Education:

Relevant Experience:

Rotterdam School of Management

Rotterdam, The Netherlands (1997)

(MBA) Business Administration

Strategic management, organizational development & change, international business, finance, marketing, management of technology and human resource management.

(MBI) Information Technology

Relational and object-oriented database management, object-oriented analysis and design and decision support systems.

University California Santa Cruz

Santa Cruz, California (1994)

(BA) Bachelor of Arts, Politics

References:

Mr. Geoff Tudisco

EVP of Business Development, Co-founder

BUYandHOLD Securities Corporation (2000)

Director of Business Development:

Instrumental in fostering an unprecedented account growth, from (02/00) 22,000 brokerage accounts to (10/00) 130,000 brokerage accounts.  The only marketing effort which took place during this time period was an Online Account Acquisition Partnership Initiative created and implemented by the Business Development division, -- it was primarily this initiative that pushed BUYandHOLD up in the ranks from 255^th to 12^th largest online discount brokerage, measured by number of accounts.

Contract Negotiation & Partnership Management:

Negotiated Licensing, Distribution, & Acquisition deals / Maintained relationships with the following partners: AT&T WorldNet; bivio.com; CBS Marketwatch-BigCharts.com; CNN; CompanySleuth.com; Direct Advice; Edgar-Online; Enterprise Engineering; Inlumen (Formerly NewsAlert); Innovest; Intuit; Marketplayer.com; MDR Information; Motley Fool; Mpower.com; MyPoints.com; Reliaquote; SS Investor; Stockpoint.com; Stocks&News.com; UsaToday; and Zacks.

Direct Stock Market (1999)

Contract Negotiation & Partnership Management:

Negotiated Licensing & Distribution deals for webcasting & video presentations with Yahoo, Excite, UCLA, Investor's Business Daily, Nasdaq / AMEX, Quidel Corp, Tech Capital Magazine, RR Donnelley & Sons, etc.   Developed & still maintain a substantial contact base in the Finance & Venture Capital communities both in Southern California.

John Hancock , (1998)

Junior Strategic Planner, Signature Business Insurance Services

Formulated, with the agency’s senior management, a new sales & marketing initiative for John Hancock’s newest Long Term Care product.  The initiative targeted mid-sized emerging growth companies in Southern California.

JSI Shipping International, Inc., (1997)

Business Development & Sales, Los Angeles Region

Formulated & implemented a new sales & marketing initiative, which heralded JSI’s entrance into the Biotech market.  I successfully lead the initiative to close sales and build a strong book of business for JSI in this new market. 

Pangaea Chai Brewers, (1995)

Partner, Vice President of Business Development & Sales

Designed & executed the company’s successful marketing initiative.  The crux of this plan was to foster long term repeat business from referral generating agents.  I personally closed over 75% of the primary sales accounts within the first year of operation.