Retail Sales Representative
11 Months
Advantage Solutions – Mars | 08.2023 - 07.2024
Managed relationships with key decision-makers across multiple retail stores to enhance brand visibility and drive product sales through strategic product availability, negotiated placements, and optimized merchandising strategies aligned with client objectives.
Expanded front-end and main aisle product placements, significantly increasing brand visibility and driving sales growth.
Cultivated partnerships with store managers and regional teams to execute targeted in-store marketing initiatives.
(Sales and distribution of confectionery, snack, and pet food products)
Business Development Advisor & Instructor
13 Years 3 Months
Solutions House | 08.2010 - 11.2023
Developed business expansion strategies for clients targeting U.S., Latin America, Caribbean markets. Designed and facilitated finance and organizational development training programs, aligning client capabilities with market opportunities.
Created and executed market entry strategies, strengthening regional presence and competitive positioning for clients.
Conducted executive training programs for companies like AstraZeneca and Kansas City Railroad, advancing leadership and financial management skills among senior executives.
(Business Consulting offering finance and organizational development strategies)
Financial & Business Development Advisor
8 Months
DFF International | 10.2022 - 06.2023
Led efforts to establish strategic partnership between DFF International and La Normandise, a French wet pet food manufacturer, developing financial projections and securing retail partnerships with leading pet stores and wholesalers.
Secured nationwide distribution for Plaisir Wet Pet Food in all Petco Mexico and Pet City locations.
Attracted investors to fund company expansion, supporting sustainable growth.
Managed import and export logistics for pet food products.
Country Manager
3 Years 4 Months
Sikar Global Distribution | 06.2019 - 10.2022
Led market entry strategy for U.S.-manufactured cigarette brand and Mexico-produced coffee, establishing distribution networks and navigating regulatory approvals to ensure successful product launch.
Secured agreements with eight major distributors, placing products in over 200,000 retail stores.
Launched new products in August 2022 by overcoming complex import regulations and securing governmental permits, facilitating timely market entry.
Managed import and export processes for coffee and tobacco, ensuring compliance with international trade regulations.
Commercial Director
2 Years 5 Months
Distribuciones Latin America | 01.2017 - 06.2019
Managed distribution of consumer goods across multiple locations
Developed and implemented strategic sales initiatives to enhance market presence across Latin America.
Analyzed market trends to identify growth opportunities, optimizing product offerings and pricing strategies.
Led cross-functional teams in executing commercial strategies, improving collaboration and operational efficiency.
Business Development Director
2 Years
Grupo Castro | 12.2014 - 12.2016
(Real estate, Higher Education, Logistics, Sales and distribution)
Developed and implemented strategic partnerships to expand market presence and drive revenue growth.
Led cross-functional teams to identify business opportunities and streamline operational processes.
Analyzed market trends to inform product development and competitive positioning strategies.
Education
Certificate - Executive Program- Virginia International Finance
Darden Business School | Richmond
Associate of Computer Science Degree - Florida
Miami Dale Community College | Miami
Skills
Sales strategy
Account management
Wealth Management Strategy
Financial acumen
Client Relationship Management
Negotiation skills
Operational efficiency
Organizational development
Investment Portfolio Management
Wealth management strategies
Certification
ChFC - Chartered Financial Consultant
Licensed AIRPLANE PILOT
AWARDS
Phillip Morris Int, President’s Award Recipient, Multinational Task Force Leader, Solutions House Instructor LATAM, Finance and Organizational Development Facilitator
Languages
English
Spanish
Native or Bilingual
Timeline
Strategic Wealth Management Advisor
Guardian/Park Avenue Securities
01.2025 - CurrentRead More
Business Development Consultant
Helvex USA
07.2024 - 01.2025Read More
Retail Sales Representative
Advantage Solutions – Mars
08.2023 - 07.2024Read More
Financial & Business Development Advisor
DFF International
10.2022 - 06.2023Read More
Country Manager
Sikar Global Distribution
06.2019 - 10.2022Read More
Commercial Director
Distribuciones Latin America
01.2017 - 06.2019Read More
Business Development Director
Grupo Castro
12.2014 - 12.2016Read More
Business Development Advisor & Instructor
Solutions House
08.2010 - 11.2023Read More
Miami Dale Community College
Associate of Computer Science Degree from Florida
Read More
Darden Business School
Certificate from Executive Program- Virginia International Finance