Samuel Estacio Email & Phone Number

Newark, California, United States

New York City Metropolitan Area

• Delivered consulting strategies including go-to-market national plans, market studies for dealer retail networks, sales opportunity analysis, aftersales analysis, site viability analysis, dealer financial statement.
• Led multiple consulting teams supporting automotive manufacturers while overseeing RSTMM for Analysts, Consultants, Senior Consultants, and Managers.
• Responsible for project profit margins, project outcomes, building relationships, securing renewed business, and identifying new business opportunities.
• Project manager and product owner in an Agile/SCRUM environment building custom applications and implementations from 0 to 1 and executing strategies to increase usage and customer success.
• Conducted Thought Leadership projects on industry disruptions around electrification/EV's and the impact of Tesla on the industry.
• Utilized different technical tools including SQL, VBA, Python, R, Tableau and Urban Science proprietary software to conduct quantitative analysis.

Dallas-Fort Worth Metroplex

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Long Beach, California

Irvine, CA

• Major Accounts Include: Viant [Top Tier Ad Tech Company], Healthpeak [S&P 500 Top Tier Public Healthcare REIT], and Research Affiliates [Investment Research with $195 billion AUM].Consulting Services Include: Ad Tech.
• Helped automate reporting the performance/results of digital marketing campaigns into Salesforce CRM to then calibrate with their ERP software to generate billing back to the customer/ad agency.
• Worked with campaign managers to align their campaign performance results with the agreed upon insertion order, as well as with agencies on approving & physically signing off on their insertion orders for each campaign.
• Designed several performance dashboards using public and private databases with SQL, Tableau and Excel.
• Performed workflow and data migration software testing for a CRM (Salesforce) implementation, an ERP (Yardi) data migration, and oversaw the User Acceptance Testing phase for an ECM (M-Files).
• Supported earnings calls by conducting variance and DCF analysis on over 800 real estate investments.

Newport Beach, California, United States

• Gathered structured & unstructured data from terminal databases and customer surveys to forecast the flow of cargo.
• Strategized cargo flow to record an average vessel utilization of 130% of the allocated space as well as a record utilization of 203% of the allocated space.
• Conducted a cost-benefit analysis solving an inventory shortage saving the company $40k annually.

Irvine, CA

• Developed a template for the Financial Advisor to deliver wealth management recommendations to high net worth individual (HNWI) clients.
• Built relationships with clients as their first point of contact for account servicing market reporting.
• Delivered quarterly internal investment performance reports.

Master Of Business Administration - Mba

Relevant Coursework: Strategic Management, Marketing Strategy, Data Analytics, Cultural Intelligence, Social Network & Media Analysis.

B.A. Economics, Minor In Management

Activities and Societies: Dean's Honor List, Undergraduate Business Association, Undergraduate Finance Association, Speculative Trading.