Experience

Securitize

• United States
• Financial Services
• 1 - 100 Employee

• SEC registered digital stock transfer agent

  • Feb 2022 - Present



Pacific Stock Transfer Company

• SVP of marketing and sales

  • Aug 2017 - Present

  Nevada, New Jersey 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… Show more 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

  New Jersey 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… Show more 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

  Cranford, New Jersey 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… Show more 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

• Vice President of Marketing and CMO

  • Apr 1989 - 2015

  Cranford, NJ 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… Show more 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.