Dave Lokos, Cepa®

Dave Lokos, Cepa® Email and Phone Number

Owner and CEO | Exit Planning Advisor & Executive Coach | Business Coach | Leadership Development | EOS Self-Implementer | Fractional C-Leader @ ExitWell Advisors
Dave Lokos, Cepa®'s Location
Damascus, Maryland, United States, United States
About Dave Lokos, Cepa®

Owner and CEOWith over 30 years as a business owner, CEO, and advisor, I've built my career around leadership, strategic growth, and unlocking hidden business value. My journey as an executive coach has enabled me to work closely with leaders and teams, helping them achieve clarity, drive progress, and navigate complex challenges. As a Certified Exit Planning Advisor, I focus on helping business owners identify and unlock the wealth trapped in their companies. Through proven frameworks and practical, real-world insights, I guide business owners to build, protect, and ultimately harvest the full value of their life's work.Marketing Services Provider ExecutiveI was one of the original founders of ProList. Prior to it's sale in July 2023 it stood as a business trusted by hundreds of organizations over the prior three decades to provide database management, lettershop/mailing, fulfillment, and digital printing services.Mail Tracking ExecutiveI co-founded Trackmymail.com in 2000, pioneering first class and standard bulk mail tracking services for a wide network of resellers and end-user clients. Trackmymail.com was sold to Pitney Bowes in 2008.In 2011, I founded SnailWorks with Dave Lewis to provide an easy-to-use multi-channel marketing platform for organizations and businesses of any size. Shortly after its inception, I saw great opportunity in refocusing on mail tracking. To achieve this, I ensured we had the best team, including our third partner, Chip Birckhead, who focuses on software development and technology. SnailWorks continues to be an industry leader in mail tracking, informed delivery, and individual mail piece tracking.Personal Outside of work, I’m a husband to an incredible wife, a father of six, and a grandfather of four. I enjoy meeting new people, so feel free to reach out via DM or email at dlokos@msn.com.Skills: Leadership, Executive Coaching, Business Coaching, Team Facilitation, Strategic Planning

Dave Lokos, Cepa®'s Current Company Details
ExitWell Advisors

Exitwell Advisors

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Owner and CEO | Exit Planning Advisor & Executive Coach | Business Coach | Leadership Development | EOS Self-Implementer | Fractional C-Leader
Dave Lokos, Cepa® Work Experience Details
  • Exitwell Advisors
    Ceo
    Exitwell Advisors Oct 2024 - Present
    At ExitWell, we are dedicated to helping business owners achieve a successful and fulfilling transition when it comes time to exit their companies. After more than 30 years of building and leading businesses, I’ve experienced firsthand the challenges of selling a company—both in distress and in success. My journey through these exits ignited a passion to help others avoid the pitfalls I faced and to ensure they grow the value of their business while aligning their strategies with personal and financial goals.https://ExitWellAdvisors.com
  • Snailworks
    Owner And Chief Executive Officer
    Snailworks Dec 2011 - Present
    Frederick, Maryland, Us
    I oversee and facilitate strategic meetings for a leadership team with decades of experience in direct mail marketing. I provide leadership coaching and mentoring to ensure the continued success of the company.In a few short years, SnailWorks has become a multi-million dollar company. It is the leading provider of cutting-edge mail tracking services, Informed Delivery® advertising, political mail tracking, and digital marketing support. Our web-based campaign creation portal allows our partners to coordinate and deploy direct marketing campaigns with unmatched ease and accuracy. We ensure your clients see you as the hero, while you make them look good to their customers.
  • Freelance
    Eos Self-Implmenter
    Freelance Nov 2019 - Present
    I began a major transformation in one of my companies, ProList, by implementing the Entrepreneurial Operating System (EOS®). EOS is a complete set of simple concepts and practical tools that has helped thousands of entrepreneurs get what they want from their businesses. Implementing EOS will help you and your leadership team get better at three things: Vision—getting everyone in your organization 100% on the same page with where you’re going, and how you plan to get thereTraction®—instilling focus, discipline, and accountability throughout the company so that everyone executes on that vision—every dayHealthy—helping your leaders become a more cohesive, functional, healthy leadership teamI've now started the implementation process with SnailWorks as well.
  • Marketing.Com
    Vp, Variable Data Processing And Mail Services
    Marketing.Com Jul 2023 - Apr 2024
    Eureka, Missouri, Us
    After a rewarding and lengthy tenure at ProList, I sold the company and transitioned into a new role as VP of Variable Data and Mailing Services for the acquirer, Marketing.com. In April 2024, I left this position to focus on Exit Planning Strategy and Executive Coaching.
  • Prolist, Inc.
    Owner And Chief Executive Officer
    Prolist, Inc. Aug 1989 - Jul 2023
    Frederick, Md, Us
    ProList was a multi-million dollar direct marketing services company for over 30 years. As a co-founder of ProList, I dedicated more than 33 years to the company, leveraging my expertise in software development, database management, and systems design. I was the principal architect behind several award-winning systems, including Trackmymail.com, now a Pitney Bowes product. From 2008 to 2023, I steered ProList with vision and leadership, investing in both state-of-the-art digital printing technology and cutting-edge software like BCC Software's Ignite, a leading ETL, data quality, and mailing automation tool. Outside of work, I am blessed with a wonderful family, being a husband to Betsy, father to six children, and 'Grandpa' to two grandchildren.As a co-founder of ProList, I dedicated more than 33 years to the company, leveraging my expertise in software development, database management, and systems design. I was the principal architect behind several award-winning systems, including Trackmymail.com, now a Pitney Bowes product. From 2008 to 2023, I steered ProList with vision and leadership, investing in both state-of-the-art digital printing technology and cutting-edge software like BCC Software's Ignite, a leading ETL, data quality, and mailing automation tool.
  • Trackmymail.Com
    Founder & Ceo
    Trackmymail.Com Jan 2000 - Feb 2008
    Co-founder of this multi-million dollar web-based mail tracking service. Designed and architected it's model SAS application. In a few short years I helped lead and direct the company from a virtual startup to a multi-million dollar business. Trackmymail became a division of Pitney Bowes in 2008.

Dave Lokos, Cepa® Skills

Direct Marketing Database Marketing Direct Mail Multi Channel Marketing Marketing Email Marketing Marketing Strategy Integrated Marketing Social Media Marketing Start Ups Management Leadership Lead Generation New Business Development Web Marketing Online Marketing Online Advertising Database Admin Strategy Mobile Devices Database Design Relational Databases B2b Marketing B2b Interactive Marketing Data Analysis Data Warehousing .net Mobile Marketing Digital Marketing Databases Customer Acquisition Analytics Strategic Partnerships Data Mining E Commerce Account Management Analysis Services Marketing Communications Advertising Seo Ppc Crm Relationship Marketing Campaign Management Business Development Database Management Database Analytics Ssas

Dave Lokos, Cepa® Education Details

  • University Of Maryland
    University Of Maryland
    Computer Science

Frequently Asked Questions about Dave Lokos, Cepa®

What company does Dave Lokos, Cepa® work for?

Dave Lokos, Cepa® works for Exitwell Advisors

What is Dave Lokos, Cepa®'s role at the current company?

Dave Lokos, Cepa®'s current role is Owner and CEO | Exit Planning Advisor & Executive Coach | Business Coach | Leadership Development | EOS Self-Implementer | Fractional C-Leader.

What is Dave Lokos, Cepa®'s email address?

Dave Lokos, Cepa®'s email address is dl****@****ist.com

What is Dave Lokos, Cepa®'s direct phone number?

Dave Lokos, Cepa®'s direct phone number is +124068*****

What schools did Dave Lokos, Cepa® attend?

Dave Lokos, Cepa® attended University Of Maryland.

What skills is Dave Lokos, Cepa® known for?

Dave Lokos, Cepa® has skills like Direct Marketing, Database Marketing, Direct Mail, Multi Channel Marketing, Marketing, Email Marketing, Marketing Strategy, Integrated Marketing, Social Media Marketing, Start Ups, Management, Leadership.

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