Financial Sales

GUILLERMO ARIZA

Boca Raton, FL ***** 954-***-**** ***********@*****.***

PROFILE

Highly experienced Management Professional with a proven track record in Business Management specialized in Turnaround and Improvement Consulting for small and medium-sized businesses in the US and abroad. Confident and engaging relationship builder who facilitates the success of individual clients, corporate and new venture initiatives through customized solutions ranging from financial services, asset management, new business development and marketing strategies. Other strengths encompass:

Portfolio Management

Turnaround Management

Strategic Planning

Value-Driven Results

Data Analytics

Financial Modeling

Business Development

Business Consultant

Financial Statements

Strategic thinker and visionary leader able to effectively inspire others and develop fruitful relationships. Dedicated and passionate with a high degree of integrity and superior work ethic. PROFESSIONAL EXPERIENCE

INTERNATIONAL SERVICES INC. CHICAGO, IL 01/2017 – PRESENT

SENIOR BUSINESS CONSULTANT

Business Consultant with expertise in turnaround management.

Compilation and analysis of data, identification of key issues, creation of baseline financial and managerial analysis and Implementation of Turnaround tactics to improve stakeholders position.

Responsibilities include making major corporate decisions, managing the overall operations and resources of a company, acting as the main point of communication between owners, Board of Directors and corporate operations.

Profit and Productivity improvement in the client, increased sales and maximizing efficiencies. Assisting clients in behavior modification and optimizing organizational development. Value-driven results. GROCE, ROSE & MOORE BOCA RATON, FL 01/2017 – 03/2020

SENIOR EXECUTIVE ADVISOR

Determined business valuations to identify the potential success of mergers and acquisitions.

Executed M&A transactions involving management buy-outs/buy-ins.

Project management, valuation, pricing and change management in wholesale, healthcare, energy and real estate industries.

CPI BUSINESS ADVISORS MIAMI, FL CARACAS, VENEZUELA 2002 – 2016

PRESIDENT

Provided Go-To-Market consulting to domestic and international clients designed to identify growth opportunities.

Collaborated with clients to identify their goals and provided out-of-the-box solutions that quickly and profitably scaled their business.

Restructured client business models to capture new revenue with limited risk.

Completed in-depth financial analysis and business planning, generating measurable market growth.

Crafted business plans addressing financial valuation, pro-forma scenarios, marketing & advertising, and internal requirements.

KEY CLIENTS:

AllCoffee: Miami, FL (2013 – 2016)

Restructured this coffee manufacturer’s business model, resulting in the expansion of their US footprint with a projected revenue of $50M. Implemented a franchise/joint venture business model to create new revenue channels from franchising royalties, investment capital, and retail sales.

Costa Renewables Energy Consulting: Netherlands (2013 – 2016) Structured the financial planning for the development of a €150M wind farm in Romania. Perfomed financial modeling, valuation and pro-forma scenarios. Played a key role in managing the sale of the client’s €10M operation.

Petrolink: Colombia (2010 – 2011)

Raised $5.5M to fund the optimization of routing logistics for this Colombia-based crude oil transporter. Structured project finance and forecasted likely scenarios to improve the accuracy of project valuation.

Constructora AMCO: Colombia & Venezuela (2006 – 2009) Raised capital from individual and institutional investors to fund commercial and residential property development. Performed feasibility studies related to market comparables, optimal land use, financial modeling, and property valuation.

Comestibles Aldor Colombia & Venezuela (2006 – 2016) Provided Colombia-based candy manufacturer the tools to break into the Venezuelan retail and wholesale market. Oversaw go-to-market strategy, media purchasing and advertising campaigns.

Corporación Publicitaria Internacional (Venezuela) (2002 – 2016) Created a new revenue channel through acquiring media at a discounted rate during periods of national unrest, which were later resold at a premium rate. Led a marketing team to direct media programs. MERRILL LYNCH NEW YORK, NY 06/2000 – 01/2002

PRIVATE BANKING ASSOCIATE

PRIVATE BANKING ASSOCIATE 2000 – 2001

MERRILL LYNCH – NEW YORK, NY

Recruited as a top-tier talent from leading MBA programs to solidify Merrill Lynch’s trusted advisor status among its existing high net worth clients to become their primary resource for investment advice.

Supported Private Bankers in the identification of investment banking opportunities within their portfolio of clients to optimize the relationship with the clients.

Designed investment strategies that enhanced the banker / client relationship by offering a new and diverse array of customized opportunities.

OTHER PROFESSIONAL EXPERIENCES

PARTNER, INTERVALORES INVESTMENT GROUP

FIXED INCOME TRADING MANAGER, BANCARACAS FINANCIAL GROUP EDUCATION

MASTER IN BUSINESS ADMINISTRATION (M.B.A), BOSTON UNIVERSITY CONCENTRATION IN FINANCE AND ENTREPRENEURSHIP

BACHELOR OF SCIENCE (B.S) BUSINESS ADMINISTRATION, UNIVERSIDAD CATOLICA ANDRÉS BELLO. CARACAS, VENEZUELA CERTIFICATIONS

Licensed in Series 7, Series 66, Series 6 & Life and Health Insurance 215 LANGUAGES

Spanish and English

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