Sergio Castillo Email & Phone Number

San Jose, Ca, Us

San Francisco Bay Area

Multiple project types across CPG, tech, manufacturing, and QSR industries... below are some highlights:• Assisted in the transformation of a leading US QSR's breakfast strategy, playing a prominent role in building and presenting strategy and financial modeling documents to senior management. This led to an extensive reallocation of over $100M in resources, visibly influencing the company's media buying strategy.• Streamlined a frozen food manufacturer's R&D portfolio, narrowing down over 150 prospective technologies to five key consumer-centric initiatives. This strategic refinement, outlined and refined in workshops with C-Suite executives, was modeled to deliver an estimated $500M per initiative, dramatically boosting R&D efficiency and financial forecasts.• Developed a category management system and revamped the marketing strategy for a top-tier US alcohol distributor. This strategic update was projected to enhance annual sales by $20-30M. In collaboration with the team, I ensured alignment with FDA and SEC regulations, enhancing the company's operational efficiency and market approach.• I structured the approach for integrating complex newly acquired business data and developed a comprehensive product lifecycle analysis model for a Fortune 500 industrial tools manufacturer. This initiative greatly improved financial transparency and operational efficiency, allowing for more effective product portfolio management.

San Francisco Bay Area

Santa Monica, California, United States

• As a Co-Founder of Palace Acre Capital, LLC, I oversaw the due diligence and structuring of deals, leading to the acquisition of multiple value-add multi-family properties. This strategy not only expanded our portfolio but also enhanced our suite of real estate services, laying the groundwork for sustainable growth in the following years.• Directed the implementation of a three-year growth strategy at Palace Acre Capital, LLC, resulting in consistent revenue increases and a surge in asset valuation. Our client-focused approach and negotiation tactics ultimately led to a profitable divestiture of a majority stake in the portfolio for $1.7M during the summer of 2021.• By cultivating key relationships with mentors, accountants, legal advisors, and brokers, I harnessed my networking abilities to uncover investment opportunities that facilitated the expansion of our portfolio, demonstrating the value of strategic partnerships and personal relationships in supporting business growth and portfolio diversification.

Durham, North Carolina, United States

• Chosen by peers to lead a real-world consulting project, developing, and piloting a white-labeled telemedicine application for a major locum tenens company who places thousands of MDs and RNs across the East Coast and Southeast.

Philadelphia, Pennsylvania, United States

- Created a standardized “Scribe Book” for my physician; allowing any scribe to know exactly how this physician likes his notes, imaging, procedures, and photography recorded for each patient.- Synthesized large amounts of data into succinct and thorough notes for physicians and insurers, facilitating patient care and expediting insurance review and approval process.

Omaha, Nebraska, United States

- Responded to dispatched emergency assignments quickly and safely: ALS, BLS, 911 calls- Assessed patient condition and identified potential underlying critical medical issues by performing physical examinations, interviewing bystanders and analyzing often limited patient medical histories, ensuring that physicians had the most comprehensive information possible to evaluate treatment options.

Master'S Degree, Business Administration And Management, General

Management of Science, Engineering and Mathematics (MSTeM Track). Merit Scholarship Recipient

Bachelor Of Arts - Ba, Political Science And Business Administration

Activities and Societies: Member and VP of Philanthropy for Sigma Phi Epsilon. Mentor at Students Practice English At Creighton (SPEAC).

Post Baccalaureate Program, Medicine

Activities and Societies: Member of American Medical Women's Association Merit Scholarship Recipient