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 analysis, facility planning, and electric vehicle (EV) infrastructure planning.▪ 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.▪ Storyteller responsible for delivering executive presentations and leading meeting agendas.▪ List of brands I have worked with include: Toyota, Lexus, BMW, BMW Motorrad, MINI, Rolls Royce, Volvo, Polestar, Jaguar, Land Rover, VinFast and Subaru.

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 Operations, Data Modeling/Analytics, Exploratory Analytics, Research, Software Implementation, Data Migration, Financial Statement Analysis, Revenue Accounting, and Due Diligence.▪ 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.▪ Assisted an Executive Researcher with combining and analyzing demographic wealth data to publish "The Myth of Dynastic Wealth: The Rich Get Poorer".

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.