Dave Waluk Email & Phone Number

Mill Valley, Ca

GIS Marin, Inc. provides direct investment in niche business opportunities and consulting services to early stage growth companies or established firms requiring dedicated resources to drive strategic priorities. My primary areas of focus are financial services firms, fintech, and the wine and spirits industry.- Led the repositioning of a boutique RIA / TAMP platform enabling growth from $100M to $2.5 B in AUM.- Provided investment and operational support to a community based women's… Show more GIS Marin, Inc. provides direct investment in niche business opportunities and consulting services to early stage growth companies or established firms requiring dedicated resources to drive strategic priorities. My primary areas of focus are financial services firms, fintech, and the wine and spirits industry.- Led the repositioning of a boutique RIA / TAMP platform enabling growth from $100M to $2.5 B in AUM.- Provided investment and operational support to a community based women's fitness studio.- Supported Visual World (an enterprise technology platform for wine and spirits distributers) explore strategic growth options.- Developed a spirits concept for a celebrity chef including branding, sourcing, go-to-market strategy and investor pitch materials. Show less

San Francisco Bay Area

ProofLoyalty is a purpose-driven luxury lifestyle platform that helps fund causes while providing members with access to quality wine and lifestyle experiences. Our corporate partners offer the ProofLoyalty Live Well, Do Good membership program to their clients and employees as the preferred location to access hand-selected fine wines and unique luxury travel and hospitality experiences. 10% of revenue from the Live Well, Do Good membership program supports environmental issues and other worthy… Show more ProofLoyalty is a purpose-driven luxury lifestyle platform that helps fund causes while providing members with access to quality wine and lifestyle experiences. Our corporate partners offer the ProofLoyalty Live Well, Do Good membership program to their clients and employees as the preferred location to access hand-selected fine wines and unique luxury travel and hospitality experiences. 10% of revenue from the Live Well, Do Good membership program supports environmental issues and other worthy causes – selected by partner organizations. Show less

Pacific Northwest

Beaumont Capital Management (BCM) is a boutique asset management firm that provides quantitatively driven, tactically managed models to investment professionals, institutions, consultants and retirement plans. In my role I worked with Financial Advisors at leading broker dealers and RIAs to help implement solutions for their wealth management clients.

San Francisco

Focused Momentum® is a business consultancy that works with leaders and leadership groups to unlock the growth potential within their organizations. In my role, I worked with the iShares Connect division of BlackRock, providing marketing guidance and strategic planning services to third party ETF Investment Strategists, the fastest growing sector within the asset management space.

Mill Valley, Ca

BondDesk Group LLC is a leading financial technology company providing innovative, enterprise-wide fixed income solutions to a community of over 2,000 investment firms, including many of the top broker-dealers in North America. The BondDesk Trading ATS is the leading electronic marketplace for fixed income securities as measured by transaction counts, supporting one out of every three retail bond transactions in the U.S. BondDesk’s workstation solutions, including its flagship… Show more BondDesk Group LLC is a leading financial technology company providing innovative, enterprise-wide fixed income solutions to a community of over 2,000 investment firms, including many of the top broker-dealers in North America. The BondDesk Trading ATS is the leading electronic marketplace for fixed income securities as measured by transaction counts, supporting one out of every three retail bond transactions in the U.S. BondDesk’s workstation solutions, including its flagship BondWorks™ Wealth Management Platform, enable over 100,000 financial advisors and asset managers to trade bonds with confidence, manage client portfolios and attract new assets Show less

Mill Valley, Ca

Westport, Ct

Oversaw marketing efforts and brand P&L for over 40 premium spirits brands in the U.S. market. I began my career at Allied Domecq (Hiram Walker) as an analyst in their Corporate Development Group. Over my 12 year career I advanced through our New Product Development Group and subsequently through the U.S.marketing organization, eventually running over one third of their spirits portfolio in the U.S. Responsible for the delivery of in excess of $100.0 MM in annual Net Brand Contribution and… Show more Oversaw marketing efforts and brand P&L for over 40 premium spirits brands in the U.S. market. I began my career at Allied Domecq (Hiram Walker) as an analyst in their Corporate Development Group. Over my 12 year career I advanced through our New Product Development Group and subsequently through the U.S.marketing organization, eventually running over one third of their spirits portfolio in the U.S. Responsible for the delivery of in excess of $100.0 MM in annual Net Brand Contribution and overseeing marketing budgets of around $110.0 MM.During my tenure at Allied Domecq I had the fortune to work on such world class brands as Maker's Mark, Canadian Club, Courvoisier, Laphroaig Single Malt, Beefeater Gin, Tullamore Dew Irish Whiskey, Midori, Drambuie and Frangelico.- Developed evaluation techniques for vetting new product concepts in North America which were adopted by Allied Domecq on a global basis at the direction of board level management.- Stemmed the long term volume declines of flagship Canadian Club through value added line extensions which reinforced core brand imagery.- Oversaw Maker's Mark in its early stage national expansion with brand volumes growing from 220k to 440k cases in the U.S.- Manage critical and delicate agency relationships with European and Asian brand owners.- Vetted new products for introduction to the U.S. market. Show less

Master Of Business Administration (Mba), Finance / Marketing

Honours Bachelor Of Commerce (B.Com.), Finance / Marketing

Bachelor'S Degree, Industrial And Organizational Psychology

Executive Program, Global Marketing Strategies