David Fernandez

• Co-founded Mosaics AI and architected organizational foundations, contributing 25% of seed capital, drafting the Operating Agreement, securing vendor contracts, and establishing budgetary oversight, banking systems, and governance structures. • Directed strategic execution across operations, product, engineering, and finance, aligning diverse stakeholders and resolving conflicts while delivering client-facing initiatives that reinforced company mission and operational transparency. • Conducted market and competitive analysis to drive business development, positioning Mosaics AI as a scalable, tech-first alternative to larger incumbents, producing data-driven insights that guided roadmap prioritization and market positioning. • Acted as executive advisor to law firm leadership, identifying operational bottlenecks and translating complex AI methodologies into clear ROI narratives focused towards converting client pain points into prioritized product requirements. • Spearheaded the design, development and rollout of AI-powered workflow automation for clients, reducing case overhead by 40%, increasing capacity lift by 30%, and accelerating delivery times by 75% with sustainable allocation of resources. • Leveraged Agile methodology to define roadmaps, groom backlogs, and deliver iterative releases, boosting Mosaics AI caseload capacity by 30%, increasing profit margins on fixed-fee cases from 25% to 40%, and enhancing user satisfaction.

• Proactively conducted portfolio and market analysis to deliver tailored investment strategies while communicating impacts and adjustments to clients, ensuring alignment with long-term objectives, risk tolerance, and evolving economic indicators. • Partnered with internal specialists and external professionals (CPAs, attorneys) while conducting suitability assessments and portfolio reviews, documenting all client interactions in adherence with FINRA, SEC, and Edward Jones standards. • Utilized CRM and financial analysis platforms to track client activity, identify cross-selling opportunities, and streamline service delivery to simultaneously propel efficient client engagement and customer satisfaction. • Optimized tax efficiency and asset diversification with client-specific plans to deliver comprehensive financial advisement services, including retirement strategies, estate considerations, insurance solutions, and tax-advantaged investment vehicles. • Organized and led educational seminars and client workshops to drive ongoing advisory relationships and client acquisition while improving financial literacy in areas such as budgeting, investment tools and strategies, and retirement readiness. • Conducted competitive analysis, market and customer research to amplify business development initiatives, including targeted marketing campaigns and community engagement, to expand local market presence and client acquisition.

• Developed new business opportunities across the Dallas–Fort Worth Metroplex by conducting market and competitive analysis, evaluating consumer behavior, and leveraging strategic partnerships to expand deal flow and industry presence. • Directed creative and marketing initiatives by setting clear KPIs, monitoring performance, and reporting on outcomes to maximize profitability and strengthen market positioning while collaborating with cross-functional team leads. • Prepared and managed monthly, quarterly, and annual departmental budgets for Marketing and Acquisitions, ensuring cost efficiency and alignment with strategic growth objectives while setting parameters to achieve organizational goals. • Liaise with team leads while coordinating sales and marketing efforts by allocating resources to drive brand awareness, enhance profitability, and achieve company objectives. • Inspire team members to proactively and efficiently identify and fulfill customer requirements by providing personalized support and training for employees.

• Closed a $250k asset acquisition by exploring, assessing, and utilizing public sector coordination and financing, after engaging in networking events and additional programming with senior leaders. • Created lesson plans and exercises to translate previous work experience, fine-tuning prior education and expertise for applicability in specific and historical finance industry scenarios. • Thrived in firm-wide, division & role specific processes and training within Goldman Sachs.

• Spearheaded Pinecone Program, managing the enhancement of Google prototypes, concepts and products across multiple departments and countries to incorporate data driven user experience (UX) research. • Coordinated partnership across 9 different departments and 8 countries to deliver regional specific solutions and customization to enhance client interface. • Troubleshot roadblocks within Google programs to determine root causes and creative solution planning, focusing on the use of adjacent teams and improved collaboration lines through proper, timely communication. • Headed the collection, organization, and dissemination of strategic research insights affecting Google’s long-term UX vision and planning by creating and leading the UX Research Speaker Series, with over 745 participants and attendees. • Presented data driven updates to senior management by analyzing large data sets, outlining trends, and forecasting user behavior, translating complex ideas into high level themes for easy dissemination. • Increased company wide participation for a cross divisional program by 44%, that improved efficiency and reduced duplication of effort by standardizing an inventory of broadcast tools, insights, experiences and procedures. • Drove operational initiatives as Program Manager and Sprint Captain for “Sketch-2-Launchpad” Design Sprints, creating 10 deliverables and designs ready for live production. • Met multiple strict deliverable timelines by recruiting and leading a diverse professional team of 54 designers. • Managed the multi-organizational operation expenditure budget and balance sheets for $6.6 million within Google Core.

• Led 35 international training events through the planning, execution, supervision, and analysis of aviation and radar systems and strategic objectives, while managing and evaluating 14 cross-functional teams of 500, across 21 external companies. • Maintained operational tempo during COVID epidemic, completing 15 high-stakes technical projects by leading highly matrixed teams of technical/non-technical members across 8 separate companies and 3 states.

• Authorized a robust schedule of company projects, promotions, travel, events, training, and equipment maintenance for 600 employees by implementing 25 different trackers and programs to manage a budget of $1.5 million with zero overage. • Updated record mile stoning to ensure compliance with 34 federal regulations, creating timely operational archives 3 months ahead of the required timeline. • Processed travel vouchers while administering corrective action and training to 127 employees, which led to a reduction of 25% in delinquent vouchers. • Reviewed and processed the administrative correspondence required to award 49 medals and certificates to increase personnel promotion and career advancement.

• Implemented and scaled operations over 8 cross-functional agencies from USA, Japan and Korea during Trump-Kim peace talks, to draft and close a contract partnering 3 companies after operating in ambiguity to develop our $100K budget. • Served as operations liaison to US and Korean Air Force officials by providing in-depth reports of man hours and staffing capabilities of the United States Marine Corps. • Corrected and monitored the proper allocation of $50k worth of medical, travel, per diem, and lodging entitlements for United States Marine Corps liaison representatives across 8 adjacent companies. • Facilitated conferences and training, as well as review and refinement for companies’ processes, by setting up security clearances, logistics, and communication between international entities on behalf of partnering CEO’s and higher level management. • Created and implemented new procedures and policies, for proper training and employee turnover, in order to maintain a 100% compliance rating despite a rushed and undermanned transition period.

• Managed 30 international aviation training events through the planning, execution, supervision, and analysis of aviation and radar communication systems exercises, while leading and evaluating 9 cross-functional teams of 60, across 8 departments. • Conducted 15 site surveys while mapping out systems architecture diagrams, managing risk and navigating priorities from stakeholders and engineering teams, to build independent off-site communications infrastructures with optimal fidelity. • Augmented CEO’s situational awareness and decision-making, briefing senior staff on the statuses of over 120 personnel and 1,000 classified items across 4 states, by maintaining 19 different daily reports and tracking systems. • Updated over 90% of legislative materials within the company, implementing new policies and procedures to meet State and Federal Requirements.

• Qualified in the operation and troubleshooting aircraft electric, hydraulic, fuel, and communication systems. • Completed Primary Flight School, Survival and Evasion courses, Flight Screening and Aviation Preflight courses for naval aviation training while logging over 50 hours in the T-6A Aircraft. • Nominated to attend the Marine Corps Martial Arts Program (MCMAP) Martial Arts Instructor (MAI) Trainer’s Course after earning a certification as an MAI and conducting over 11,000 hours of individual instruction for required certifications across a 300-person company.

• Designed 6 new user interface consent flows in response to new federal regulations, the Age-Appropriate Design Code, ensuring compliance of Google Ads Personalization for minors. • Developed the Hate Crime Tracker Website for the Asia Pacific-Islander Heritage Hackathon; resulting in 3 awards for usability and layout while serving as program manager and UX designer with a cross-functional team of 14 people.

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