Patrick Walters Email & Phone Number

Chicago, Illinois, United States

Lenexa, Kansas, US

• Implemented category growth strategies to hit quarterly and annual objectives for the Hostess brand portfolio in the American and Canadian Grocery Channels.
• Conducted market analysis, identified growth opportunities, and collaborated with internal teams to achieve and adjust objectives for business success.
• Utilized syndicated data sources (Nielsen, IRI, Retailer-Specific POS/Loyalty Card Data) to analyze customer behavior and market trends, in order to pinpointed opportunities and developed data-driven solutions..
• Identified and resolved category led shopper challenges by developing insight-based solutions and spearheading their implementation, enhancing customer satisfaction and brand loyalty.

Amsterdam, NL

• Pioneered the Category Development & Chain Management hybrid role at Heineken USA, laying the groundwork for additional hybrid roles throughout the organization.
• Exceeded annual revenue targets by 7.5%, generating over $10M in revenue.
• Strategically secured over 400 new points of distribution across regional chains through strategic new item sell-in and joint business planning (JBP).
• Empowered local sales teams and distributor partners with comprehensive chain-specific selling tools, enabling the strategic delivery of actionable insights at the retail level.
• Developed and communicated a dynamic retail pricing strategy, fueling sales and revenue growth while maintaining competitive positioning in the dynamic beer industry.
• Collaborated with the commercial marketing team to conduct comprehensive post-promotional analysis, driving enhanced understanding of ROI, incremental volume, and opportunities for program optimization.

Amsterdam, NL

• Developed and implemented the on-premise category development strategy for Heineken USA.
• Consulted and advised on category strategy through assortment planning for 50+ national retail customers in order to drive revenue growth.
• Spearheaded partnership between HUSA and BeerBoard Integrated Draft Management Platform to leverage industry-leading insights at a national, regional, state, and retail level.
• Worked cross functionally with various HUSA departments to provide comprehensive, shopper-first insights and recommendations for our retail customers.
• Created Draught Optimization Tool by consolidating various third party data providers into one user-friendly platform to be leveraged by entire Heineken Sales force.

St. Louis, MO, US

• Advised top on-premise concessionaire on brand assortment optimization, pricing, and placement for their beer category.
• Managed season planning and market deep dives for over 130 venues across the nation.
• Streamlined season planning process to reduce turn around from two months to two weeks
• Consolidated various syndicated data platforms in order to identify growth opportunities within a given market, state, or region.
• Cultivated beer market dashboards across 50+ DMAs using IRI, Nielsen CGA, and Guestmetrics platforms.
• Created theoretical profit calculator to estimate potential revenue, cost of sales, and margin growth within venues.

St. Louis, MO, US

• Built AB brand sell stories for NRS On-Premise Chains, both nationally and regionally.
• Created a tap-tracking tool for brand visibility at the retail, wholesaler, and DP level.
• Supported regional sales director and key account managers with sales execution.
• Managed and lead bi-weekly team meetings with region 3 SD and KAMs.
• Developed assortment recommendations for largest NRS on-premise chain.
• Cultivated chain, retail, and decision point performance analysis in Business Objects platform.

Chicago, IL, US

• Completed account reconciliations on a daily, monthly, quarterly, and annual basis
• Compiled proxy reporting and executed proxy voting rights through ISS Proxy Exchange
• Developed and distributed monthly composite reports in accordance with GIPS
• Addressed various account inquiries through multiple custodians
• Managed account cash flows, billing analysis, and NAV analysis
• Controlled daily performance analysis for over 150 clients and $25 Billion in assets

New York, NY, US

• Worked closely with Senior VP of Investments
• Reconciled transactions on a daily basis
• Prepared various analyses of client’s portfolio returns, holdings, and values
• Developed Microsoft Excel spreadsheets of client’s fixed and variable annuity holdings
• Conducted conference calls between clients and annuity issuers
• Participated in morning meetings with Financial Advisors to discuss overnight events and trading strategies