Experience

Securitize

• United States
• Financial Services
• 1 - 100 Employee

• SEC registered digital stock transfer agent

  • Feb 2022 - Present



Pacific Stock Transfer Company

• Nevada, New Jersey

• SVP of marketing and sales

  • Aug 2017 - Present

  My role is all about driving sales of Stock Transfer Services. I am utilizing my 30 years of experience in initial public offerings and expertise in the banking industry to develop Pacific Stock Transfer as a leader in the Stock Transfer Industry. * Organization of efficient S-1, REG A + , and Pre-IPO services. Simplifying the coordination between the company, legal counsel, and underwriters. *Expanding my expertise in the Banking, Thrift, and Credit union industries. Ensuring the highest level of client satisfaction. Show less



AST

• United States
• Financial Services
• 300 - 400 Employee

• Vice President of Bank Stock Transfer Agent Services

  • Mar 2015 - 2016

  In this position, I focused on stock transfer agent and Financial services with both existing and prospective publicly traded clients within a targeted business-to-business segment. It is a balance of strategic planning and relationship management. I set the direction of the CMO and sales manager for the sales and marketing with a focus on digital marketing, increasing service visibility with clients, and maximizing sales and profitability to the Banking and credit union industries. • Developed multiple sales strategies, e-biz plans, and forecasts based on research and competitive analysis. • Maintained a strong and sustainable market position for future business by building and maintaining a strong network of B2B industry contacts and by ensuring the highest levels of client service. Show less



Registrar & Transfer Company

• Financial Services
• 1 - 100 Employee

• Vice President of Sales, Sales manager

  • Apr 1986 - Jan 2015

  In this position, I oversaw and guided the entire B2B sales cycle, which included developing and implementing e-biz plans and strategies for driving sales of stock transfer and financial services with targeted publicly traded companies. In addition, I was sales manager and supported sales executives with the preparation and presentation of proposals, as well as personally negotiating contracts and closing deals, working with C-level client executives and outside SEC attorneys. In addition, I provided critical market research to the CMO for the development of new product and services.• Secured more than 1,700 publicly traded accounts during tenure with company, with strong account retention across a 25-year period.• Built niche in the banking market and closed sales of more than 1,000 banks over tenure.• With the help of just one assistant, on-boarded more accounts in 4 years than a major competitor Show less

• Vice President of Marketing and CMO

  • Apr 1989 - 2015

  I developed the overall marketing plan and strategic objectives for the marketing department and sales management. This included developing and managing the marketing mix, designing all marketing materials, optimizing all e-biz and digital marketing, setting up and coordinating all advertising placements. Managed all third-party B2B relationships, including vendors, advertising agencies, and Public relation firms. • Organized conference exhibits, events, webinars, and joint partner presentations.• Developed a complete understanding of marketing financial services to the banking, credit unions, and publicly traded companies.• Managed public relations as stock transfer agent for publicly traded companies. Show less