Strategy consulting for Family Business/ Family Office

Designed the strategic plan for an Oil & Gas Company in Puerto Rico.Developed the segmentation of service stations (350 stations). Developed initiatives per cluster of service stations and implementation plan to deliver sustainable performance in selected service stations.Business Cases: Ranked initiatives by size of the price, doability/risk profile.Defined implementation plan for selected initiatives.Output: Strategic and implementation Plan of 11 initiatives with estimated GM contribution, timing plan and probability of success Designed and implemented the retail branch network optimization plan as part of a restructuring program for a leading bank in Spain. Output: Plan to reduce 10% branch network (50 branches in Spain), maintaining the customer satisfaction in that trading areas.

PMO to implement the commercial and digital transformation plan of a leading bank in Spain: work plan formulation of sixty projects with line function areas, project budgeting, monitoring and reporting.

Benchmark and market research of potential companies to be acquired.Project business plans and financial modelling Propose business models optimizations and synergies (Licenses, Maintenance, Services)

I acquired a priceless knowledge in terms of understanding all departments of the branch and the general strategy of the whole bank. I also built up strong skills in terms of client facing and customer relationship.- Kept detailed records of important conferences such as board meetings and committee meetings.- Looked for potential clients and sent corporate information to propose them join the bank.- Trained and supervised interns while they were doing their tasks.- Add new clients in BS Online as well as solve problems and providing tech support.- Respond to routine and non-routine questions regarding the BS website.- Answered and initiated calls, took and reported messages received visitors and directed them wherever required.- Making international transfers, exchange rates, - Customer Services:being the intermediate betwen spanish and english customers handling issue like commercial banking, risk analysis, online banking, the opening of accounts.