• Development of a multi-level real-time internet-based control dashboard with Key Performance Indicators (KPI).

• Strategic operations processes, and efficiency improvements for Banco del Sur, Caracas, Venezuela.

• Definition of strategic guidelines and organizational structure for a commercial bank (Banco de Venezuela, currently Grupo Santander, the largest bank in Venezuela).

• Design and implementation of a quality management program for a financial institution in the insurance sector, for a paper company, and for a leading manufacturing company in the metal mechanic sector.

• Merged strategically and organizationally with two banks in Buenos Aires.

• Led a Latin American market penetration strategy of an important North American insurance company.

• Directed the strategy process, mergers, and acquisitions of the biggest insurance company in Venezuela.

• Prepared a small community bank for acquisition.

• Established a governance model structure for the US operation of a major bank in Latin America.

• Optimized key business processes for the most profitable bank in Brazil.

• Assessment of opportunities for cost reduction and management efficiency improvements in a major petrochemical company.

• Competencies analysis for an Argentina-based oil and electricity firm in the process of regional expansion.

• Strategic positioning, organizational and process definition of an important educational institute in a world-class petroleum industry.

• Client partner for the Grupo EDC with whom he led assignments around strategy, organization, and process issues.

• Supported governance model and strategy development for a multi-country technology innovation organization.

• For the largest privatized Telecommunication Company in Latin America, developed a full business strategy, restructured logistics function, and assessed organizational requirements.

• Repositioned for future competitiveness a major editorial consortium in Bogotá and the largest newspaper in Caracas.

• Re-aligned the strategic positioning to include internet applications for a major newspaper in Latin America.

• Worked on several cases in the Media Industry on Strategy, Organization, BPR, MIS, and HR processes in Canada, Argentina, Colombia, Spain, and Venezuela.

• Engaged in organizational redesign, strategic guidelines definition, and process improvement in one of the largest telephone companies in Latin America.

• Acted as client partner for the La-Cadena Capriles, in Venezuela re-dimensioning their scope of business.

• Handled a complex foreign investment project in the metal sector as part of a privatization effort of the Venezuela Aluminum Sector.

• Supported investment assessment (over US$ 1BB) and project development in the aluminum sector of Venezuela, for a South Korean consortium.

• Restructured a Peru-based Engineering, Procurement, and Construction firm with operations throughout Latin America.

• Re-positioned the strategic approach and organizational structure and downsized Venezuela’s largest privately-owned Steel Corporation.

• Client partner for CEMEX. Developed a business innovation approach to customer management.

• Also, CEMEX developed strategies for integrating the executive management team and implementing a change management approach; and enhanced protection strategies for the distribution network.

• Redesigned the Ministry of Industry and Commerce, Government of Venezuela.

• Supported the expansion program of an exploration maintenance service company in Mexico.

• Privatized the Venezuelan Port System.

• Assessed the value of the Venezuelan national telephone company.

• Led a series of valuations and development of an information prospectus for assets belonging to the Venezuelan Investment Fund, for privatization.

• Developed plans for supporting the privatization of the oil industry in Argentina, Bolivia, and Ecuador.

• Deployed a model for environmental controls in Mexico.

• Helped the banking regulatory authority in Venezuela divest assets.

• Restructured a Peru-based Engineering, Procurement, and Construction firm with operations throughout Latin America.

• Assessed via structural analysis several industry sectors to determine their competitiveness and privatization options.

• Supported a team effort to develop formulas for transforming military-driven industries into privately run businesses in the Czech Republic.

• Reoriented the business strategy and E-driven approach for several companies in the financial consumer goods and media industry sectors.

• Developed strategic agenda for CEO Coaching: CEMEX Mexico and North America; Latin America Mack Division of the Volvo Group; BULLTICK; Franco Asset Management; Casa Hellmund; OTEPI, GSC in the US; MEDIMAR, MEDITRON.

• Designed the basis of a management information system for an integrated textile group to improve productivity and increase quality.

• Defined, designed, and implemented a Quality Management program for service organizations both local and international.

• Implemented a distribution network and market recuperation for CEMEX.

• Improved client satisfaction and market position for RESUMIDO.COM.

• Set up a new management team and restructured performance at Café Imperial.

• Introduced programs for operational improvement in a Chinese-based garment trading company.

• Developed a strategic expansion model for a South Korean aluminum downstream corporation.

• Developed opportunities for new markets for a major Japanese industrial construction conglomerate.

• Supported the design of new bidding processes for a Spanish infrastructure Construction company.

• Launched as an advisor and board member to six service and technology start-ups in the US, UK, Italy, and Colombia.

• For a 140+-year-old family business developed, and implemented a governance model, and a relationship model between Shareholders, Board, and executive entities.

• For a family in a transition between generations develop, implement, and manage a Family Constitution, and a Governance model during a two-year process overcoming internal disputes.

• Helped two family Mexican businesses develop a valuation and legal scheme as the basis for an operational structure that allows for the separation of the business between the families; a very successful effort that allowed for the implementation of a family constitution for each family.

• Helped a three-family-owned distribution company develop a family constitution for each family, restructured its operations in five countries, coached the newly appointed CEO to implement the new governance model, and helped spin off one of the families.

• Developed a family-owned business that provides structures to the construction industry, a family constitution, a governance model, inclusion of the next generation into the shareholder structure, and professionalized top management. During this process, top management was regularly coached. New technologies were implemented.

• For a privately-held, family-owned design service business, developed a governance model with corresponding operating manuals to each management level, established a roadmap towards succession and professionalization of the business to implement a new expansion business model. During this process, the new CEO was coached every week. New process and control technologies were implemented.

• For several universities, developed advanced management programs; recruitment strategies; and joint ventures with industry; corporate relations; and alumni organizations.

• Developed new in-company training programs internationally.

• Developed coaching programs for faculty to improve teaching approach.

• Acted as coach to several business school deans in a few countries.