PROFILE:
Highly skilled executive with expertise in business development, generating and securing new business, high-level consultative sales, sales training and management, corporate finance.
DEMONSTRATED EXCELLENCE IN:
„X New Business Development.
„X CLOSING.
„X Selling to sophisticated clients and high-level executives.
„X Employing various terms and/or financial instruments.
„X Structuring and successfully negotiating deals.
„X Raising capital.
„X Communication and motivation as a manager.
„X Organization, self-management and work ethic.
„X Broad-based executive management of a small organization.
EXPERIENCE:
Jan. 2005 XXXX BEVERAGES. New York, NY.
-Present Founder, President, CEO and Chairman. Raised over $2 Million in angel financing. Acquired distribution with top wholesale distributors as well as regional and national retailers.
„X Created a beverage company on a shoe-string budget of about $100K (self-financed) and $220K from ¡§friends and family.¡¨
„X Engaged top consultants (with cash/equity compensation) named and built the brand, created the logo, packaging, positioning and marketing plan as well as trademark and legal strategy.
„X Sourced and negotiated an angel round of financing for $1.875MM. Secured a pre-money valuation of $3.75MM on a business that was only averaging $5K/month in sales at the time.
„X Sold in the product to Super Target nationwide, Whole Foods, Central Market, and several other top retailers in year one.
„X Featured in approximately twenty-five major newspapers, magazines and websites (including most industry trade publications) in year one.
„X Introduced line extensions that led to deals with many top distributors as well as retailers such as Sheetz C-stores (300 store chain in the mid-Atlantic) Stop & Shop (number one supermarket in the northeast) Mega-Mart (the largest retailer in Jamaica) and others.
„X Evolved the business strategy to address new market needs by creating and launching the first natural soda fortified with vitamins and antioxidants that comes in popular flavors like cola and lemon-lime. Although the product was extremely well-received by distributors, the company developed a liquidity problem and was unable to continue operations.
Feb. 2001 - OPPENHEIMER & CO., New York, NY
Dec. 2005 Director, Investments
„X Employed financial planning and professional money management on behalf of high net worth individuals and corporate clients in order to create and oversee successful personalized securities portfolios.
„X Experience, production and perfect compliance record, led to the title of Director.
„X Oversaw and co-managed approximately $100 million in assets.
Feb. 1995 - ADVEST, INC., New York, NY
Feb. 2001 VP, Investments
„X Developed methodology for employing financial planning and professional money management to create sophisticated portfolios for clients while acting as consultant.
„X Ahead of trends in the industry, transitioned to fee-based compensation and utilized professionally managed wrap accounts by hiring institutional third-party money managers.
Feb. 1995 - GRUNTAL & CO., New York, NY
Aug. 1993 VP, Investments
„X Initiated and managed a telemarketing and sales training program for stockbroker-trainees.
„X Established a successful retail brokerage business entirely through cold selling to high net worth individuals and small or mid-sized corporate accounts.
Jan. 1990 - PAINE WEBBER, New York, NY
Aug. 1993 Investment Executive
„X Number one trainee in the country (out of approximately 40) in first-year production as a broker-trainee.
1992-2004 CHANNELING OWEN, New York, NY. www.channelingowen.com.
Primary Songwriter, Drummer, Manager
„X Throughout most of my career on Wall Street I also concurrently maintained a career as a professional musician. Channeling Owen received airplay on over 300 college radio stations, had a song I authored featured on the hit network television show Dawson¡¦s Creek, and I was the featured interview in a six-page article in Forbes ASAP about how the internet was changing the industry. The band recorded and released four full-length CDs.
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ADDITIONAL CONSULTING EXPERIENCE:
2003-Present XXXX (BRAND LICENSING AGENCY). New York, NY. www.ripeideas.com.
ADVISOR/CONSULTANT ¡V Advised and created strategy for sales, corporate finance, deal structure, negotiating, raising capital and general day-to-day business matters.
„X Structured and advised the company on possible merger or fundraising options.
„X Assisted the agency and an investor to acquire the trademark to the vintage 80¡¦s brand, Camp Beverly Hills. Spearheaded negotiation of three separate deals including the brand acquisition and XXXX¡¦s representation of the brand. XXXX took a meaningful equity stake, and also secured the agency rep agreement while investing no cash whatsoever.
„X Frequently advised on sales, deal-making, negotiating issues with clients, retailers, licensees.
2007-Present ¡§PRAYING WITH LIOR¡¨ & RUBY PICTURES (DOCUMENTARY FILM). New York, NY. www.prayingwithlior.com.
ADVISOR/CONSULTANT ¡V Advised, led negotiations and created strategy for a film which has already won the National Media Award from the National Down Syndrome Congress, the Association for Americans with Intellectual and Developmental Disabilities. It has won 5 audience awards and has been named a Critic's Pick by the New York Times, Philadelphia Inquirer, Washington Post, and New York Magazine. The film is also considered a candidate for the Oscar for Best Documentary.
„X Negotiated and collaborated on structuring a distribution deal for the film with one of the largest documentary film distributors in New York.
„X Helped to create and implement a direct marketing outreach program
„X Advised on general business affairs and negotiated additional deals.
EDUCATION:
CORNELL UNIVERSITY, New York, NY.
Graduated 1989.
„X BS in Communication, Concentrations in Creative Writing and Marketing & Advertising. |
