Chief Executive Officer at Pacific Stone
BACKGROUND Results-driven, well-rounded strategic leader with 20+ years of management, sales, marketing, operations and financial experience building high-performance teams to increase revenues and profitability. Skilled communicator and leader, proficient at developing and implementing effective strategies, deftly managing finances, building complex platforms, leading teams, and negotiating winning business alliances. SELECTED ACHIEVEMENTS • Planned and implemented aggressive retail marketing and placement strategies that resulted in two consecutive years of massive growth exceeding 300% annual revenue growth. • Raised over $50MM in PE capital for cannabis retail chain • Managed growth of retailer from a single location to seven throughout California in less than 18 months. • Launched RIA money management firm focused on ETFs by designing and implemented the strategic sales and management plan, building the firm’s investment portfolio to over $525+ MM AUM in just over four years. • Strategically developed multi-channel market specific representation with 42 different teams putting over 350 representatives on the street. • Negotiated key marketing alliances and partnerships with broker-dealers, key investment RIA’s and ETF companies, while developing win-win growth strategies. • Co-developed two brand names that achieved 40% domestic market recognition within 18 months. • Successfully developed, launched and marketed over 50 new consumer and professional products that are available in the marketplace today in multiple (inter)national distribution channels. • Public speaking with weekly interviews, presentations and speaking engagements for investors, advisors and distributors on various platforms, including spokesperson role for national media.
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