Bill Davlin Email and Phone Number
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Entrepreneur with over 20 years in the CEO, CFO and Director positions. Deal work experience in both private and public companies. Skilled in creating and implementing a strategic plan. Experienced in the Media, Advertising, Internet and the lnvestment Industries. Extensive equity portfolio management experience.
Uplift Ventures
View- Website:
- upliftnaturally.com
- Employees:
- 6
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Cfo & DirectorUplift Ventures Oct 2018 - PresentDover, MaUplift is a mobile app solution that resyncs your body clock to your new time zone neutralizing Jet Lag or Desynchronosis. The Uplift app guides you through our proprietary biorhythmic acupressure system to provide a natural solution for a global problem.Dr. Charles Krebs created the Uplift protocol in 1998 as a result of his constant business travel between Australia and Germany. Dr. Krebs is the author and co-author of four books and over 50 published papers on kinesiology, acupressure, and neuroscience. He holds a PhD in Biology & Physiology from Boston University and is the creator of the Learning Enhancement Acupressure Program (LEAP) that is used by thousands of practitioners in 9 countries to treat dyslexia, ADD ADHD and more. Our story and journey at https://www.upliftnaturally.com -
Independent DirectorSynqy Corporation Jan 2013 - Jan 2019Pleasent Hill, CaAn early stage SaaS provider to internet retailers with a focus on grocers. -
PresidentDavlin Fund Advisors, Llc Oct 2016 - Oct 2018Wayland, MaProvides temporary and short-term CFO services to early stage companies with a focus on planning, finding, negotiation and completing financial transactions.12/2016 – 8/2017: Short-term CFO for Sequoia IMS, LLC, Pleasant Hill, CA. Assisted in preparing, finding and facilitating a transaction selling the firm to Surefire Local. Terms Undisclosed. 12/2016 – 7/2017: Financial Consultant to SYNQY Corporation, Pleasant Hill, CA. Assisted in preparing the firm’s financial plan for a venture capital round.
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Founder, President, Portfolio Manager & TrusteeDavlin Philanthropic Fund (Ticker: Dpfdx) Feb 2007 - Oct 2016Wayland, MaCreator of the Davlin Philanthropic Fund (ticker: DPFDX), the first 40 Act Registered Mutual Fund that donates 33.3% of the management fee and 100% of the adviser’s profits to charities chosen by the investors. An all-cap domestic stock mutual fund utilizing a value style investment approach. Performance from its launch on June 11, 2008 through liquidation on September 31, 2016 was an average annualized return of 8.47% versus the S&P 1500 Composite Index return of 8.25%. Responsibilities included analyzing dozens of different industries, hundreds of different companies, and thousands of different deals each year in order to find situations when the public valuation did not accurately reflect a company’s true value.
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Founder, President & TrusteeDavlin Foundation Feb 2007 - Oct 2016Wayland, MaA 501c3, non-profit created to manage and distribute the donations for the Davlin Philanthropic Fund.
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Cfo, Partner & DirectorBurst Media Sep 1996 - Feb 2007Burlington, MaHelped developed the business model and strategic plan to take the company from conception to a ranking of the 11th largest internet property in the U.S with 95 million unique monthly visitors and nine offices throughout the United States, one in the United Kingdom. Personally developed many of the departments as well as the processes and procedures that ran the firm. Also responsible for implementing all of the financial, accounting and reporting systems. Succeeded in finding, negotiating, and closing two rounds of angel funding, one round of strategic funding with INTEREP National Radio Sales, Inc. and one round of VC funding with Summit Partners totaling $18.75 million. Led the team that filed a Form S-1 Registration Statement in the U.S. in March of 2000, which was withdrawn in November of 2000 and followed by a successful IPO on the London AIM Exchange in April of 2006.
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Research AssociateRoyce & Associates Sep 1992 - Sep 1996New York, NyProvided general qualitative equity research for all of the Royce funds utilizing a traditional "value" investment style. Responsible for the full investment cycle from idea creation, to qualitative research, management meetings, company visits, earnings modeling, stock valuation, and order placement. The position required meeting regular deadlines for investing funds, creating investment ideas, and publishing findings. Managed an unrestricted $26mm sub-portfolio with trades mirrored into the Royce Low Price Fund, Royce Micro-Cap Fund, and Royce Micro-Cap Trust. -
Financial AnalystEquitable Financial Companies Jan 1991 - Sep 1992New York, NyProvided analytical support in establishing value with respect to the 1991 private placement with Groupe AXA Corp. and 1992 IPO. Also responsible for planning, forecasting, and analyzing actual earnings for the firm's equity and limited partnership portfolios, totaling $2.7 billion in size. -
Technical AnalystEquitable Financial Companies Oct 1988 - Dec 1990Secaucus, NjA two year training program that required extensive financial analysis in both STAT and GAAP, cash flow analysis and management, and computer modeling.
Bill Davlin Skills
Bill Davlin Education Details
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Mechanical Engineering
Frequently Asked Questions about Bill Davlin
What company does Bill Davlin work for?
Bill Davlin works for Uplift Ventures
What is Bill Davlin's role at the current company?
Bill Davlin's current role is CFO at Uplift Ventures.
What is Bill Davlin's email address?
Bill Davlin's email address is wd****@****hoo.com
What is Bill Davlin's direct phone number?
Bill Davlin's direct phone number is 1 508-276*****
What schools did Bill Davlin attend?
Bill Davlin attended Fordham Gabelli School Of Business, Lafayette College, The Lawrenceville School.
What skills is Bill Davlin known for?
Bill Davlin has skills like Strategic Partnerships, Venture Capital, Investments, Due Diligence, Management, Finance, Mobile Advertising, Social Media Marketing, Mutual Funds, Start Ups, Sem, Alternative Investments.
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William Davlin
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William Davlin
Wayland, Ma -
William Davlin
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