Daniel Budreika

HubSpot

● Top Performing Small Business Growth Specialist JAPAC region - January 2025

Growth Specialist - Small Business

Business Development Representative supporting 3-8 Account Executives. Booking meetings with high-fit prospects through targeted outbound via phone, email and LinkedIn.

● Top performing BDR in JAPAC region - Q1 2024

Associate Inbound Growth Specialist

Principal Business Development Representative

Business Development Representative

Boomer Home Loans

Helped to co-found Boomer Home Loans, a specialist fintech lender for people over 55, after recognising the glaring need to incorporate the family home in whole-of-wealth retirement planning.

Through my networks I contributed to raising necessary capital through Seed, Series A and B rounds ahead of Boomer's launch in the Australian market. Roles have been varied to fit around existing commitments and help needed while the team scales ahead of full launch.

Senior Consultant

Co-founder, Director & Board Member

FMD Financial - Expert financial advisers

Successfully negotiated the sale of Planning for Prosperity before working with the team at FMD Financial Adelaide to carefully transfer each client across to their new home.

Achieved personal consent from each client before attending a warm hand-over meeting with their new adviser.

Transition Consultant

Planning for Prosperity

Responsible for generating new business and building relationships with 100 private clients, whilst leading a brilliant team of four support staff.

In 2021, successfully negotiated the sale of Planning for Prosperity to FMD Financial (Adelaide), ensuring each client and existing strategy was warmly handed over to their new adviser. I am most proud that all in-house staff were taken care of and provided with new roles at either FMD Financial or Boomer Home Loans.

Financial Adviser

Financial management
● Detailed cashflow budgets and expected pipleline
● Setting and monitoring new business targets
● Overseeing accounting and payroll functions

Human resources
● Providing leadership 
● Driving culture
● Management and empowerment of staff
● Engaging with recruiters and interviewing candidates

Operations
● Developing systems and processes (onboarding of new clients and review process for existing clients)
● Identifying bottlenecks and improvements in workflows
● Managing 3rd party relations (software providers, outsourced staffing etc)

Sales and marketing
● Outbound prospecting and lead generation
● Developing and refining sales process
● Regularly reviewing and updating website (writing blogs, content for target clients, calls to action)
● Managing and posting on social media
● Providing interviews for News Ltd finance articles
● Engagement with 3rd party consultants

Co-owner & Managing Director

Barker Wealth Management Group

Paraplanner

Holiday Explorers

Information Officer

Provided assistance to travel consultants

Travel Processor

Business Development Representative at HubSpot | Helping businesses grow with the right marketing, sales and service technology

After running a business and co-founding a fintech, I developed a keen interest in solving problems at scale. My passion and curiosity naturally led me to a successful transition into B2B tech sales.

As an Account Executive at HubSpot my aim is to help orgs in Australia and NZ who suffer from clunky CRM and tech stacks across marketing, sales and service that...

➤ Are complex to use --> Low user adoption
➤ Poorly integrated --> Lack of automation
➤ Have siloed data -->  Limited reporting and decision making
➤ Expensive to use --> Poor ROI

Wuilfredo Montero

Suricatum

I provide technical and functional support to internal users and external clients, ensuring the availability, stability, and continuous improvement of an internal application built on AppSheet.

My responsibilities include resolving access, display, and usage issues; configuring new functionalities based on team needs; performing usability tests; and making adjustments to integrated spreadsheets (Google Sheets).

I also support administrative and operational staff in using digital tools effectively, identifying areas for improvement, and ensuring a smooth and reliable user experience.

Key achievements:

- Proactively developed Suricatum’s core application in AppSheet, replacing manual spreadsheet processes and improving data accessibility.

- Received CEO recognition for applying a user-centered approach and delivering effective support to internal and external users.

IT Support Specialist |  App and Digital Tools Support

ID for Ideas

Led software development teams across Latin America using Scrum principles, creating a collaborative and efficient environment that promoted self-management and continuous improvement. Successfully introduced agile ceremonies with newly formed teams, resolving over 80% of development blockers and boosting team productivity and collaboration. Enhanced team efficiency and software development through effective facilitation and fostering a culture of trust and ongoing learning.

Scrum Master (Volunteer)

Registraduría Nacional del Estado Civil

Provided administrative support for electoral processes and contributed to the planning of activities and resources to ensure the successful execution of the 2021 Youth Council and 2022 Congressional elections. Implemented detailed planning and effective task assignment, followed by thorough monitoring to ensure timely completion and adherence to quality standards, which facilitated smooth and compliant electoral operations at the municipal level.

Administrative Assistant – Projects

Corporación Opción Legal

Supported the implementation of the "Strengthening the Documentation Program for Vulnerable Populations" project by the National Registrar. Led a team that successfully canceled 93% of assigned identification appointments across seven service units, preventing large gatherings of foreign nationals and improving operational efficiency.

Planned, developed, and assessed the feasibility of business projects and provided support in designing academic projects for university students. Successfully created a comprehensive business plan for an Automotive Center, leading to seed funding approval from Fondo Emprender.

Project Consultant Independent

I am passionate about helping people solve problems through practical and accessible technology.

I am a professional with over 2 years of experience in functional IT support, process automation, and the strategic use of digital tools. I have provided technical and functional assistance to internal users, developed no-code solutions with AppSheet, and promoted the adoption of platforms such as Google Workspace and Jira in both public and private environments.

My core competencies include delivering technical and functional support, automating manual processes with no-code tools, managing incidents and service requests, configuring digital solutions, training teams on collaborative platforms, and driving continuous improvement in technology-driven environments.

As a Scrum Master with more than 1 year of experience leading agile teams in volunteer projects, and a background in project management, I have cultivated a team-oriented mindset focused on collaboration, adaptability, and value delivery. I have coordinated both remote and on-site teams, promoting agile practices and continuous learning.

Currently, I am focused on advancing my career in IT Support and IT Service Management, aiming to contribute to technical teams through functional support, user enablement, process optimization, and the implementation of digital solutions. I am committed to growing in environments where technology, service excellence, and continuous improvement are core values.

+ 57 300 827 40 40 | wuilfredo.monterom@gmail.com

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Daniel Budreika

Wuilfredo Montero Munoz

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