• Spearheaded cross-functional collaboration with VPs, Directors, General Manager, Operations Manager, and Heads of Department to enhance communication and teamwork, resulting in a 93% increase in agility. • Led initiatives focused on Integrity, Consistency, Trust, and Teamwork, achieving a record guest experience score of 88.24%.• Drove 440+% efficiency for the loyalty program enrollment through targeted sales and marketing strategies month over month.• Received monthly Operational and Commercial Excellence awards, being #1 in all metrics and driving up KPIs.• Acted as a trusted advisor to the leadership team, implementing data-driven changes to improve guest experiences. • Consistently received monthly Operational and Commercial Excellence awards, leading in all metrics and driving key performance indicators (KPIs) to new heights. • Utilized project management skills to coordinate efforts across departments, ensuring seamless execution of strategies and initiatives with a focus on repeat sales and increased top-of-line numbers• Committed to increasing brand loyalty and enrollment by cultivating customer relationships. "Manager Carlos was incredibly welcoming, caring, and present. A truly special man."

Sales, New technologies, software, and people connection.

• Collaborated with 12 top internal leaders, "The Leadership Team," to deliver optimal solutions, products, and services to customers, organizations, and employees while aligning with CVS Health's purpose, strategy, values, and goals.• Boosted operational productivity by 85% to 100% by leveraging automation, standardization, and accountability.• Accelerated closing rate by nearly 80% of goal, to 100% of plan, week after week on all revenue generating targets, through dramatic improvement in lead qualification process while cross- and up-selling using level 10 customer service to earn trust.• Led cross-functional collaborative team to spearhead streamlined commercial strategies, enhance operational efficiency by 85%, leverage automation and standardization

• Collaborated with CEO to implement Operations Management System (EOS®), including 6 key business components: Vision, People, Data, Issues, Process, and Traction®, driving employee engagement and cross-functional team success.• Second in command of the CEO, leading all departments in the organization, including sales, marketing, technical, and consulting teams. • Strategically positioned the organization for sale by growing revenue (by 600%), targeting diverse market segments, exploring new distribution channels, and emphasizing the value proposition to enhance the sales pipeline and funnel, ultimately driving business growth. • Dramatically boosted business cash flow by 98% by implementing business systems, revitalizing sales methods, refining marketing processes, and adopting effective growth strategies.• Partnered with 1.5K small- and mid-sized organizations in different industries to assess their needs and develop strategic, tailored solutions.

• Strategy for sustainable growth. Mentored the team on how to use KPIs to drive up sales and marketing goals.• Business, sales, and marketing plan direction for stakeholders weekly brief.• Talent Recruiting for growth. Team accountability.

• Spearheaded initiatives to coach team members, develop tailored market sector profiles, and utilize strategic tools, significantly boosting brand recognition and expanding the asset portfolio through organic growth and word-of-mouth.• Increased Advisor productivity by 78% by driving software augmentation to support 1.2K advisors to rapidly create proactive financial plans for 1,200 clients utilizing data from 5 sources.• Directed a technical sales team of 8, consistently surpassing quarterly and annual sales goals by 20%, contributing significantly to revenue growth.• Streamlined operations and sales processes to boost advisor productivity by 78%, enabling the rapid creation of proactive financial plans and enhancing client engagement.• Led on-premises and remote teams of 33 employees and administered 100+ firms, including $1B+ in assets under advisement (AUM), while continuously advancing financial planning workflows to achieve aggressive budget and P&L targets to achieve 80% increased productivity.

• Recruited, trained, and built a high-performing team 40 by aligning business strategies with market demand and executing winning sales strategies, resulting in 99% organizational growth.• Identified opportunities to reduce costs without sacrificing quality and customer service, optimizing resource allocation, such as reducing time to create financial plans by 80% (12.8K minutes annually) allowing financial planners to do more complex tasks that add value and revenue.• Managed a $1M budget to move product from development to beta to enterprise-level solution and position product for acquisition.