Carlos Cortez

Advisor & Investor at Chuza
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego County, California, United States, US
Languages
  • Spanish Native or bilingual proficiency
  • English Native or bilingual proficiency

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Bio

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Experience

    • United States
    • Food and Beverage Services
    • 1 - 100 Employee
    • Advisor & Investor
      • Aug 2020 - Present

      Advise the CEO on strategic initiatives, go to market strategy and consumer insights Advise the CEO on strategic initiatives, go to market strategy and consumer insights

    • Managing Director
      • Mar 2014 - Present

      Independent consulting on behalf of local and regional clients including advisory services on new ventures formulation, strategic planning, and go-to-market planning.• Created a business plan and full financial model for U.S. expansion of a leading Mexican craft brewer. The company is in the process of selecting a U.S.-based partner to enter the market• Facilitated a strategy workshop for a leading medical insurance company where executives were able to uncover a previously unseen transformative opportunity for the company• Conducted brand awareness and favorability analysis for a regional HVAC services provider that informed the future roll-up strategy for the private equity owner • Developed a business and go-to-market plan for the California commercial cleaning industry

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Consulting Strategist
      • Jul 2011 - Present

      I collaborate with firm’s partners by helping to manage and execute projects and coordinate with analysts to support the effort. • Set up the innovation organization for a $1 billion global food ingredients company that has since made three co-investments with leading investors in the alternative proteins space• Supported the strategy development for a publicly listed Medicare fitness benefits provider and worked closely with the CEO and leadership team to create a new strategic plan, innovation agenda for digital health and a change management and communications plan. Stock price rose at a four-year CAGR of 41%• Designed, curated and facilitated a virtual innovation program to address a major challenge facing a $60 billion global mining company. The program helped identify two new technologies with potential to radically transform the mining industry and set up a partnership model now in pilot testing• Authored an industry-leading analysis of global innovation efforts and investment in wildfire prevention and mitigation, helping to define the innovation agenda for a multi-billion energy company

    • Spain
    • Retail
    • 1 - 100 Employee
    • CEO
      • Sep 2011 - Sep 2015

      Hired by family to lead company turnaround and execute a strategic exit. Built and led the management team that reversed years of declining revenues and profits and executed the sale to FEMSA, a small format retail operator with $27 billion in global revenues.• Built and executed strategic turnaround plan, hired and led senior management team, aligned compensation to KPIs and nurtured a performance-first culture. During first year, led the company to an 18% increase in same store sales, the first year-on-year sales growth after 4 years of decline• Negotiated with banks, vendors, store location lease holders and other related stakeholders to successfully complete the transaction under favorable terms

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Member Board Of Directors
      • Mar 2010 - Dec 2012

      Advised the CEO on the development of the 5 year strategic plan Advised the CEO on the development of the 5 year strategic plan

    • Mexico
    • Wholesale Building Materials
    • 700 & Above Employee
    • Analyst, Corporate Treasury
      • Oct 1995 - May 1996

Education

  • Northwestern University - Kellogg School of Management
    MBA, Marketing, Entrepreneuship, Strategy
    2007 - 2009
  • Tecnológico de Monterrey
    BA, Business Administration
    1991 - 1995

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