Greg Yavner

Greg Yavner Email and Phone Number

Strategic Business Development, Discover & Capitalize on Profitable Opportunities. Alliances & Partnerships, Risk, CI @ Pinecrest Consulting
Greg Yavner's Location
Dallas, Texas, United States, United States
Greg Yavner's Contact Details

Greg Yavner personal email

n/a

Greg Yavner phone numbers

About Greg Yavner

*Top Performing global strategic business development executive, technology partnership dealmaker and investment risk manager. Active in SecureComm/Distributed Systems/Tech. Fuse rigorous analytical capabilities, networking ability, and pragmatic implementation to predict, identify, catalyze and capitalize on unique opportunities. Create enabling structures bridging the gap between vision and execution. Perform company, industry, commercial and investment research, competitive analysis, marketing intelligence, and partnership evaluation. •Actively engage formal and informal resources to gain insights into competitive activities, strategies, partnerships, and positioning. Keen ability to see business opportunities that most people miss by conducting pin-point needs analysis, identifying and connecting quality resources, improving situational awareness and developing necessary relationships with key players to drive value. •Discerning in judgement, able to detect nuanced items, recognize patterns and always willing to go the extra distance to validate and verify.▪Demonstrated strong ability to accurately analyze markets, identify strategic opportunities and potential ROI’s while making suitable investment & operating recommendations impacting corporate growth and positioning.▪Proven Wall Street public market and private company/PE investment analyst & manager with over ten years of successful investment performance. Recent I-Banking activity (cap raise + contracts). ▪Effective communication skills and experience identifying and interacting with investors, partners, customers & management. Cogent writer able to create insightful reports and presentations. Able to sell and influence. •Astute at obtaining, synthesizing and processing information. Effectively analyze quantitative and qualitative data to generate unique insights and effective recommendations.

Greg Yavner's Current Company Details
Pinecrest Consulting

Pinecrest Consulting

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Strategic Business Development, Discover & Capitalize on Profitable Opportunities. Alliances & Partnerships, Risk, CI
Greg Yavner Work Experience Details
  • Pinecrest Consulting
    Senior Consultant
    Pinecrest Consulting Feb 2022 - Present
    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 accomplish this by partnering with some of the leading firms in the country. We walk step-by-step with our partners to ensure the smoothest possible experience for our clients.
  • Cicl - The Center For Innovation Commercialization Llc
    Advisory Board Member
    Cicl - The Center For Innovation Commercialization Llc Jun 2021 - Present
    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. We help companies enter new markets, generate new revenues and expand margins.
  • Secureco, Llc
    Director Sales And Business Development
    Secureco, Llc Jul 2018 - Apr 2023
    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, patterning and “digital exhaust.” Our mission is to significantly improve OPSEC and COMSEC by extending Data in Transit (DiT) protections to include the systems, devices and users involved. Ideal for secure mobility and telework. • 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, tampering, and obstruction even in adversarial environments.• 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 resources. MOU’s signed and in advanced discussions with Fortune 1000. • 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 the world.
  • Maci Family Office / Porchlight Consulting Llc
    Director Strategic Business Development & Risk
    Maci Family Office / Porchlight Consulting Llc 2013 - Jul 2018
    • 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 chain, energy, and water sectors. Go-to-Market: Strategic partnerships formed, capital raised, growth enhanced.• Clients’ corporate objectives met through performing profound due diligence and investigation, targeted industry research, risk mitigation techniques, market/trend analysis, strategic growth consulting, technology licensing, equity investment, competitive analysis, company report writing, capital raising, contract writing and review, customer acquisition, significant relationship network, creative problem solving and voracious work ethic.• 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 managed accounts for clients’ portfolios. Successfully called the top in oil prices in 2015 helping the firm’s asset allocation. Effectively identify hidden costs in non-transparent situations and other potential conflicts of interest leading to higher long-term returns for clients. Review contracts and agreements with financial institutions, product suppliers and clients.• 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. Recommend strategic partners, etc.• 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.• Fundless Sponsor - Assisted with closing 4 deals in various industries
  • Allsec Financial Services
    Aml Investigative Consultant To Major International Bank
    Allsec Financial Services Feb 2016 - Jun 2017
    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 months. Performed heightened transaction monitoring, worked investigations, and escalated cases for potential SAR filings. Allsec is a leader in Global BPO services whose clients include Wells Fargo, Bank of America, Amazon and over 140 others clients.
  • Merrill Lynch Global Wealth Management
    Equity Portfolio Management
    Merrill Lynch Global Wealth Management Jun 2012 - Oct 2013
    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, selected active and passive products, advised on capital preservation, risk mitigation, inflation and portfolio hedging strategies.•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.
  • Texas-Israel Alliance (Formerly Chamber Of Commerce)
    Executive Director
    Texas-Israel Alliance (Formerly Chamber Of Commerce) Sep 2008 - Nov 2011
    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. • Created and hosted Fortune 500 and innovators at major annual Energy conference. Other events hosted CEO’s, CFO’s, CTO’s, business development managers, engineers, senior management and Government leaders. • Created dynamic industry committees including High-Tech, Investment, CleanTech, Medical/Life Sciences, Nanotech, Homeland Security, with operations in 3 major cities in Texas and Israel.• Successfully managed budget, cash flow, staff, Board of Directors, membership, event planning sponsorship. Managed to ensure effective communication throughout entire organization.
  • First  New York Securities
    Securities Analyst, Portfolio Manager
    First New York Securities Jun 1999 - Jul 2002
    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 all 3 years at FNY. Large out-performance during big-down years in the market (2000, 2001). Adept at identifying underappreciated companies with hidden assets, unique strengths and opportunities.
  • Slater Asset Management
    Assistant Portfolio Manager
    Slater Asset Management Mar 1998 - May 1999
    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 uses technicals for entry/exit points. Fund makes both long-term and short-term investments. Fund is truly hedged and seeks to minimize capital risk. Managed by Steve Martin – one of the leading buy-side consumer stock investors on Wall Street.•Fund outperformed both S&P 500 and Russell 2000 during my tenure.
  • American High Growth Equities
    Equity Securities Analyst / Assistant Portfolio Manager
    American High Growth Equities Apr 1994 - Jan 1998
    •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 points.

Greg Yavner Skills

Entrepreneurship Strategy Valuation Mergers And Acquisitions Due Diligence Venture Capital Management Consulting Industrial Relations Executive Management Business Planning Start Ups Strategic Planning Private Equity Business Strategy Management Investments Risk Management Investment Analysis Analysis Competitive Analysis Growth Executive Strategic Business Development Research/due Diligence Industry Relations Management Consultant Leadership E Commerce Private Placements Marketing Intelligence Capital Raising Strategic Partnerships Economic Development Blockchain Competitive Intelligence Customer Acquisition

Greg Yavner Education Details

  • Tulane University
    Tulane University
    Political Economics
  • Eu Business School
    Eu Business School
    International Management
  • Columbia University School Of Professional Studies
    Columbia University School Of Professional Studies
    High Impact Leadership
  • Livingston High School
    Livingston High School
    Life

Frequently Asked Questions about Greg Yavner

What company does Greg Yavner work for?

Greg Yavner works for Pinecrest Consulting

What is Greg Yavner's role at the current company?

Greg Yavner's current role is Strategic Business Development, Discover & Capitalize on Profitable Opportunities. Alliances & Partnerships, Risk, CI.

What is Greg Yavner's email address?

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What is Greg Yavner's direct phone number?

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What schools did Greg Yavner attend?

Greg Yavner attended Tulane University, Eu Business School, Columbia University School Of Professional Studies, Livingston High School.

What are some of Greg Yavner's interests?

Greg Yavner has interest in Poverty Alleviation, Children, Education, Economic Empowerment.

What skills is Greg Yavner known for?

Greg Yavner has skills like Entrepreneurship, Strategy, Valuation, Mergers And Acquisitions, Due Diligence, Venture Capital, Management Consulting, Industrial Relations, Executive Management, Business Planning, Start Ups, Strategic Planning.

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