Roberto G.

Roberto G. Email and Phone Number

Versatile executive supporting C-suite with implementation of strategic initiatives. Tech savvy former Co-founder with strong Financial acumen and Product Development skills. @ Dr. Simi
Roberto G.'s Location
Austin, Texas Metropolitan Area, United States
About Roberto G.

With a knack for seamless cross-functional collaboration, adept change management, and harnessing data-driven insights to guide strategic decisions, I bring a proven track record of driving business initiatives from conception to realization. I excel in orchestrating revenue expansion through diversification, enhancing operational efficiency, and heightening customer satisfaction. Skillfully steering top-performing cross-functional teams, I nurture a culture of proactive collaboration and craft competitive and innovative strategies through comprehensive market research. I proficiently assess market landscapes, pinpointing growth avenues, and creating compelling business propositions leveraging existing resources, minimizing capital requirements and seizing the most lucrative opportunities. I am primed to drive impactful outcomes in any dynamic environment.

Roberto G.'s Current Company Details
Dr. Simi

Dr. Simi

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Versatile executive supporting C-suite with implementation of strategic initiatives. Tech savvy former Co-founder with strong Financial acumen and Product Development skills.
Roberto G. Work Experience Details
  • Dr. Simi
    Strategy Consultant
    Dr. Simi Nov 2024 - Present
    Austin, Texas Metropolitan Area
  • Finra
    Lead Product Manager
    Finra Sep 2024 - Present
    Austin, Texas, United States
  • Keller Williams Realty, Inc.
    Director, Keller Covered
    Keller Williams Realty, Inc. Jun 2021 - Aug 2024
    Austin, Texas Metropolitan Area
    As Director at Keller Covered, I spearhead the creation of a cutting-edge "virtual agency" framework tailored to expedite market penetration and accommodate the needs of our 170,000 KW realtors. Tasked with orchestrating our product and engineering squads, I guide the development of intuitive front-end UX designs and seamless Back-end API integrations with external services, while optimizing our internal CRM and BI platforms for enhanced efficiency and performance.Below listed are some of my achievements within this role:• Transformed mono-line lead-generation website into nationwide insurance hub servicing over 15 coverage options.• Successfully launched and expanded national insurance platform within compressed timeframe of less than 12 months.• Achieved over $5M in written premiums by spearheading national insurance platform from inception to full-scale operation.• Boosted user engagement through pioneering marketing communication campaigns and strategic alliances within digital insurance & real estate ecosystems.• Implemented optimized business processes to enhance customer conversion, retention, and opportunities for cross-selling and up-selling, resulting in driving profitability.
  • Keller Williams Realty, Inc.
    Senior Product Manager
    Keller Williams Realty, Inc. Jan 2020 - Jun 2021
    Austin, Texas
    In my role as Senior Product Manager, I led the charge in managing partnerships for an online insurance marketplace, driving expansion of our network coverage and fostering collaborative relationships. Pioneering the implementation of A/B testing methodologies and user testing frameworks, I empowered our team to make data-informed decisions and enhance user experiences. Crafting a robust product strategy and roadmap, I ensured alignment with company objectives and market dynamics, propelling our platform's evolution in a competitive landscape.Below listed are some of my achievements within this role:● Oversaw introduction of three new products within tight timeframe of under 12 months.● Increased revenue streams and profitability by fostering synergies across affiliated enterprises.● Improved program offerings, resulting in annual premium savings exceeding $1 million for franchise holders by initiating introduction of errors and omissions insurance package tailored for KW franchisees.● Streamlined customer application processes and elevated lead conversion rates by 20% via development of new pre-application website for prominent Mortgage Company ranked within top 50.
  • 360Training
    Business Unit Manager
    360Training May 2019 - Nov 2019
    Austin, Texas
    Product ManagerMarket AnalysisCross functional collaboration Customer researchSubject Matter Expert
  • Uhma Salud
    Co-Founder/Cfo
    Uhma Salud Jan 2016 - May 2019
    Mexico City Area, Mexico
    As Co-Founder and CFO, I orchestrated the development and launch of three iterations of SaaS solutions meticulously crafted to serve both B2B and B2C markets. Seamlessly integrating operational efficiency systems such as Trello, Salesforce, and HubSpot, I optimized company workflows and resource allocation. Through strategic negotiation prowess, I forged impactful distribution partnerships with Mexico's top three health insurance giants—MetLife, NY Life, and AXA—aligning our venture for exponential growth and market dominance.Below listed are some of my achievements within this role:● Reduced fixed costs by implementing restructuring initiatives within company's operational framework.● Directed team exceeding 40 employees with emphasis on ensuring smooth operation across departments.● Achieved remarkable 200% increase in revenue over 18-month period, marking first profitable year in seven years.● Utilized strategic financial and cost management strategies to drive EBITDA growth by impressive 300% within 2 years.● Automated company operations, resulting in minimal overhead while attaining user base above 350,000 via software solutions.
  • Taco Holding
    Project And Program Manager
    Taco Holding Jul 2014 - Jan 2016
    Mexico City Area, Mexico
    As Project and Program Manager, I spearheaded the creation of a new catering division across nine diverse brands, from strategic conception to flawless execution. I established an organizational framework to align with business goals and conducted thorough business analysis for informed decision-making, alongside customer discovery initiatives. Additionally, I pioneered franchising for five brands, executing strategic plans and supporting franchisees' needs through shared services and career development paths. Ensuring consistency, I oversaw the development of comprehensive operating manuals, fostering growth and standardization across the network.Below listed are some of my achievements within this role:• Streamlined services across different brands by executing unified ERP system.• Standardized existing franchising model across all brands to drive consistency and scalability.• Achieved successful launch of franchising unit within 12 months for five of company's brands.• Optimized revenue generation and profitability by executing commercial and pricing strategies.• Improved brand visibility and market presence by providing oversight for branding and marketing strategies.• Initiated new "Special Events" division within five months by incorporating all nine of company's current brands.
  • Grupo Sports World
    Project And Program Manager
    Grupo Sports World Jan 2013 - Jul 2014
    Mexico City Area, Mexico
    As a Project and Program Manager, I led rigorous analysis and forecasting to assess the potential of innovative fitness and wellness product lines. Crafting clear product strategies and roadmaps, I provided guidance for the development and implementation of new initiatives. I drove pilot programs and conducted extensive customer discovery initiatives to validate market demand, ensuring our offerings resonate effectively with our target audience.Below listed are some of my achievements within this role:• Secured funding essential for pilot programs' execution by spearheading negotiations with private investors.• Built innovative business lines aimed at increasing revenues while capitalizing on company's existing infrastructure.• Successfully launched four new business lines with emphasis on contributing to sustained revenue growth for company.• Negotiated private investments exceeding $120 million MXP for new fitness clubs, representing substantial 10% of company market capitalization.
  • Gsw
    Investor Relations Manager
    Gsw Oct 2010 - Mar 2014
    Mexico City Area, Mexico
    As the Investor Relations Manager, I pioneered the establishment and leadership of the investor relations department within the company. Crafting and submitting quarterly and annual reports to the Mexican Stock Exchange, along with press releases and investor-facing documents, I ensured transparent and effective communication with stakeholders. I created compelling investor presentations and orchestrated investor-centric events to deepen engagement and foster connections. Additionally, I nurtured relationships with independent financial analysts, offering support and insights to refine valuation and financial models, thereby enhancing investor confidence and trust.Below listed are some of my achievements within this role:• Distinguished company as sole micro-cap entity in Mexico with support of five independent analysts.• Achieved remarkable growth, exceeding 100%, in average daily trading volume during final year of tenure.• Increased equity participation of foreign investors by representing company in national and international financial forums.

Roberto G. Education Details

Frequently Asked Questions about Roberto G.

What company does Roberto G. work for?

Roberto G. works for Dr. Simi

What is Roberto G.'s role at the current company?

Roberto G.'s current role is Versatile executive supporting C-suite with implementation of strategic initiatives. Tech savvy former Co-founder with strong Financial acumen and Product Development skills..

What schools did Roberto G. attend?

Roberto G. attended The University Of Texas At San Antonio.

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