The Wharton School

The Lauder Institute - University of Pennsylvania

University of California, Berkeley

Serial Entrepreneur, Business Strategy, Design & Innovation Consultant, Wharton MBA

Alchemist Accelerator

Mentor

Mir Meridian

Managing Partner

DOER Marine

Head of Marketing Strategy

• Work with the rest of the C-level team to identify decision-makers in F500 CPG companies and create marketing/advertising, merchandising, and international expansion strategies for potential clients. Lead client & partnership calls to close new business.
• Engage directly with clients and the development team to ensure that client needs are being addressed in new releases as deployable features, data visualization, or new research resulting in new data visualization approaches with autogenerated marketing implications.
• Capture and understand the customer journey before purchase, during client onboarding, and during platform use to ensure that client acquisition strategies, journey drop off points, and successful onboarding strategies are being tracked and addressed.
• Collaborate with the sales team to determine Ideal Client Profiles, pricing strategies, and top of the funnel activities to drive sales.
• Engage directly with the client and the development team to ensure that client needs are being addressed in new releases as deployable features, data visualization, or new research.
• Understand the customer journey before purchase, during client onboarding, and client use to ensure that client acquisition strategies, drop off points, and successful onboarding strategies are being tracked and addressed.
• Collaborate with the sales team to determine Ideal Client Profiles, pricing strategies, and top of the funnel activities to drive new and repeat sales.

Stitched Insights

Head of Partnerships & Customer Success

Venture Capital: 
• Establish new relationships with emerging fund managers. Work with VC funds to understand fund focus.
• Financially analyze start-up companies to facilitate Series A deal flow from Start-up Banking to VC firms and vice versa. Use prior knowledge as a founder to evaluate technology stacks, product feasibility, and product market fit to provide company valuations.
• Invent an education curriculum to help limited partners understand investments in frontier, clean, climate, and energy tech.

Next Gen Strategy: 
• Create and deploy a methodology for SVB to engage with partners across Venture Capital funds with the goal of increasing brand awareness, referrals to Start-up Banking, Venture Debt, and the Private Bank resulting in 30+ new relationships.
• Identify and maintain strategic partnerships with various professional communities, including VC Platform, Confluence VC, Latin X
VC, and Black VC. Act as a brand ambassador for SVB at various international events, including eMerge Miami, VC summit in NYC.

Silicon Valley Bank

Vice President, Venture Capital

Investor, Advisor, & Head of Global Partnerships

• Developed relationships with CRM, Cloud, Finance, Marketing, and Strategic Consulting firms. Negotiated pricing, perks, and services for our portfolio companies. Created a vetting system and pipeline to ensure company/partnership fit.
• Identify investment partners in the VC ecosystem to help create investment syndicates for various Series A deals. Ran due diligence operations on investment firms, cap table analysis, and software audits.
• Angel investor on 4 companies ranging from AI, Warehouse Operations, and Fin-Tech.
• Biz Ops consultant. Assist companies in establishing CRM hygiene, determining Ideal Client Profiles, identifying unique pipeline stages, and implementing go-to-market strategies for their respective  businesses. Helped 4 companies go from 0 - $10MM in ARR.

Wharton Alumni Angels

Head of Global Expansion

I worked with WinIt App as a long term consultant to help with their digital marketing and business growth strategy.

Digital Marketing: 
• Developed Winit’s new digital marketing strategy by using both qualitative and quantitative KPIs. Create data models and predictive statistics to set marketing budgets and forecast new user acquisition. 

Business Growth & Strategy: 
• Identified potential business partners and implement processes for evaluating and acquiring said partnerships to expand the business geographically. Generated user satisfaction studies and surveys to help with the application’s UX/UI. 
• Researched and evaluate new demographic and product markets and services. Assisted with financial projections, pitch decks, and VC fundraising activities.

WinIt App

Digital Growth & Business Development Strategy

• Worked closely with IDEO to create a business strategy and go-to-market for IDEO’s primary online education platform, IDEO U. 
• Collaborated with designers to create, and prototype new features for different market segments across various demographics. 
• Identified and evaluate market opportunities, business strategies, and product positioning for brand new products and services. Design business strategies, financial models, marketing plans, and business development activities to expand product growth.

IDEO

Freelance Business Designer

Business Strategy, Innovation, and Start-up Consultant

Projects Include:

• CPG
Worked with a large US retailer to create a marketing campaign for an internal beverage brand. Worked with beverage purchasers to identify key product attributes and understand marketing constraints. Created a human centered approach to marketing the product through package storytelling and design. Published author in several publications.

• Xootr Scooters, Transitional CMO, Director of Digital Media
Initiated strategies for growing social media advertising and customer acquisition. Developed an SEO marketing strategy and identified KPIs used for target sales growth. Ran viral marketing campaigns on Facebook and Twitter to grow social media audiences.

• Minerals and Chemicals 
Worked with a large mining company to do market research on a new product in the agro-chemical industry. Identified KPIs and gathered global information on agro-chemical markets, focusing on business trends across the 6 continents. Discussed regulations, and barriers to entry for new products in the industry. Made recommendations for go-to-market strategies including strategic partnership recommendations.

• Oliver Immigration
Identified global marketing and product placement strategy. Helped the team identify new marketing methods in their current target markets and designing campaigns focused on stringent target demographics. Collaborated with the Head of Product to map the customer journey, identify journey weaknesses and conversion points. Initiated customer interviews and feedback sessions in order to better understand UI/UX of the product and translate that into Agile development with the technical cofounder. Work with the design team to better position the product and implement changes based on customer research. Created new campaigns for various countries in Latin America. Collaborated with the founding team to ideate and design campaigns based on particular customer personas and language differences.

Trigger Point Collective

Founder, Business Strategy & Innovation Consultant

• Co-invented a new method for radiation freeze control and agricultural analysis. 
• Co- developed an activity and cost tracking web application for large agricultural companies.
• Designed and created an in ground sensor that measured soil acidity, moisture content, temperature, ambient light, and ambient temperature. Data was then posted to a sql database to create predictive statistic models for crop yield and crop production.
• Created and led customer testing campaigns and research interviews in order to understand UX/UI for our target demographics. Designed wireframes and did paper prototyping to better understand customer needs
• Managed a team of three designers and worked with our full stack engineer to create and implement the front end for our product Agra using the Agile framework. 
• Worked with the other cofounders to position and price the product. Helped coordinate deals and meetings between the company and interested customers.
• Seed funding was received from Santander Group. Awards include the University of Pennsylvania's Engineering School and Mack Institute Y-Prize, Santander Venture Award, Wharton Innovation Fund, and Start-up Chile Gen 13.

Agribots

Co Founder, Head of Product/Growth

Tier 1 Sales 
• Managed 75+ accounts (money managers, super regional banks, corporations, foreign governments and companies) with team of 2 other brokers. 
• Oversaw 15+ investment relationships with $100MM-1Bln in investable assets. Analyzed and sold products for customers including agency, mortgage backed and corporate securities. 
• Expanded brokerage unit business revenue by contributing $2.25MM in sales and $250k in net revenue 4 years in a row. 
• Established new international relationships in Japan, Latin America and China while collaborating with Wells Fargo’s Global Correspondent Banking and resulting in $10MM net revenue for Wells Fargo Securities. 
• Organized and executed mentorship programs for 50+ analysts to be partnered with managing directors. Led recruiting efforts for Wells Fargo Securities by preparing presentations and organizing interviews. 
• Spearheaded community support campaigns including fundraisers and volunteer events to help refine Wells Fargo’s brand image in the community. 

Middle Market Sales 
• Helped manage 150+ accounts with $1-300MM in investable assets. Resolved operational problems such as settling trades, opening accounts; collaborated with online portal programmers and administrators to enhance user experience, increase security and reduce risk exposure to Wells Fargo.

Carlos Vadillo