Daniel Romero Email & Phone Number

San Diego County, California, United States

San Diego County, California, United States

Greater San Diego Area

LFB Ventures, Inc. (“LFB”) is a San Diego-based, privately capitalized lender, offering its clients a direct source of capital through its diversified lending platform. In addition to lending, LFB offers capital advisory and investment sales services on commercial and residential assets throughout the U.S.LFB’s clients include investors, owners.

Greater San Diego Area

• Developed continuous improvement tools capable of analyzing existing strategy, identifying opportunities for improvement and ensuring strategic alignment of future initiatives
• Advised owners in the development of onboarding strategy and learning and development collateral emphasizing organizations’ differentiators and culture
• Extracted data from multiple ERP platforms into Excel for synthesizing and analysis, aimed at measuring operational and financial impact of existing and proposed initiatives
• Established financial analysis programs to include regular review of financial performance against prior periods and industry standards as well as scheduled and ad hoc pro-forma projections

Poway

• Conducted continuous analyses through ongoing competitive market analysis, root-cause-analysis, benchmarking and establishment of KPIs
• Translated findings from ongoing analyses into strategically-aligned and actionable initiatives
• Increased revenue by 8 - 15% year-over-year in each location by working directly with location managers to ensure understanding of operating model, training program objectives and all improvement initiatives
• Led development of onboarding and training programs for all positions, building operational competencies and understanding of business model through field-and-forum model
• Doubled organization’s average employee tenure through the development and implementation of standardized, platform based training programs tailored to each location

Poway, CA

• Grew revenue by 14% through implementation and ongoing analysis of a redesigned business and service model
• Mapped customer experience, identifying touch points where team could effectively build understanding of and appreciation for brand and menu
• Built organization’s first financial analysis program conducting regular vertical and horizontal analysis
• Led analysis, vendor engagement, and post-purchase customization of point-of-sale systems to align with organization’s operational and reporting needs
• Decreased front-of-house labor by 4% by standardizing, documenting and implementing procedures for opening, closing, and ongoing operations within daily, weekly and monthly schedules

Poway, CA

• Through highly interactive and informative service, grew check average by over 20% YOY.

• Intern Fall 2014National MS Society, San Diego, CA
• Developed project-formatted campaign for key strategic growth objective.
• Augmented and restructured fundraising program.
• Audited and standardized existing support materials packages and processes across 39 regional chapters, reducing time to build campaign from twelve weeks to six weeks.MBA Student Consulting Project.
• Measured Hewlett-Packard’s brand recognition and equity within the college demographic.
• Recommended methods for understanding shifts in consumer behavior in private printing to senior management.

Greater San Diego Area

• Analyzed new agent two-year performance, built structured training program and written training materials collateral developing understanding of market conditions, legal documentation, and client engagement, decreasing.
• Initiated client data collection process for new clients. Focused on understanding immediate and long-term needs client needs, reducing period between first meeting and escrow opening by three weeks
• Built process and spreadsheet for maintaining market information in geographies serviced

Greater San Diego Area

Master Of Business Administration (Mba), Entrepreneurship/Entrepreneurial Studies

Activities and Societies: San Diego State College of Business Toastmasters Program

B.A., English

Education record