Brian Boldt Email & Phone Number

Menlo Park, California, Us

• Manage customer experience and drive successful business relationships• Supervise and oversee the strategy, planning and execution of Treasury Curve's overall customer experience goals and annual priorities• Manage customer success by achieving ROI/KPI targets• Expand existing relationships by identifying additional revenue opportunities• Onboard new clients (implementation and training)• Write policies, procedures and training guides• Actively participate in Development calls to recommend solution enhancements• Collaborate with the executive and leadership team to define and prioritize strategic programs that align with company objectives and customer needs• Improve Customer Onboarding and Adoption by structuring a seamless experience across all stages and touch points in Treasury Curve's customer journey

Menlo Park, California, Us

Your Treasury Department in the Cloud™Quick to Implement. Simple to Use. Anytime. Anywhere.We provide simple, affordable, mobile technology for treasury management.Call 877.982.8783 for info.People like simple, affordable, mobile technology to manage their personal money. Treasurers are still people at work and want the same things for managing their treasury. Until now, the only options were Excel and expensive, complex systems tied to desktops. Things are about to change...

Minneapolis, Minnesota, Us

Responsible for overall operations to support our current and future business lines. This includes: daily sales support, training, revenue and expense management, process development and documentation and website management.

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Educate, market, and sell SaaS based solutions for publicly traded companies to manage their equity compensation for employee participants. Sourced and secured new corporate clients in the mid-cap and large-cap sectors. Increased client revenue by cross-selling Consulting servicesManaged implementations within assigned territory of MN, NE, IA, ND, SD and MA.Maintained a book of over 30 existing clients, while networking and prospecting for new business.

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Focused on High Net Worth families with AUM of $500k and above. Areas of focus include: Equity Compensation, ESOPs, cashless stock, option exercises, restricted stock transactions, Rule 144 executions, 10b5-1 plans, and hedging and monetization strategies for concentrated equity positions,

New York, Ny, Us

Developed and implemented business plan targeting Private company stock option plans, Corporate Executives and high net-worth individuals for wealth management.Developed and implemented Investment Policy used to invest client's cash.Worked with Corporate Executives on 10b5-1 plans.Developed comprehensive estate plans and investment strategies.Successfully obtained my Chartered Retirement Planning Counselor (CRPC) designation.

New York, Ny, Us

Developed and implemented business plan targeting Small business owners, Corporate Executives and high net-worth individuals for wealth management.Developed and implemented Investment Policy used to invest client's cash.Worked with Small business owners in debt structuring.Developed comprehensive estate plans and investment strategies.

Senior Executive with full P&L responsibility for the development and ultimate spin off of largest growth division of PGI. Developed a comprehensive business plan targeting existing and expanding market opportunities.Reengineered existing sales and operations to execute on an expanded market opportunity. This included developing new sales, implementation, technical support, cost structure and customer service processes. Constructed organization structure including HR staffing, payroll, IT and sales required to support the strategic business shift into new markets.Designed and developed various channel and distribution vehicles, such as web sites, contract sales, marketing material and alliances.Spearheaded launch of the company identity program, promoting market awareness, acceptance and ultimately, increasing market share.

Minneapolis, Mn, Us

Held lead Sales roles in Corporate Payment Systems, including PowerTrack, a web-based B2B payment solution, eProcurement software and card payment solutions for Fortune 1,000 Companies.Co-led the national launch of the U.S. Bank eCommerce Suite and PowerTrack B2B payments across all industries.Co-led the development and execution of a business plan to target the health care industry with PowerTrack.Led the closing of a number of sales opportunities and secured a significant corporate and purchasing card piece of business from our strongest competitor.Led the development and management of strategic alliances and M&A initiatives in electronic payments. Frequent panel speaker to Industry executives on Sarbanes-Oxley compliance and B2B payment initiatives.

Waldorf, De

Selected to co-lead the start up of an eCommerce Deployment department and to lead elite team charged with business development of Fortune 100 companies including: FedEx, Pillsbury, Best Buy, Target and Medtronic. Delivered additional revenue through the Ariba Commerce Services Network by forward integrating service offerings through customer deployment.Developed comprehensive eCommerce business plans for Company Executive Sponsors (CEO's, CFO's and other Senior Level Executives) that served as a strategic guide and management tool for eCommerce initiatives.Served as strategic counsel to customers during their eCommerce deployment resulting in both savings for the customers and increased revenue for Ariba.

Waldorf, De

Recruited to establish Treasury Department for the Company in preparation for one of the largest .com IPOs.Oversaw budgeting and strategic planning for Marketing, R&D, Education and Customer Support worldwide.Developed and implemented Investment Policy used to invest all of the corporate cash from IPO.Established the company's worldwide banking relationships, which led to significant cost savings and additional funding opportunities.Spearheaded company-wide implementation of Peoplesoft finance module involving over 12 countries and 8 separate currencies.Negotiated $9.0M line of credit, building financing and various equipment leasing lines.Handled critical aspects and served in several roles throughout Company's successful Initial Public Offering.

Oversaw all financial functions including: investment management, foreign exchange, financing, global cash management and cash forecasting with a staff. Restructured all treasury operations resulting in significant cost savings and efficiencies worldwide.Developed and implemented a comprehensive Investment Policy generating additional interest income in excess of 50 basis points.Developed innovative foreign exchange hedging program, resulting in savings of over $1M the first year.Co-led the successful sale of a $150M Zero Coupon Convertible debt offering.Structured and implemented a stock buyback program directly responsible for a significant EPS improvement.Implemented various cash management services in the U.S., Canada, Europe and Asia/Pacific, significantly reducing overnight borrowing costs and increasing interest income.

Managed all financing and treasury activities including global cash management, forecasting and bank relationships.Negotiated and closed a Y2.3 billion financing deal for subsidiary in Japan, saving the company over 300 bps in borrowing costs.Developed sophisticated finance structurings via a network of Global Banks that led to increased sales and reduced funding costs for both company and customers. Managed forecasting process for the entire company; worked directly with Executive management to evaluate and recommend financing options.

San Francisco, California, Us

Led regional sales of financial products to Fortune 1000 companies.Led the expansion of our customer base in the East Coast with additions of major financial companies. East Coast expansion resulted in higher divestiture price when the bank was ready to exit that market. Co-led the regional expansion of our customer base, resulting in increased credit and non-credit revenue. Various Other