COO at Blue Star Partners, LLC
Sheboygan, Wisconsin Area
COO at Blue Star Partners, LLC
Sheboygan, Wisconsin Area
Marcos is a Business Strategist with over 10 years of international experience in Venture Capital, Corporate and Financial environments and is skilled in:
- Designing and planning strategic change initiatives, following a practical, client-centric, results-oriented approach.
- Leading and motivating “change evangelists” in both small and large organizations, focusing on the human aspects of the initiatives under his tutelage.
- Involving and selling objectives to technical personnel and technology vendors, ensuring the successful execution of the change initiative.
Marcos’ expertise arises from practical experience in high stress business turnaround situations where strategic realignment was closely supported by operational and financial restructuring. Complementing this experience, he has also facilitated Strategic Planning workshops and taught graduate-level Business Strategy classes.
Sustainable Small and Medium Enterprise (SME), Microfinance, business strategy, entrepreneurship
(Privately Held; Management Consulting industry)
December 2008 — Present (1 year )
(Information Technology and Services industry)
July 2006 — Present (3 years 5 months)
We are the leading provider of on-demand vineyard management solutions that enable growers and wineries to manage critical information from their vineyards - from soil to the winery door.
(Management Consulting industry)
January 2004 — Present (5 years 11 months)
SME Partners offers advisory services to investors and entrepreneurs involved in small and medium enterprises. As a natural extension of this specialization, SME Partners also provides strategy and change management support to business units of large corporations.
Recently, I've delved deeper into the Operational aspects of SMEs, providing back office relief to clients who wish to dedicate their time and effort to revenue generation, eschewing expense tracking, customer billing, bank reconciliation, vendor selection and management, etc.
Some past activities include:
• Restructured the startup plan of a $1 mm biofuel initiative.
• Successfully led the restructuring of Amigo S.A., a small, self-regulated micro finance institution.
• Led the change management initiative in Grupo Alcos S.A., a medium pharmaceutical laboratory, reformulating both its overall business strategy and its capital structure.
• As part of the company mentor team to New Ventures, contributed to the equity funding of 9 of 20 company finalists.
• Frequent speaker and writer on entrepreneurship and business strategy.
(Higher Education industry)
December 2003 — Present (6 years )
Administrator and lecturer in both UPSA's MBA programs (www.upsavirtual.com).
MBA Lecturer on Entrepreneurship, Business Strategy, and Corporate Finance
Class Facilitator for Global MBA (Thunderbird and ITESM joint venture)
(Banking industry)
April 2003 — July 2008 (5 years 4 months)
September 2007 to July 2008 (11 months)
As acting COO, in addition to creating the position, I oversaw the execution of the company's $30 mm annual budget and 6 direct reports: Procurement, Branch and HQ Operations, Integrated Security, Organizational Development, and Insurance.
• Consolidated the Operations Team, integrated by more than 700 people across 43 locations.
• Championed the justification and vendor selection of SAP's ERP System.
• Initiated the use of Microsoft's Sharepoint Services as part of the new project management practice.
• Facilitated the National and Regional Strategy workshops.
October 2006 – August 2007 (11 months)
Non-executive Board Member
• Contributed to the overall strategic direction of the Bank, actively participating in the monthly Board meetings.
April 2003 – September 2006 (3 years 6 months)
Shareholder trustee
• Ensured regulatory compliance as dictated by Bolivian law and the Bank Superintendence.
(Educational Institution; 201-500 employees; Higher Education industry)
April 2005 — April 2008 (3 years 1 month)
Master Degree Lecturer on Entrepreneurship, SME Strategy, and Corporate Finance. Thesis guide.
(Non-Profit; 51-200 employees; Think Tanks industry)
February 2004 — November 2004 (10 months)
Mentor for New Venture's Investor Forum Finalist companies
Consultant to WRI on Latin American SME issues
(Venture Capital & Private Equity industry)
November 2002 — December 2003 (1 year 2 months)
• Developed a scorecard approach to portfolio management.
• Improved investor relations by implementing informal but structured monthly meetings.
• Oversaw 5 direct reports and reported to the Regional Director.
• Managed an 8-company investment portfolio worth USD 4.2 mm.
(Venture Capital & Private Equity industry)
May 2000 — October 2002 (2 years 6 months)
• Developed a deal pipeline management system in MS Access.
• Identified, structured and justified investments in 3 companies for a combined total of $2.6 mm.
• Screened more than 200 investment requests.
(Government Agency; 10,001 or more employees; USN; Military industry)
February 1991 — August 1998 (7 years 7 months)
Helicopter Pilot (SAR, logistics, training): Sikorsky Sea King (UH-3H), Bell Jet Ranger (TH-57C), Beechcraft Mentor (T-34C)
Last duty station: VC-8, Roosevelt Roads, Puerto Rico
Honorably discharged.
MBA , International Management , 1999 — 1999
BS , Engineering Mechanics (Astronautics Option) , 1988 — 1992
Leader of Design Team: "Exploratory Mission to Jupiter's 4 Main Moons"
Sustainable SMEs, Small and Growing Businesses (SGB), Business strategy, change management, Webware, Software as a Service, on-demand software, Viticulture, phenology, vineyard management, microfinance, microcredit, entrepreneur, entrepreneurship, Aviation Pilot, FAA Certified commercial, multi-engine, instrument rating (rotor and fixed-wing), consulting
National Society of Hispanic MBAs (NSHMBA), Thundebird School of Global Management Alumni, University of Wisconsin at Madison Alumni