Experience

GlobalSource Direct, Ltd.

• United States
• Software Development
• 1 - 100 Employee

• Chief Information Officer

  • Dec 2020 - 3 years 1 month

  The GlobalSource Direct SaaS Platform respects the ownership of your brand, your clients, and the way your research is utilized. The platform offers a secure and adaptable solution with features that help to manage and grow your business and to remain nimble in the everchanging technological and regulatory landscape. Stay competitive without sacrificing control of your information!



Stratevie Media, LLC

• Technology, Information and Internet
• 1 - 100 Employee

• Early-Stage Co-Founder/COO/Investor

  • 2018 - 5 years

  Stratevie aggregates and normalizes comprehensive content focused on asset managers for financial advisors, so they can better inform their clients. Demographic information is provided to the asset managers, so that they can understand how advisors learn about them. Co-developed business model, launch ready product and appropriate data set for independent brokers/financial advisors. Marketing to potential early investors and clients.



Informa Financial Intelligence

• United States
• Financial Services
• 1 - 100 Employee

• Head of Institutional Product, Informa Finanacial Intelligence

  • 2016 - 2018

  White Plains, NY Informa Financial Intelligence is a provider of fund, wealth management, investment, and retail banking market intelligence software, data, implementations, conversions and services. $135M Revenues.600 employees. 6 countries. US Offices:10. Served on business unit and product strategy executive committee. Matrixed operational responsibility for two business segments. Served as product evangelist for marketing and sales to acquire and retain large enterprise customers. Charter was to… Show more Informa Financial Intelligence is a provider of fund, wealth management, investment, and retail banking market intelligence software, data, implementations, conversions and services. $135M Revenues.600 employees. 6 countries. US Offices:10. Served on business unit and product strategy executive committee. Matrixed operational responsibility for two business segments. Served as product evangelist for marketing and sales to acquire and retain large enterprise customers. Charter was to stabilize and grow business through a long overdue platform development and migration effort. Led outsourcing of data operations. Built business case and initiated large-scale development project developing next generation IIS product stack. Contributed to planning for key product upgrade for EPFR business, leading to significant revenue growth. Subject matter and solutions expert on sales teams which drove multimillion-dollar account acquisitions, including three financial services companies with a combined market cap of $318B.

• Head of Business, Informa Investment Solutions, iMoneynet

  • 2016 - 2018

  White Plains, NY



Zephyr

• United States
• Financial Services
• 1 - 100 Employee

• Joint CEO/Managing Director

  • 2003 - 2016

  White Plains, NY Promoted by CEO to initially co-run and then solely run combined business units with full P&L responsibility for independent subsidiary. Charter was to scale the business through acquisition and market synergies. Grew business by 6X. Maintained 30 to 40% EBITA. Maintained #1 market position and leadership. Led acquisition strategy, due diligence, transactions and fully integrated 6 businesses in multiple locations. Grew organic revenue through market synergies, selling… Show more Promoted by CEO to initially co-run and then solely run combined business units with full P&L responsibility for independent subsidiary. Charter was to scale the business through acquisition and market synergies. Grew business by 6X. Maintained 30 to 40% EBITA. Maintained #1 market position and leadership. Led acquisition strategy, due diligence, transactions and fully integrated 6 businesses in multiple locations. Grew organic revenue through market synergies, selling core products to acquired clients. Grew business during 2008 financial crisis by providing invaluable performance reporting tools to major banks; acquired enterprise clients with combined market caps of $497B. Show less



Effron Performer

• CEO/Managing Director

  • 1999 - 2003

  White Plains, NY Promoted by Informa management to CEO of subsidiary upon founder retirement. Purchased by Informa in 1998. Chartered to scale and broaden scope of customized financial portfolio performance measurement company. Managed small entrepreneurial teams. Grew revenue by 125% over 5 years, exceeding business unit corporate growth target of 10% year over year. Emerged as market leader. Doubled EBITDA from 20% to 40% over 5 years. Reduced system maintenance… Show more Promoted by Informa management to CEO of subsidiary upon founder retirement. Purchased by Informa in 1998. Chartered to scale and broaden scope of customized financial portfolio performance measurement company. Managed small entrepreneurial teams. Grew revenue by 125% over 5 years, exceeding business unit corporate growth target of 10% year over year. Emerged as market leader. Doubled EBITDA from 20% to 40% over 5 years. Reduced system maintenance requirements and costs by 40% by integrating three software products into one. Professionalized business processes recruited leadership team and customer facing organization. Show less



Effron Enterprises Inc

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Developer, Head of Performance Products, and Previous Positions

  • 1983 - 1999

  Port Chester, NY Effron Enterprises was a provider of customized portfolio accounting, performance measurement and evaluation software, data, implementations, conversions and services. $3M Revenues. Reports: 25. Upon graduation from college, recruited by owner of small fintech company as an IT systems analyst. Delivered first commercially available reporting, accounting and performance evaluation system enabling the delivery of low-cost managed accounts to large client base, generating explosive growth… Show more Effron Enterprises was a provider of customized portfolio accounting, performance measurement and evaluation software, data, implementations, conversions and services. $3M Revenues. Reports: 25. Upon graduation from college, recruited by owner of small fintech company as an IT systems analyst. Delivered first commercially available reporting, accounting and performance evaluation system enabling the delivery of low-cost managed accounts to large client base, generating explosive growth brokerage industry clients. Wrote and implemented custom portfolio accounting and performance systems for major investment management houses. Wrote and implemented high end performance measurement system for institutional customer base at a major brokerage house. Implemented multi-currency accounting, calculations and reporting for product base Show less