Paul Bastone
Consultant, Special Projects at Western Express- Claim this Profile
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Russian Professional working proficiency
Topline Score
Bio
Credentials
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FCA
Financial Conduct Authority -
Series 24, Series 7 and Series 63
FINRA
Experience
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Western Express
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United States
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Truck Transportation
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700 & Above Employee
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Consultant, Special Projects
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Aug 2019 - Present
• Recruited by CEO & principal shareholder of privately-owned fast-growing truckload carrier and freight broker to improve critical operating processes and prepare for future growth. • Completed projects leading cross-functional teams to harvest and analyze data, redesign, automate and digitize workflows, develop analytical tools, KPIs & dashboards, eliminate inefficiencies, train personnel, set performance expectations and instill accountability • Reduced annual operating costs by $5-$7mm and positioned company for future growth. Show less
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Self-employed
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Hollywood, Florida, United States
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Angel Investor
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Jun 2017 - Jul 2019
• Angel investor & Board Member of start-up company that produced and sold branded organic superfood beverages, snacks and salads in Miami & Chicago locations of major fitness club. • Oversaw expansion to eight locations, hiring of key personnel and $1mm private capital raise. • Angel investor & Board Member of start-up company that produced and sold branded organic superfood beverages, snacks and salads in Miami & Chicago locations of major fitness club. • Oversaw expansion to eight locations, hiring of key personnel and $1mm private capital raise.
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J.P. Morgan
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United States
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Financial Services
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700 & Above Employee
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Managing Director Global Co-Head Transportation Investment Banking
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Jan 2014 - May 2017
• Recruited in 2005 to improve JPMorgan's US Transportation IB group. • Transformed underperforming groups in US, Russia and Europe into highly competitive, best-in-class industry groups, expanded client base and increased revenues.• Upgraded strategic and analytical content, hired and developed junior bankers, professionalized client coverage and execution practices.• Cultivated and maintained C-suite and head of M&A relationships to pursue new business opportunities and market a full range of advisory and financing services.• Integrated North America, EMEA and Asia coverage groups into a well-aligned, collaborative, global industry group involving more than 30 bankers.• Built reputation as a strong leader, business driver and long-term culture carrier.M&A Highlights: Originated and executed numerous landmark M&A transactions globally and developed market leadership in cross-border transactions. Led full process execution including due diligence, modeling, valuation, buyer/target outreach, negotiation and tactics.Equity Capital Markets Highlights: Originated and executed numerous first-time engagements as lead-left bookrunner/lead manager resulting in new institutional relationships for the firm. Provided hands-on leadership on equity story creation, positioning & valuation and marketing processes with issuer management teams.High-Yield and Other Debt Capital Markets Highlights: Spearheaded financings for landmark M&A transactions. Originated and executed benchmark debut and repeat debt issuances. Facilitated ratings and marketing dialogue with issuer management teams and select investors. Show less
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Managing Director Investment Banking
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Sep 2008 - Jan 2014
Head of Transportation & Infrastructure Investment Banking, Head of Russia Corporate Finance
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Managing Director Investment Banking
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Jan 2007 - Sep 2008
North American Transportation investment banking client coverage group
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Vice President Investment Banking
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Jul 2005 - Jan 2007
North American Transportation investment banking client coverage group
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GEFCO
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France
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Truck Transportation
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700 & Above Employee
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Board Member
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Jan 2013 - Mar 2015
• Independent Director on Supervisory Board of Russian/French automotive logistics JV. • Served on Logistics Operations Committee, oversaw compliance with terms of joint venture agreement and performance improvement initiatives at key operating divisions. • Independent Director on Supervisory Board of Russian/French automotive logistics JV. • Served on Logistics Operations Committee, oversaw compliance with terms of joint venture agreement and performance improvement initiatives at key operating divisions.
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The Savoir Club - Executive Knowledge Sharing
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United States
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Advertising Services
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100 - 200 Employee
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Vice President and Associate Investment Banking
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Jan 1998 - Jul 2005
US Transportation investment banking client coverage group • Served on original two-member coverage team that built a top-tier US transportation group from the ground up. • Originated and executed a broad range of landmark M&A and equity transactions with bellwether clients. • Developed thoughtful, best-in-class, strategic and analytical content covering logistics, trucking, rail, intermodal, parcel, ocean shipping and other key sectors which directly enabled new business origination. • Recruited and trained junior bankers and became a culture carrier at the firm. • Consistently ranked at top of class Show less
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Education
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1994 - 1996
Harvard Business School
Master of Business Administration - MBA -
1986 - 1990
Middlebury College
Bachelor of Arts - BA
Community
