Donald Jaksa Email & Phone Number

Englewood, CO, US

• $7M, non-profit with a 55-member Board of Trustees presenting world-class classical ballet and superior dance.
• Provided strategic guidance on private and public debt/equity scenarios to secure a $5M real estate asset, reducing operating expenses and enabling equity appreciation.
• Coordinated completion of by-laws revision, researched & evaluated legal requirements & best practices, and presented recommendations for Board approval.
• Crafted communication & implementation strategy for trustee term limits.
• Saved $300,000 per year and upgraded giving capabilities by researching and recommending a change in the ticketing service provider.
• Key role in recruitment of the Executive Director, Board Officers, and Trustees.

• Global leader in investment management, asset and fund administration, fiduciary and banking solutions with more than $700B assets under management.
• Managed $5M revenue stream and $80M in assets (35% of group totals) while producing $77M in new business.
• Provided leadership and business management consulting to large client during a sector consolidation buy-out resulting in a broadened relationship with a national retail distribution chain.
• Advised specialty food business through the exploratory phases of a Fortune 100 company seeking to acquire or license specific intellectual property.
• Positioned a brewery to expand operations to the East Coast through “off-balance sheet” financing creating increased market penetration, stabilizing revenue and adding a sizeable earning asset for the bank.
• Combined both business and personal relationships to successfully recommend and implement a debt structure providing flexibility, cost savings and predictability.

• Regional, diversified financial services company founded in 1913, consistently ranked in the top best banks. Over $700M in revenue and $13B in Total Assets.
• Managed $4M revenue stream and $50M in assets (40% of group totals).
• Grew loan assets in excess of $5M, exceeding goals and increasing profitability.
• Advised multi-national to regional businesses utilizing financial and competitive analysis.

• Strategic analysis and planning for product development business: - business planning - market selection - brand strategy & design - supply chain alternatives (manufacturing, distribution & fulfillment) - capital.
• Explored team dynamics through leadership & personality profiling.
• Identified challenges and self-educated on: - intellectual property & licensing - business law (product liability, international trade regulations & procedures & employment).
• Developed Human Resources plan aligning organization structure, values, compensation & processes.

Mba, Business

Bba, Finance