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. Monitored and adjusted strategies to continuously enhance brand growth and integration.• 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