A seasoned leader in investment and capital management, I have propelled companies like Terra Stone Capital Partners to success by leveraging strategic leadership and operational excellence. My track record includes surpassing revenue targets, pioneering innovations, and executing successful IPOs. With a flair for stakeholder engagement and a robust approach to risk management, I excel in driving organizational growth and market leadership.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Senior Managing Partner
Terra Stone Capital Partners
48 Wall Street, 5th Floor. NY, NY 10005
06.2010 - Current
Oversee startup companies operations, including help with seed capital and subsequent rounds.
Streamlined operations for increased efficiency by identifying areas for improvement and implementing process changes.
Implemented robust risk management strategies to safeguard company assets while maintaining an entrepreneurial culture.
Utilized data-driven insights to make informed decisions that positively impacted the bottom line.
Exceeded revenue targets through strategic planning, market analysis, and resource allocation.
Promoted open communication channels within the organization to improve employee engagement levels across all departments.
Negotiated favorable contracts with suppliers/vendors for reduced costs without compromising on quality or delivery timelines.
Achieved high team performance by implementing effective management strategies and fostering a collaborative work environment.
Responsible for several successful exits via IPO or Buyout/Merger.
Senior Vice President of Investments
Gunn Allen Brokerage
Tampa, FL
03.2003 - 06.2010
Was part of a syndicate responsible of bringing several companies public via SPAC such as, Digital Domaine and Jamba Juice.
Cultivated partnerships with industry leaders to expand business opportunities and collaborations.
Led strategic planning initiatives to drive organizational growth and enhance market position.
Implemented innovative processes for increasing operational efficiency and achieving cost savings.
Fostered strong relationships with key stakeholders to support business objectives and maintain alignment.
Enhanced team performance through effective leadership and development programs.
Directed cross-functional teams to ensure successful execution of high-impact projects.
Spearheaded efforts to expand market share, positioning company as an industry leader.
Senior Vice President of Investments
Josephthal & Company, Inc.
New York, NY
01.1996 - 02.2003
Led the foreign (Israel) desk working with fortune 500 Israeli companies.
Leader sales award 3 consecutive years 1998-2001.
Fostered strong relationships with key stakeholders to support business objectives and maintain alignment.
Founded performance- and merit-based evaluation system to assess staff performance.
Directed technological improvements, reducing waste and business bottlenecks.
Cultivated company-wide culture of innovation and collaboration.
Led strategic planning initiatives to drive organizational growth and enhance market position.
Education
Bachelor of Science - Architecture
New York Institute of Technology
Old Brookville, NY
04-1991
Skills
Strategic leadership
Operational excellence
Organizational development
Budget planning
Industry expertise
Innovation management
Customer relationship building
Stakeholder engagement
Client relationship management
Conflict resolution
Operations management
Strategic planning
Sales strategy development
Data analysis
Administrative management
Marketing knowledge
Partnership development
Performance analysis
Business development
Contract negotiation
Accomplishments
Served in the IDF from 1991 to 1994 with honorable discharge in the rank of Staff Sargent.
Multiple Sales awards.
Supervised team of 100+ staff members.
Resolved product issue through consumer testing.
Affiliations
Member of NIBA (National Investment Bankers Association. CFA Certified (Chartered Financial Analyst). Member of CHABAD young leadership program since 2008.