Bruce Masterson Email & Phone Number

St Petersburg, Florida, Us

St Petersburg, Florida, Us

As a member of iSOCRATES senior management team I concentrate on upgrading systems (NetSuite, Paychex,, Bill.com, etc. and the skills of our India-based Finance team to build a foundation to support the company in its current hyper-growth stage and beyond. Having worked in multi-national companies for over 40 years, I continue to be impressed by the quality of talent in the US and particularly India which is the backbone of the organization.

New York, Us

Concierge M&A Advisory, Strategic Planning, Business Coaching

Chicago Master Consulting, d/b/a Sell-Side Quarterbacks began providing advice to company owners in the Spring of 2015 and as a young company itself relies on the experience of its principals who bring 40 years of experience as senior executives running divisions of multi-national corporations combined with 20 years experience as serial entrepreneurs.We focus on every aspect of your company during the course of the engagement from operations to sales, finance and IT systems and process to help management teams realize their potential and maximize the value of the enterprise.

Greater Chicago Area, Il, Us

Our mission is to revolutionize the medical revenue cycle management with artificial intelligence. Our patented AI technology uniquely combines semantic technology with NLP, Machine Learning and RPA to automate and improve efficiency in the medical revenue cycle management, including the development and maintenance of an internal rules engine. We save our customers money, time, increase their revenue, and reduce their frustration. The market opportunity is enormous as we service both the providers and the insurers. In addition, our AI can be used to create a variety of software to fit the varied needs of customers outside the realm of medical revenue management.

New York, New York, Us

Review of systems and operations, developed criteria and selected solutions for ERP (Netsuite), Inventory Management (ENVI), Expense Reporting (Certify). Implemented Certify for 100 employees and ENVI in 25 clinics training 90 staff in under four months. Reviewed audit and tax needs, developed criteria and evaluated finalists BDO, Plante Moran and RSM with recommendation of best fit provided to the Board. Managed interaction with state regulatory and tax authorities in Michigan, Texas, New York and New Jersey. Built rigorous financial model starting with 26 clinics and 11 departments rolling up to regions, lines of business and company levels. Metro Vein Centers is a $50m+ private equity roll-up of vein centers owned by Albaron Capital.

Start-up in eHome health care innovator developing mobile app for selecting, communicating with and tracking home health care workers. Census of 40+ clients in Chicago & Milwaukee. Exited with sale to Maven Care.

New York, Ny, Us

Chief Marketing Officer of a global leader in Managed Legal Services group contributing to growth from 300 to 1,000 attorneys. Built professional services sales and marketing presence selling to senior in-house counsel of Global 200 companies and partners at Am Law 50 and Magic Circle law firms in North America, UK, EU and Australia.Established strategic alliances to bolster market opportunitiesDeveloped marketing presence by establishing thought leadership through published articles and speaking engagements at industry eventsEstablished QuisLex UK entity and set-up delivery center in ChicagoDeveloped working familiarity with FCPA and Conflict Minerals complianceQuisLex, headquartered in New York, is a premier litigation and corporate support services provider to Global 500 corporations and AM Law 25, Global 100 and Magic Circle law firms. QuisLex provides specialized services including litigation/investigation/antitrust document review, contract management/negotiations and M&A due diligence. Founded by seasoned lawyers from Skadden Arps, Sherman & Sterling and Sidley Austin, QuisLex is certified ISO 9001:2008 compliant for its proprietary quality management system and ISO/IEC 27001:2005 compliant for its information security management system. QuisLex is EU Safe Harbor self-certified, is a SAS 70 Type II entity and is HIPAA compliant.

Glencoe, Il, Us

Over the course of two years I managed the company to positive cash flow and doubled revenue through new service offerings while professionalizing the organization from development to sales, marketing, financing and customer service. Default Servicing Technologies is a SaaS software vendor serving clients in the institutional mortgage market to manage the workflow of pre-REO (real estate owned) through REO and ultimate disposal.

AMP is a dynamic regional Yellow Pages publisher. As COO I worked closely with the CEO & Board. Achievements include:Thought leader in re-building sales organization;Re-built management team with CEO, hiring CFO, EVP Sales, Director of IT, and Director of Telesales;Conceptualized and built Telesales operation generating new annual revenue in year one of over $1M at annual rates;Built IT department to support company requirements with an onshore/offshore model.Led organization to ISO 9001:2000 certification & laid Six Sigma foundation;Instituted customer eSurvey to monitor customer satisfaction on a weekly basis;Orchestrated development of numerous forecasting, sales resource planning and tracking systems to eliminate paper-based systems;Tackled fixed costs through moving peak load graphic design work offshore to India and the Philippines;Re-built company IYP (Internet Yellow Pages) to launch new revenue source in January 2009.

Us

Achievements at Socrates Media:*Designing and launching CompleteLandlord.com, Socrates first subscription service. Portal to be supported by multi-million dollar marketing campaign online, direct and through partners;*Identifying and negotiating the acquisition of RentSlicer.com to provide a window on the ‘buy’ side of the residential rental market;*Identifying opportunity to offer insurance services, gaining an insurance license and establishing Minotaur Insurance brokerage to offer P&C insurance to CompleteLandlord.com customers in 18 states;*Extensive business development negotiations to expand product offerings to include financial services and complimentary third party offerings;*Managing company banking, insurance and legal issues;*Establishing and directly managing Socrates Media Operations, Pvt Ltd in Hyderabad, India with +50 employees for product development, legal research, IT and customer service, graphic design, web analytics, and accounting.

Corporate SVP, Financial Markets, Deerfield, IL. As a key member of the senior management team conceptualizing and implementing a turn-around strategy, responsibilities included: negotiating strategic alliances, and defining strategy in the US financial markets. I made a significant contribution to shareholder value by:*Negotiating a strategic alliance with Accenture adding $50m per annum in incremental revenue through developing new value-add product lines such as collections outsourcing;*Devising and implementing a product offering in the mortgage servicing market that brought higher value-add revenue streams into the company.This position was held in parallel while developing the final business plan for Socrates Media.

Served as a general partner and entrepreneur in residence for Chartwell Capital & Minotaur Capital. Responsibilities included raising capital (over $23mm), evaluating potential investments and serving as CEO of two portfolio companies; NetGov.com (backed by Softbank) and Strategic Media Research (SMR) a start-up and turn-around situation respectively

Toronto, On, Ca

Responsible for general management of core business units in the US and Europe identifying and pursuing new strategic initiatives in traditional markets and a pioneering initiative in the healthcare informatics field. Reported directly to the COO of Reuters Group, Plc.

Toronto, On, Ca

*Turned around UK City of London Division in 18 months by:*Growing revenues from £50M to £75M over the period.*Improving profit margins by 28%, highest in the UK.*Assembling new management team in first 100 days.*Served in critical capacity as sponsor of a highly successful domestic UK equities product capturing +10% of the UK market in six months.

Toronto, On, Ca

*Built the North American Region by consolidating five smaller regions; growing revenue to $160M (30%) and profits by 43% during the period. *Developed new product offerings in domestic capital markets including mortgage backed securities, corporate bonds and US Government bond markets.*Improved profit margins by 20% over the period through revenue growth and effective cost management.*Centralized customer service and built first Customer Response Center in Reuters history with 40 specialists in financial markets and systems.

Master Of Business Administration - Mba, Finance, Accounting And Operations Research

Ba, Economics