Gary Schwartz

Gary Schwartz Email and Phone Number

Chief Financial Officer (CFO) | CEO-Family Office | Accounting | FP&A | Risk Management | Investor Relations | Operations | Board Member @ Hedonia USA
Boston, Massachusetts, United States
Gary Schwartz's Location
San Francisco Bay Area, United States, United States
Gary Schwartz's Contact Details

Gary Schwartz personal email

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About Gary Schwartz

STRATEGIC FINANCIAL LEADERSenior financial leader, and strategic business partner, experienced across a wide array of industries, such as disruptive transportation, eCommerce, financial services, and the fashion industry. Strong track record in providing financial oversight in both large organizations as well as in start-up companies, implementing and enabling infrastructure in real-time. Led both an IPO, and successful sales of companies, in extremely turbulent environments. Built a reputation as a passionate leader who can set the vision and strategy as well as run the execution plan to get it done. Key Strengths Include:STRATEGIC FINANCIAL LEADER- Orchestrated an acquisition for Shoe Pavilion that grew store base from 78 locations in 3 states to 111 stores in 11 states, increasing revenue and net income by 15 and 8% respectively in the initial year.CAPITAL RAISING/INVESTOR RELATIONS- Successfully led, managed, and executed the IPO of Shoe Pavilion with a focus on growth strategies, improving infrastructure and managing and building Wall Street and investor relations.EXECUTION- Collaborated closely as a business partner with the CEO to sell SocialNet in the middle of the dot com bust, resulting in selling the company to a publicly held competitor with the investors saving their investment and receiving listed stock, in a period when hundreds of companies were going out of business and hundreds of millions of dollars were lost, creating something out of nothing. BUSINESS TRANSFORMATION- Engineered and negotiated major corporate contracts, resulting in a 200% increase in overall revenue, generating a 55% CAGR and a corresponding 50% increase in profit. REGULATORY & COMPLIANCE - Negotiated and resolved outstanding regulatory and compliance issues with favorable outcomes, resulting in substantial savings.FAMILY OFFICE- Started and managed a family office by creating a portfolio of equity and fixed income investments, with an initial $10 million in cash. Grew family office by acquiring and managing a commercial real estate portfolio valued at $1 billion. Added to the family’s overall wealth with a substantial investment in a Major League Baseball Team. Family office currently valued at $2.5 billion.

Gary Schwartz's Current Company Details
Hedonia USA

Hedonia Usa

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Chief Financial Officer (CFO) | CEO-Family Office | Accounting | FP&A | Risk Management | Investor Relations | Operations | Board Member
Boston, Massachusetts, United States
Website:
hedoniausa.com
Employees:
3
Gary Schwartz Work Experience Details
  • Hedonia Usa
    Hedonia Usa
    Boston, Massachusetts, United States
  • Bauer'S Intelligent Transportation, Inc.
    Cfo, Secretary & Director
    Bauer'S Intelligent Transportation, Inc. 2006 - Present
    San Francisco, Ca-California, Us
    Innovative transportation company leading change in the passenger transportation marketplace. Directed the financial management and strategic planning for six companies under the Bauer’s umbrella that provides passenger transportation services to a multitude of diverse corporate and commercial organizations including high-tech corporate employee commuter programs, private charter and special event large scale programs for music festivals, Super Bowls, PGA events, Olympics, etc. On Demand black car service for VIP's. Clients include Google, Yahoo, Cisco, Facebook, Electronic Arts, Salesforce and others. • Created new financial and technology infrastructure critical to achieve company's growth.• Engineered and negotiated major corporate contracts resulting in a 200 percent increase in overall revenue, generating a 55% CAGR and a corresponding 50 percent increase in profit. • Negotiated and resolved outstanding regulatory and compliance issues with favorable outcomes resulting in substantial savings.• Successfully raised private equity capital to grow new company in the strategic B2B transportation space. • Led the comprehensive due diligence on all acquisitions. • Led, managed and established all outside relationships with banking, legal, union and accounting professionals and officers. • Established appropriate corporate governance structure.• Completed major mid-eight figure capital restructuring for future planning and growth.
  • Morgan Stanley
    Investment Management Advisor
    Morgan Stanley 2003 - 2006
    New York, Ny, Us
    Served as a Subject Matter Expert providing advisory services on wealth management to high net worth individuals, retirements plans, and charitable foundations. Oversaw the development and execution of strategies focused on optimizing asset allocation. Liaised with professional money managers on behalf of clients and formalized investment policy statements. Analyzed portfolio performance against established investment goals, market indices, and manager peer group ratings. Partnered to offer enhanced private wealth management services including private client lending, structured alternative investments, family wealth advisory services, and equity structured products.
  • Virtual Purchase Card, Inc.
    Cfo
    Virtual Purchase Card, Inc. 2001 - 2002
    Directed all financial functions for this innovative electronic payment technology company; instituted proper accounting and finance infrastructure in order to maintain adequate asset protection and system of internal controls. Participated in development and implementation of business strategies to ensure operational success. Managed relations with individual and institutional investors, both domestic and European. Negotiated strategic partnerships to raise foreign private equity capital. Directed the winding-up affairs of the company after the board of directors resolved to sell the company and/or the technology. Negotiated terminations to most contracts, achieving savings of over $100,000 to investors. Liquidated the business and sold the technology to Rabobank, netting a return of over $1 million in cash back to investors with no debt.
  • Socialnet, Inc.
    Cfo
    Socialnet, Inc. 2000 - 2001
    Utrecht, Nl
    Established by the founder of LinkedIn, I was recruited to team up with the CEO in selling this early entrant into the social networking space during the middle of the dot-com fallout. Prepared investment documents for potential acquirers; liaised with legal counsel during negotiations and closure phase of the transaction. Maintained a channel of communication with individual and institutional investors as well as secured debt-holders. Navigated company through transition to new ownership, Spark Networks NYSE:LOV.
  • Shoe Pavilion, Inc. (Nasdaq: Shoe)
    Cfo, Secretary & Director
    Shoe Pavilion, Inc. (Nasdaq: Shoe) 1997 - 2000
    Successfully led, managed and executed the IPO of this retailer with focus on growth strategies, improving infrastructure and managing and building Wall Street and investor relations. Led and conducted analyst and investment banker conferences along with frequent meetings with institutional investors. Orchestrated an acquisition that grew store base from 78 locations in 3 states to 111 stores in 11 states, increasing revenue and net income by 15 and 8 percent respectively in the initial year.
  • Byer Family Office
    Chief Executive Officer
    Byer Family Office 1979 - 1996
    Established, led and managed the investment strategies of a high net-worth family that grew a $10 million asset base to over $2 billion. Managed the personal financial affairs of the family members—developed income and estate tax planning strategies to achieve maximum tax leverage coupled with philanthropic interests
  • Byer California
    Chief Financial Officer, Secretary And Director
    Byer California 1979 - 1996
    San Francisco, Ca, Us
    Played integral management role in the dramatic expansion of this privately-held woman’s apparel manufacturer, with annual revenues mushrooming from $30 million to $500 million. Directed planning, financial management, human resources and capital projects essential to driving and supporting sales and marketing functions. Managed a highly productive staff of 100 in finance, accounting, treasury, IT, real estate and human resources. Developed benchmark reporting systems for sales, marketing, manufacturing and distribution improving and accelerating analysis of operations.
  • Grant Thornton Llp
    Audit Manager
    Grant Thornton Llp 1974 - 1979
    Chicago, Il, Us
    Supervised comprehensive professional auditing, consulting and tax services to a wide range of private and public clients for this international CPA/management consulting firm. Advanced rapidly and was honored with a Distinguished Service Award by firm.

Gary Schwartz Skills

Mergers Management Consulting Budgets Portfolio Management Equities Ipo Investment Strategies Finance Management Business Development Investor Relations It Business Strategy Private Equity Accounting Venture Capital Managerial Finance Mergers And Acquisitions Operations Management Team Building Financial Modeling Business Planning Analysis Project Planning Auditing Due Diligence Executive Management Forecasting Investments Strategic Planning Strategic Partnerships Financial Analysis Internal Controls Start Ups Budgeting Leadership Strategy Negotiation Risk Management Financial Planning Corporate Governance Banking Entrepreneurship Business Strategy Family Office

Gary Schwartz Education Details

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Accounting

Frequently Asked Questions about Gary Schwartz

What company does Gary Schwartz work for?

Gary Schwartz works for Hedonia Usa

What is Gary Schwartz's role at the current company?

Gary Schwartz's current role is Chief Financial Officer (CFO) | CEO-Family Office | Accounting | FP&A | Risk Management | Investor Relations | Operations | Board Member.

What is Gary Schwartz's email address?

Gary Schwartz's email address is ga****@****ell.net

What is Gary Schwartz's direct phone number?

Gary Schwartz's direct phone number is +165034*****

What schools did Gary Schwartz attend?

Gary Schwartz attended Indiana University - Kelley School Of Business.

What skills is Gary Schwartz known for?

Gary Schwartz has skills like Mergers, Management Consulting, Budgets, Portfolio Management, Equities, Ipo, Investment Strategies, Finance, Management, Business Development, Investor Relations, It Business Strategy.

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