Bruce Montgomery Email & Phone Number

Lynchburg, Va, Us

Charlottesville, Virginia Area

RBJ Growth Ventures assists small, emerging and challenger consumer packaged goods (CPG) brands with their commercial operations: brand management strategies, new product development initiatives, sales strategy & tactics, go to market strategies, brand acquisition or divestiture, and brand integration. We have worked with clients to help them optimize their internal Sales and Marketing organizations in order to accelerate growth in the marketplace and drive share. We do this in partnership… Show more RBJ Growth Ventures assists small, emerging and challenger consumer packaged goods (CPG) brands with their commercial operations: brand management strategies, new product development initiatives, sales strategy & tactics, go to market strategies, brand acquisition or divestiture, and brand integration. We have worked with clients to help them optimize their internal Sales and Marketing organizations in order to accelerate growth in the marketplace and drive share. We do this in partnership with our clients in house personnel while not becoming part of the fixed SG&A. Bottom line: we want to help our clients identify, plan, and deliver on their growth targets. We have a long history with, and expertise selling to, the major retailers in North America in the Food, Drug, Mass, Club, Dollar, and eCommerce classes of trade. RBJ Growth Ventures has an extensive network of advertising agencies, marketing services organizations, brokers and distributors, highly specialized CPG consulting groups, contract manufacturers, and research firms to help clients accelerate the execution of their business plans. We experience dealing with private equity firms and investment banks. We can use these contacts to help introduce clients to professionals that can help accelerate their growth objectives or explore strategic alternatives. We have assisted PE firms and clients with their due diligence around potential acquisitions and divestitures. Show less

Charlotte, North Carolina, United States

Bourne Partners is a middle market investment bank focused exclusively on the healthcare industry. Bruce provides insight and counsel with regard to business building opportunities within the consumer health and wellness space to Bourne Partners. Activities include deal sourcing, due diligence, strategic advice to clients of the firm, and when necessary, step into an operating role inside Bourne Partners portfolio companies. Bruce has an extensive network of contacts throughout both the… Show more Bourne Partners is a middle market investment bank focused exclusively on the healthcare industry. Bruce provides insight and counsel with regard to business building opportunities within the consumer health and wellness space to Bourne Partners. Activities include deal sourcing, due diligence, strategic advice to clients of the firm, and when necessary, step into an operating role inside Bourne Partners portfolio companies. Bruce has an extensive network of contacts throughout both the manufacturer and retailer communities within the OTC and HBA space. Show less

Working with partner private equity firms, sourced, performed due diligence, and acquired Zegerid OTC (Jan 2022) to establish Carlin Consumer Health. Led all marketing and selling efforts for Carlin including all customer contact and day to day management of our key business partner- The Emerson Group. Arrested years of double-digit sales declines of the brand and posted best performance in the category within 15 months. Part of three person team leading the build out of the Carlin platform.… Show more Working with partner private equity firms, sourced, performed due diligence, and acquired Zegerid OTC (Jan 2022) to establish Carlin Consumer Health. Led all marketing and selling efforts for Carlin including all customer contact and day to day management of our key business partner- The Emerson Group. Arrested years of double-digit sales declines of the brand and posted best performance in the category within 15 months. Part of three person team leading the build out of the Carlin platform. Stepped out of CCO role upon the acquisition of InFirst Health Show less

East Coast Usa

Customer Marketing Group (CMG) is a preeminent boutique consulting firm that helps leading and emerging consumer packaged goods brands maximize the efficiency and effectiveness of their trade spending dollars. Working in concert with client personnel, CMG works to develop optimal account specific business plans to drive financial results.

Norfolk, Virginia Area

Bruce Montgomery served as the SVP of Sales & Marketing for Massimo Zanetti Beverage USA (MZB-USA). MZB is an integrated coffee manufacturer. Responsibilities included financial performance of the MZB branded coffee business (Chock Full of Nuts, Kauai, Hills Bros, MJB, Chase & Sanborn, and Master Chef brands totally ~$225MM in retail sales), the private label business (Costco and Dunkin Donuts), and the Food Service unit (Away from Home) in the USA and Canada. Led the development and… Show more Bruce Montgomery served as the SVP of Sales & Marketing for Massimo Zanetti Beverage USA (MZB-USA). MZB is an integrated coffee manufacturer. Responsibilities included financial performance of the MZB branded coffee business (Chock Full of Nuts, Kauai, Hills Bros, MJB, Chase & Sanborn, and Master Chef brands totally ~$225MM in retail sales), the private label business (Costco and Dunkin Donuts), and the Food Service unit (Away from Home) in the USA and Canada. Led the development and execution of all marketing, sales, and new product strategies and tactical plans. Additional responsibilities included the evaluation, hiring, and performance of all outside suppliers to the sales and marketing departments. Show less

Lynchburg, Virginia

Responsible for all selling, trade marketing, promotion, and pricing operations in the USA. Responsible for all commercial operations in Canada and Latin America. Collectively, this represented 95% of total company revenues at approximately $200MM. Developed, maintain and expand relationships at multiple levels within key national retail accounts (Food, Drug, Mass, Dollar, Club), national brokers, 3PL partner, and other key suppliers to the HBA/OTC industry. Served as a member of the… Show more Responsible for all selling, trade marketing, promotion, and pricing operations in the USA. Responsible for all commercial operations in Canada and Latin America. Collectively, this represented 95% of total company revenues at approximately $200MM. Developed, maintain and expand relationships at multiple levels within key national retail accounts (Food, Drug, Mass, Dollar, Club), national brokers, 3PL partner, and other key suppliers to the HBA/OTC industry. Served as a member of the Executive Team 2004-2015. Most recently managed a staff of 37 including seven (7) direct reports. Show less

Lynchburg, Virginia Area

Responsible for all Brand marketing plans, new product development pipelines, collaborating with Managing Directors from international subsidiaries on business initiatives. Tasked by the CEO and COO to develop a comprehensive strategic plan detailing optimal pathway to grow our business. Signed the first in-licensing deal in the company's history for an Rx gastro product. Worked with leading boutique investment banks and private equity firms to identify acquisition targets (brands or… Show more Responsible for all Brand marketing plans, new product development pipelines, collaborating with Managing Directors from international subsidiaries on business initiatives. Tasked by the CEO and COO to develop a comprehensive strategic plan detailing optimal pathway to grow our business. Signed the first in-licensing deal in the company's history for an Rx gastro product. Worked with leading boutique investment banks and private equity firms to identify acquisition targets (brands or companies). Developed and implemented a New Product Development process that qualitatively and quantitatively identified concepts worthy of commercialization for each brand platform. Show less

- Responsible for developing new products- ideation, screening, prioritization, and commercialization for Bank of America Card Services (consumer credit and debit cards, select small business products). - Started company efforts to sell credit cards online in 1996. Over the subsequent years led team that developed the following online services and initiatives: pre-approvals, activation, balance transfers, requesting convenience checks.

Elkhart, In And Morristown, Nj

Director of Marketing- Gastro products: Alka-Seltzer, Phillips Milk of Magnesia

Master Of Business Administration - Mba, Marketing

Activities and Societies: Bruce has spoken at The Mendoza School of Business many times about Marketing and Brand Management, as well.

Bachelor Of Arts - Ba, Economics

Education record