Blair Carey, Cfa Email and Phone Number
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I am the founder and principal at InsideCRO, a business development group that specializes in delivering world-leading industrial technologies to North American end users. With over 20 years of experience in sales, finance, capital markets I have the credentials and competencies to help my clients achieve their revenue goals and grow their market share.My mission is to lead the InsideCRO revenue acceleration team every day into battle on behalf of industrial technology clients, usually in the fields of IoT, AI, DevOps, SecDev, or predictive analytics. We use institutional grade technologies and processes that provide the highest meeting connection rates in the industry. In working with us, clients receive booked meetings with highly targeted and relevant prospects in the first few days of the program, and revenues come shortly after that. I also share my knowledge and insights on revenue operations through my blog, which forms a place of knowledge transfer that can benefit everyone in the industry.
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Cro, Chief Revenue Officer, Revenue AcceleratorInside Cro Jul 2017 - PresentDallas, Texas, UsAs the Chief Revenue Officer, I lead the InsideCRO Revenue Acceleration Team every day into battle on behalf of Industrial Technology clients (usually IoT, AI, Devops, SecDev or Predictive Analytics offerings).Our team comprises of experienced of Data Analysts, Outbound SDRs, Sales Execs, and Lead Gen specialists.We use institutional grade technologies and processes that provide for the highest meeting connection rates in the industry.In working with us, clients receive booked meetings with highly targeted and relevant prospects in the first few days of the Program. Revenues come shortly after that.As a Fractional Revenue Officer or Sales Leader I directly assist clients with building and managing their go to market teams including, but not limited to, advising on hiring or termination of personnel, implementation of technologies and creation of Brand Equity programs.Our site forms a place of knowledge transfer that can benefit everyone in Revenue Operations, but our Acceleration Programs are helping leaders and investors at funded startups and mature companies grow and build their businesses including but not limited to:#GrowthMarketing#SalesDevelopment#LeadGeneration#DemandGeneration#SalesEnablement#SalesEngagement#SalesManagement#DataScience#BrandEquityIf you want to learn more about the elements of Marketing, Sales, Data and People, say tuned to my profile or visit insidecro.com. -
Managing DirectorArcstone Israel Dec 2024 - PresentI work with Israel's most innovative companies and investors to help open US and Canadian public and private markets to them so they can continue their journey. We provide the following to the Israeli market:1. Institutional quality equity research distributed to North America's premier investors helps Issuers gain visibility and brand recognition2. Capital markets advisory helps Issuers determine which exchange (NASDAQ, TSX, NYSE, CBOE) is best for them, when to list and how to properly execute the process.3. Capital raising and syndicate management - through our extensive network of US broker-dealers and family offices we assist Issuers and Funds with their capital raising needs4. Valuation & Fairness opinions - we assist executives and boards in meeting their legal requirements for a variety of purposes including non-arms length transactions and M&A assessments5. Acquisition & Disposition of Intellectual Property6. Mergers & Acquisition advisory In particular, I lead our internal processes related to cross-listing for existing public companies, IPOs, RTOs, equity research, fairness opinions, data management, due diligence and capital raising for our Issuer clients. -
Business Development AdvisorDiffusion Labs Ai Nov 2024 - PresentDiffusion Labs is building the first and most comprehensive AI Agent for Equity Research Analysts and Portfolio Managers.By assembling the mosaic of unstructured SEC and financial data into one easy to use AI agent, analysts and portfolio managers are saving hundreds of hours of manual research efforts.We're actively seeking design partners to test the system, so if you want to learn more send me a DM and I'll respond accordingly. -
FounderSmartot Jan 2019 - PresentSmartOT is a business development group focused on delivering world-leading Industrial Technologies from around the globe to North American End Users.Our represented Industrial Technologies come from a variety of manufacturers and are focused on industries with needs for Industrial Automation, Cybersecurity, and Remote Field Data Collection using IoT, AI and Predictive Analytics technologies..Typical clients receive direct access to Oil & Gas, Water & Wastewater, Light & Heavy manufacturing decision makers.We use proven sales methodologies and processes to provide our clients with the highest probability of growing in these industries and markets. -
Revenue Operations AdvisorPharmbills Feb 2024 - Apr 2024New York, New York , UsActing as the Head of Revenue Operations, I'm bringing world class practices and coordination to the sales, lead generation, marketing teams to achieve 100% year over year growth in 2024. -
Mentor - Revenue OperationsHighroad Innovation Center Jan 2019 - Mar 2024Azor, Israel, IlIn my role as a mentor at the Highroad Innovation Center I focus my activities with the portfolio companies as follows:I help build their Revenue Acquisition Plans for the North American Markets (NAM).I help them build their contacts in advance of events using outbound marketing or sales operations systems or methods.I teach outbound sales and marketing methods to the founders ans other team members as necessary.I help connect them to like-minded operations in NAM.I help negotiations with NAM customers and review terms and conversations.At present, I am directly working with teams at:Co-ing (now With) - a digital platform that is connecting communities and neighbourhoods where the data is owned by the users, not the platform www.coing.coCA Story - An AI-enabled platform that allows contractors and developers to track, monitor and predict the impact of defects and modifications before they occur. www.castory-ai.comAciist - building the backbone of the Smart City www.aciist.comAura Air - an aftermarket air filtration system that not only ensures the air in enclosed spaces is free from foreign elements, but also provides real-time data on air quality. -
Vp, CommercializationSerendipity Media Jan 2022 - Sep 2023Calgary, Alberta, CaWorking with the senior leadership team, I am creating the entire infrastructure for global media brand and content distribution sales. -
Associate InstructorFinancial Edge Training Jul 2020 - Sep 2023London, England, GbHelping the next generation of investment managers, bankers and private equity professionals develop the tools and mindset they need to succeed in today's fast-paced market. -
Business Development ManagerTrullion Nov 2021 - Jun 2022New York, Ny, UsTrullion eliminates the confusion and headache related to managing your lease book or deferred revenue schedules.As a result, your Controller and GL team spends less time figuring out how to enter data into your ERP and more time ensuring that those leases are actually driving the business.Oh.. and ASC 842 or IFRS 16 compliance is done without the hassle of a massive "project". -
Gtm AdvisorWorkorder Jun 2021 - Feb 2022Helping the Workorder team launch the next generation takeoff estimation system for developers, general contractors and cost estimators. -
Sales Development Manager - North AmericaBeyondminds Dec 2020 - Oct 2021Tel-Aviv, IlHelping Enterprise level customers experience the simplicity and ease at which a full stack AI system can be implemented to solve the hardest edge case challenges.Curious about how AI can help you with your major challenges?Send me a DM and I'd be happy to have a quick discussion to see if there is a fit. -
AdvisorNoria Water Technologies Jun 2020 - Apr 2021Los Angeles, California, UsWorking with Noria's executive team and board to build a consistent opportunity pipeline of North American Municipal prospects for their world-leading Reverse Osmosis monitoring technology. -
Sales Development Manager -NamPanaya Jul 2019 - Nov 2020Hod Hasharon, Center, IlWorking with the NAM Sales and Sales Engineering teams to hunt and source qualified leads & opportunities for Panaya's world leading software solution for SAP, Oracle and Salesforce users. -
Business Development LeaderSecbi Sep 2019 - Apr 2020Tel Aviv, Israel, IlI lead the SmartOT and InsideCRO teams to develop new markets for SECBI in the United States and Canada for their world leading Autonomous Investigation and Threat Detection technology. -
Managing Director, Revenue Operations Due Diligence. Valuation, AdivsoryKelemen & Company Llc Nov 2014 - Nov 2019Calgary, Ab, CaIn my work with Keleman and Company I assist clients in a variety of engagements. When working with prospective acquisition companies: I lead our Revenue Operations due diligence process.For our portfolio companies, I provide advice on how to accelerate revenues through the InsideCRO Revenue Accelerator Program.We're currently seeking to buy a independent auto dealers that are in leadership transition, help new and established IoT startups obtain growth capital and drive scale at various SaaS companies. We also love the aggregate business!For Business Operators, we help them understand what processes and skills need to be in place so as to maximize their opportunities for monetization or growth. This includes all elements of the Revenue Operations framework.As part of the Keleman and Co team, I use my prior business experience and valuation skills to help companies create better outcomes for all of their stakeholders. For companies or investors with significant Intangible Assets, we help them understand the value of these assets and how to unlock this value.Come see what we do by visiting www.kelemanandco.com -
Eyecgas Nam Channel Sales Development ManagerOpgal Mar 2019 - Oct 2019Karmiel, Na, IlIn this role, I lead the InsideCRO team to help Opgal build a robust sales pipeline of end users for the ground breaking EyeCGas OGI OOOOa camera for prospects and clients in the US and Canada.We're using InsideCRO's proven lead generation sales development strategies, tools and procedures to re-ignite a market for an established brand of a world class company.#leadgeneration #salesdevelopment #oilandgas -
Director, Global Revenue OperationsAyyeka Jan 2017 - Dec 2018New York, Ny, UsAyyeka's Wavelet is a world leading Industrial IoT solution with multiple industry applications.I lead a number of key Enterprise-level relationships or act as the second lead on key Enterprise-level relationships for our Global Revenue Objectives.As the leader of Revenue Operations I assisted the Ayyeka Technologies team to execute Revenue and Growth strategies and support mechanisms to drive the business forward through it's primary distribution models, including:1. Direct Sales - Ayyeka is targeting a narrow market segment with a direct offering to these users. I lead the Inside Sales and entire Revenue Operations efforts for this initiative. We successfully proved that complex IoT solutions can be sold to end users in the most difficult markets using an advanced remote Inside Sales approach.2. Channel Partners - Companies with a local market presence that will source and service Ayyeka's Wavelet solution in a variety of applications. I sourced and developed most of the initial NAM and APAC channel partner relationships in 2017.I developed and initiated the onboarding, training and channel partner enablement operations with the assistance of the BD and Marketing teams during this time.3. Private Label Programs - Ayyeka provides the Wavelet technology to a variety of product manufacturers that are seeking a communication gateway, data management solution or combination thereof.I developed the structure and contracts for the private label program and acted as the "second chair" on the first Private Label program that was closed with a major public company in 2017.4.OEM Programs - OEM Partners are seeking the core technologies of the Ayyeka Wavelet for their own integrated purposes.5. Strategic Partners or Joint Ventures - Are organizations that are interested in using the Ayyeka Wavelet for specific applications that connect their dispersed assets or create big data solutions which help to optimize dispersed assets. -
Channel Partner ManagerAyyeka Aug 2016 - Jan 2017New York, Ny, UsAs the Channel Partner Manager I supported the US-based VP of Sales with the development and systems to support the channel partner network.I was the lead administrator of the company-wide Salesforce CRM system and supervised the transformation from SalesIQ to Salesforce. -
Managing Director, Ip Valuation, Research, Due DiligenceTwo Jack Capital Jan 2010 - Dec 2018CaUsing extensive experience in valuation, financial analysis, forensic accounting, fraud examination, due diligence and research Two Jack Capital is focused on delivering comprehensive services including damages quantification and expert witness testimony in the private enterprise and Intellectual Property markets.Recent Engagements include:★ Valuation of Investment Advisory Business Client Accounts★ Valuation of a Telecom Patent Portfolio★ Fairness Opinion on $25 million transaction for small cap public companySample of Previous Engagements:★ Valuation of master franchise for consumer goods company★ Valuation of trademarks★ Damages Quantifications for Investment Advisor Negligence★ Assessment of Negligence for Investment Advisory Group★ Valuation of Oil and Gas AssetsPast -
Vp, Revenue Performance GroupMy Single Point (Mysp) Sep 2016 - Feb 2017Tel Aviv, Hamerkaz, IlMy Single Point is an established Enterprise software company with a proven track record of delivering systems with actionable insights to its Enterprise customers.Recently, MYSP launched HELIX to a number of its existing and prospective customers. HELIX helps leaders in large enterprises (5,000 or more team members, at least 10 business or functional units $500M in revenues) grow their business and attain their goals. HOW: HELIX provides visibility on the execution lifecycle of a company's strategy by tracking the deliverables from multi-functional teams as they move towards the corporate goals found in the strategic plan. HELIX is the first top-down system built for these business leaders and is not another BI system that provides historical snapshots of where the business has been performing.*Think Strategic Plan Execution on Steroids.*Think Collaborative Goal Planning, Management and Tracking*Think Rear Window v Front WindowAs Head of the Revenue Performance Group, I manageD the marketing, lead generation, communications and sales development teams. To do so, I use world class tools (Salesforce, AutoPilot, LinkedIn Sales Navigator), Data Science, and some guerilla marketing gumption in our efforts. I managed a small team of a GSD marketers, content writers who helped execute both inbound and outbound strategies. -
Director Of Enterprise Sales And Business DevelopmentKde Group Jul 2015 - Sep 2015Moshav Maor, IlTired of banging your head against wall by doing the same thing and expecting a different result?★Want to really know what drives your business, lab or R&D group towards progress?★The KDE Group helps clients with significant Research, IP or production operations to create better product outcomes and safer, more manageable work environments.In collaboration with our clients, our consultants re-configure our clients' internal workflows and the quality of their output using software tools and business improvement processes. Our clients choose the software model that suits their needs including SaaS and Perpetual licenses or Cloud or On-Premise installations.Our clients see change as necessary so as to deliver better results to their clients and employees and owners. They are bold enough to embrace change despite challenges that change creates. KDE Consultants empathize and help clients embrace the necessary changes so that they can thrive against their Global (and local) competitors.KDE operates in Israel and Central Western Europe (Germany, Austria, Poland, Switzerland). -
Chief Revenue & Operating OfficerTarget Directories Corp Mar 2011 - Feb 2014Toronto, Ontario, CaAs the CRO & COO at Target, I was focused on the development and management of the primary aspects of Target Directories' operations including Sales Management (SaaS, Advertising, Subscriptions), Partner and Business Development, Direct B2B Sales, intellectual property (IP), finance, legal, content strategy, treasury, and personnel. I coached and mentored a number of team members and alumni at various stages in their career.I was the primary stakeholder and executive overseeing the implementation of various initiatives including the execution of Agile Project Management throughout Target's development, content and sales teams. I acted as Product Owner, Business Development Officer, and Strategic Partner in most of Target's business units (there were 5 at its peak). As part of the executive team I executed and developed due diligence on other assets that may be of interest to Target for development or partnership purposes. I was the principal business development executive and change agent for Target's largest business unit: Retirementhomes.com. During my tenure, I was able to develop, close and renew a number of super-regional and national B2B accounts. -
Chief Revenue OfficerRetirementhomes.Com Mar 2011 - Feb 2014Toronto, Ontario, CaAs CRO and Managing Director for Retirementhomes.com, I managed both the internal and external business development and marketing efforts of this business unit of Target Directories. I was responsible for Strategic Partnerships and new Product Development.I was the primary Leader and Change Agent at Retirementhomes.com and as such the sales process, product development process and user interface were dramatically transformed during a difficult market headwinds. Operating in an Agile environment, I was the Product Owner and manager of our site and technologies and worked in concert with our partners and development teams. I directly managed the revenue operations teams for Retirementhomes.com as well as oversaw the daily management of a number of key customer National Accounts and Partnerships. I was responsible for the conception, development, management and execution of all of the Global Business Development and Strategic Partnership efforts. I expanded the built the Sales Enablement program with Consultative Sales and Business Development processes that was appreciated by clients and strategic partners. Through these exhaustive Sales Operations, Business Development and Partnership efforts and rigorous due diligence process (including protection for Intellectual Property), Retirementhomes.com became a highly sought after partner that provided product, technical and information solutions to Senior Living Communities Despite enormous customer churn, my team of sales developers & hunters grew our new business sales by over 15% per annum resulting in increased year over year revenues. -
Vice President, InvestmentsSprott Asset Management Nov 2008 - Dec 2009Toronto, Ontario, CaThird Eye Capital is the portfolio manager to the Third Eye ABL Opportunities Fund and Sprott Private Debt fund. Both provide asset-backed debt financing to a variety of small and medium sized businesses in various stages of development.In my role as VP Investments, I was responsible for Investment Analysis, Due Diligence and Valuation of Real and Intellectual Property investment opportunities. In addition, I used my Business Development and Sales skills to identify new investment opportunities as part of the deal origination team.During my tenure the primary investments to which I executed my duties resulted in excess returns of over 100% to fund investors. -
AssociateAbacus Private Equity Jan 2007 - Nov 2008Responsible for firm-wide research functions including development of Research, Compliance and Due Diligence standards.My research was focused on a number of industries including intellectual property (royalties, rights and licenses) and arbitrage opportunities in the Oil and Gas, Mining, Senior Living and Real Estate industries. I developed proprietary databases for that our Originations team used to connect with proprietors in these industries.
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Chair, Vice ChairCanadian Advocacy Council For The Cfa Institute 1999 - 2008The Canadian Advocacy Council is the premier advocacy voice for CFA Institue members and Charterholders in Canada.I was a member of the CAC during a period of tremendous upheaval in the Canadian financial markets. During this time, new registration requirement regulations were implemented (CSA National Instrument 51-101), capital requirement for investment firms were created and various regulatory, accounting and financial scandals took place.As a member and Chair of the Council, I routinely communicated with a variety of industry regulators, the media, standard setters, and CFA Charterholders about the issues that effected Canada's capital market and its actors.
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Senior AnalystAccountability Research Corporation May 2004 - Jan 2007Toronto, Ontario, CaPublishing Research Analyst at Canada's most prominent Forensic Accounting-based investment research shop.Covered companies in Transportation (Rails, Truckers, Airlines), Media/Communications, Telecommunications, Investment Dealers/Money Managers, Consumer Durables and related industries. -
AssociateRudson Valuation Group Inc. Feb 2003 - Feb 2004In my role as an Associate, I was responsible for the valuation and due diligence on non-traditional assets (employee stock options or ESOPs, convertible debentures) and intellectual property (royalties and licenses). -
Private Wealth ManagerCapital Management Group Jan 1998 - Jul 2002Business Development & Client Services*Actively prospected for and won client accounts via client referrals and Key Influencers*Advised clients in areas related to small business succession and assisted with M&A due diligence issuesManagement of client investment accounts*Performed quantitative analysis on companies in the oil and gas, technology and consumer products industries*Created and updated quantitative and qualitative models to assist in security selection, including discounted cashflow, capitalized cashflow and Monte Carlo simulations*Instructed and executed trades and trading strategies on accounts to create optimal portfolio performance. KEY ACHIEVEMENTS*Developed and maintained proprietary tactical asset allocation model using Monte Carlo and multiple regression analysis*Grew assets under administration by more than 300% and increased profitability by 200%
Blair Carey, Cfa Skills
Blair Carey, Cfa Education Details
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University Of OttawaFinance And Economics -
Cfa InstitutePortfolio Management -
Certified Patent Valuation AnalystsDamages
Frequently Asked Questions about Blair Carey, Cfa
What company does Blair Carey, Cfa work for?
Blair Carey, Cfa works for Inside Cro
What is Blair Carey, Cfa's role at the current company?
Blair Carey, Cfa's current role is Creating Predictable Proven Revenue Processes Daily.
What is Blair Carey, Cfa's email address?
Blair Carey, Cfa's email address is bl****@****are.com
What is Blair Carey, Cfa's direct phone number?
Blair Carey, Cfa's direct phone number is +1 647-503*****
What schools did Blair Carey, Cfa attend?
Blair Carey, Cfa attended University Of Ottawa, Cfa Institute, Certified Patent Valuation Analysts.
What skills is Blair Carey, Cfa known for?
Blair Carey, Cfa has skills like Leadership, Social Media, Strategic Partnerships, Economics, Corporate Finance, Valuation, Energy Industry, Structured Finance, Start Ups, Financial Modeling, Capital Markets, Business Development.
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