Greg Yavner Email & Phone Number

Dallas, Texas, US

-Part of the Pinecrest Family Office which makes investments in and operates various B2B service companies.-Pinecrest Consulting - Boutique benefits consulting firm headquartered in Dallas, Texas helping companies across various industries navigate the complexities of Tax/Operations/Bookkeeping/Tax credits and corporate medical benefits programs. We.

Miami, FL, US

Innovation Bank providing commercialization services to Fortune 1000 Companies, global integrators, telecoms, technology consulting firms, integrators/resellers and emerging growth companies in identifying, and introducing specifically targeted, cutting-edge and highly innovative technology solutions that solve problems, and extend existing capabilities..

New York, NY, US

• SecureCo offers software and a mesh network-as-a-service platform that provides hyper-secure and anonymous communications by using evasive routing techniques to diminish exposure to disruption and hide attribution.
• The SecureCo platform is a distributed client-controlled zero-trust mesh network and transport layer with misdirection-misattribution capabilities obfuscating sender and recipient metadata to resist eavesdropping.
• SecureCo was awarded an Army contract and will be integrated into a leading Prime's approved mobile phone for high-level intelligence agencies and Federal employees: https://www.secureco.io/
• Wrote and executing on Go-To-Market Plan to win military business + Enterprise Sales. Spearheading development of Defense & Federal Government Business. Building strong pipeline with leading entities on limited.
• Spun out of PeerStream, a 20-year old pioneering technology company (publicly traded small business) that specializes in providing real-time secure voice, video and data communications to over 250 million users around.

• Porchlight serviced 26 clients over 14 years in the SAAS, investment, financial services, retail/consumer/ecommerce, technology, business services, fintech, trade finance, global payments, aerospace, defense, supply.
• Clients’ corporate objectives met through performing profound due diligence and investigation, targeted industry research, risk mitigation techniques, market/trend analysis, strategic growth consulting, technology.
• Maci Family Office Advisors, Inc.- RIA (2013-2018). Sr. Investment, Due Diligence, Risk & Strategy Consultant. Analyze global investment risks as related to committing investment capital across dozens of separately.
• New York and Dallas Family Offices and Investment Managers - Perform public and private investment research and evaluate growth strategies and deals. Generate competitive intelligence and informational advantage..
• Potomac Hudson Investments (PHI) – Washington DC – 2015 – Part of prominent team putting together complex international aerospace deal.
• Kerns Manufacturing - Represented 45 year-old Aerospace engine manufacturer for sale and secured 10x EBITDA buyout from leading PE firm.

Irving, TX, US

• Worked at Allsec on anti-money laundering (AML) engagement to improve processes and effectiveness while reducing costs associated with a major global bank’s AML program. Allsec has closed over 100,000 cases the past 20.

New York, NY, US

• Invited to join a leading investment team and successfully developed sophisticated and customized financial strategies to meet the needs of clients. Performed suitability analysis, intelligent asset allocation.
• Brought in large client and assisted in closing other significant team business.
• Effectively performed ongoing analysis of global macro-economic trends and fundamental research to select securities and determine appropriate asset allocation.
• Review and communicate Know Your Customer (KYC) and anti-money laundering (AML) guidelines to our team.
• Savvy and skilled financial professional with over twelve years of comprehensive investment expertise and track-record of positive returns.

Austin, TX, US

• Built strong, respected and sustainable organization.
• Grew revenues by a multiple of 10x.
• Vastly expanded audience reach & membership in quality/quantity despite economic downturn.
• Met organization goals of increasing economic development by fostering understanding, cooperation and relationships between Israel and Texas via high-quality business development services and innovation consulting.
• Introduced hundreds of corporations, investors and entrepreneurs (some of whom consummated transactions).
• Produced major conferences and events which hosted 725 business leaders raising close to $1 million.

New York, NY, US

• Personally managed proprietary equity account in FNY that invested long and short in multiple sectors (although some concentration in consumer and business service companies). Achieved well-above market returns during.

• Performance driven, $60 million equity hedge fund. Invested long and short primarily in growth-at-a-reasonable-price (GARP) retail, consumer and business service companies. Fund is bottoms-up, fundamental driven and.
• Fund outperformed both S&P 500 and Russell 2000 during my tenure.

• Aggressive hedge fund investing in growth companies.
• Company total return outperformed Russell 2000 and S&P 500 in 1994-1997.
• Successfully evaluated equities, initial public offerings (IPO’s), and private placements. Performed due diligence at management meetings and conferences. Wrote effective research reports highlighting key investment.

Ba, Political Economics

Mba, International Management

Executive Education Program, High Impact Leadership

Life