Carlos Cortez
Advisor & Investor at Chuza- Claim this Profile
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Spanish Native or bilingual proficiency
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English Native or bilingual proficiency
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Bio
Experience
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Chuza
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United States
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Food and Beverage Services
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1 - 100 Employee
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Advisor & Investor
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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
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Managing Director
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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
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Clareo
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United States
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Business Consulting and Services
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1 - 100 Employee
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Consulting Strategist
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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
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Farmacias Castro
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Spain
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Retail
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1 - 100 Employee
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CEO
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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
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The Resurrection Project
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United States
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Non-profit Organizations
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1 - 100 Employee
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Member Board Of Directors
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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
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CEMEX
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Mexico
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Wholesale Building Materials
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700 & Above Employee
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Analyst, Corporate Treasury
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Oct 1995 - May 1996
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Education
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Northwestern University - Kellogg School of Management
MBA, Marketing, Entrepreneuship, Strategy -
Tecnológico de Monterrey
BA, Business Administration