Tres Garcia

The startup provides customers' employees with bite-sized, executable financial advice that makes it easy for them to reach their financial goals.

Led and worked directly with the CEO and COO in developing a financial model to evaluate resource requirements and address customer needs. The findings addressed and improved churn rates, customer lifetime value, customer acquisition costs, operational output capacity, and gross margin. Moreover, the model led the company to pivot its existing employee model and adopt robotic process automation and a robo-advisor approach to increase the speed of delivery and customer satisfaction.

The text message marketing platform connects a team-shared inbox with customers via text message. The platform leverages AI to assess client relationships and helps teams craft the right message with delivery delay, reflection, and listener reports. The platform enables teams to improve communication, build better customer relationships, and guarantee customer success.

I led the development of the go-to-market strategy to include market segmentation, user requirements, price modeling (B2C and B2B), A/B testing used in the MVP, and financial modeling to determine venture capital requirements. The product strategy enabled the platform to partner with a leader in cloud-based communications and collaboration and service over one million accounts.

The risk mitigation tool leveraged open-source data from the Securities and Exchange Commission EDGAR filings website to automate the curation of risk summaries for publicly traded companies and private subsidiaries with public ownership.

I led the product and development teams through the entire product lifecycle, including ideation, regulatory requirements, deployment, and iteration improvements. The platform significantly reduced the cost of conducting KYC procedures for a top-10 commercial bank.

With less than a 24-hour notice, I was deployed to Central Asia to provide humanitarian assistance to 20,000+ displaced persons. I led a special operations team of four to coordinate with the US government, partner nations, and NGOs to conduct due diligence and airlift delivery of over 117,000 pounds in flood relief resources.

I coordinated all logistical requirements in the country, including airfield capability assessment (landing, re-fuel, maintenance, and take-off), ground transportation, distribution channels, and equipment setup.

During the engagement, I identified and executed 12 follow-on projects, leveraging local resources and local support to build hospitals, clinics, and schools within the affected area.

I researched, created, and executed the successful launch of a CBD-focused CPG brand.

KEY DELIVERABLES
• Created and delivered the product roadmap, including target audiences, strategic partnerships, vetting and selecting co-manufactures, business development and distribution network, and exit strategy.
• Established logistics infrastructure systems to automate demand forecasts, production requirements, and distribution requests.
• Created, developed, and deployed inventory tracking systems to include GS1 barcode designation for 20+ SKUs in multiple third-party warehousing and shipping facilities.

I led the development and strategic partnership efforts to deliver a product roadmap that provided a clear path to partner with parking facility management services and legally bypass political agendas to grant last-mile commuters access to the Chicago Loop.

Our roadmap provided the following information:
• Total number of vehicles required to meet seasonal demand.
• Demand-based recommendations of locations and numbers of parking spaces.
• Benefits of co-locating charging stations on-site to reduce overall business expense.
• Network assessment of the key business and political leaders required to ensure sustainable adoption, implementation, and execution.

Consulted on creating a client product to include all aspects of co-manufacturing selections, third-party label creation, label design, GS1 coordination, logo design, artwork, logistical requirements, eCommerce site development, SEO keywords, digital media strategy, social media ad strategy, sales and distribution networks, and the US Patent and Trademark Office.

Tres leveraged financial modeling to segment the client's customer base and identified their main revenue segments and the third-party sales fees eating into their margins. Tres was able to negotiate and influence the third-party sales team into renegotiating the terms of the sales strategy moving forward, as well as enabling the client's internal sales team to reduce dependency on third-party sales leads.

JPMorgan Chase is the largest US financial services firm with over $3.3 trillion in assets under management.

In 2013, the firm received a consent order from the Office of Comptroller Currency requiring improvements to the firm's existing Bank Secrecy Act/Anti-money Laundering program.

Over the next four years, the firm experimented and improved upon innovative ideas that improved the user experience for onboarding large multinational companies operating across multiple jurisdictions while simultaneously complying with country-specific anti-money laundering and banking laws.

This resulted in the full intent of the original consent order, the successful disruption of operations for multiple bad actors, and a significant increase in the amount of new business generated from existing clients.