Burt Shulman Email & Phone Number

Greater New York Area

Greater New York City Area

Co-Founder / Managing Partner -- Strategic and tactical consulting – marketing, sales, product dev, content services, financial services, digital media.LONGER-TERM ENGAGEMENTSDST/kasina -- marketing consulting, event production, creative, writing, illustration, etc. FINCAD -- video animation w/ voice, white papers, magazine articles, e-books, strategy support, etc.Thomson Reuters – assigned to co-create in-depth business plan, business case, gap analysis, competitive analysis for major Wealth Management initiativeGreenwich Associates – First Business Development Lead, Information SvcsAccent Technologies– CMO / CCO, Sales Enablement and Marketing Automation (contracted assignment)Additional Engagements (selected)➢ Consumer business / marketing strategy / PR for online RIA start-up (annuity-based)➢ Strategic and competitive gap analysis and positioning for Irish fin-tech firm’s U.S. expansion➢ Equity research provider’s efforts to expand from institutional to wealth management➢ Marketing strategy analysis and plan, collateral development for ultra-low-latency data provider➢ User experience development for consumer start-up (DIY portfolio construction via mutual funds)➢ Business design, deal negotiation driving equity research firm’s entry into asset managementbshulman@eseadvisorygroup.com; www.eseadvisorygroup.com; burtshulman@gmail.com

Greater New York City Area

Head of B2B / Institutional Business; worked with banks, financial advisory firms, and fintechs to build content marketing business

Specific responsibilities include leading product marketing staff (approximately 12) in the following activities:In charge of product marketing and product management for $190 million flagship Scholastic Education curricula products including: READ 180, System 44, ReadAbout, etc. Co-management and shared oversight of product P&L's; development and execution of annual marketing plans; close partnership with product development to develop and launch successful products; development and oversight of marketing budget; close collaboration with Scholastic Education field sales; co-development of positioning; strategic business planning; "Ambassador / Evangelist" to outside world (press, third parties, researchers, etc)

Began as consultant in February '02, formally hired in July '02. Responsible for strategic and tactical sales and marketing for investment research businesses (business and consumer). Also responsible for new product concepts, prototyping, and market testing. Key player in helping deliver $18mm in new revenue related to Global Research Settlement. From July 2002 – July 2005 also general manager of S&P Financial Communications, an independent $11mm P&L which produced consumer-facing investor education / financial marketing communications / custom publishing for financial services firms. Staff: 60 between New York and Boston.

Consumer web and media venture originally owned by Universal and Bertelsmann Music Group, and later a combination of the GetMusic.com, RollingStone.com and MP3.com web ventures. Reporting to CEO, created and managed consumer branding, advertising, market research and promotions strategy. Conceived business for collecting and selling market data based on 3million+ unique monthly visitors' viewing/listening interests.

Combined department head and creative director. Managed all aspects of strategy, creative and implementation for tactical sales, branding, marketing, advertising and all forms of communications, including pre-and-post sales collateral, video production, promotions, customer communications, trade shows, internet marketing, electronic signage, and internal communications in support of Reuters business. Wide experience with both new and traditional media forms. Managed $10 million budget and team of 10-12 project managers, designers, writers, etc., supporting Reuters then-$800 million business in the Americas. Began in 1987 as consultant, and moved up through the business over ensuing years.