Jack G. Email & Phone Number

Global

I provide executive consulting and funding advisory services to unlock your potential and accelerate growth.General consulting services include: • C-Suite coaching for leadership development and effectiveness • Business/funding strategy and corporate structure optimization • In-depth branding and market analysis • Revenue and pricing modeling, along with cash flow analysis • Market fit evaluation to ensure alignment with customer needs • Competitive analysis and go-to-market strategy development • Growth and scale strategy for sustainable expansion • Supply chain management solutions • Prototyping and merchandise development to bring concepts to life

Phoenix, Az

Headquartered in Phoenix AZ, Bad Kitty® is a premier designer, manufacturer and retailer of cutting edge, fashion forward designs specializing in Activewear, swimwear, street & lifestyle.Bad Kitty® created the PoleFit® line of fitness apparel, which was sold in over 70 countries worldwide to over 3,000 registered wholesale resellers. Bad Kitty amassed a tribe of social media followers well over a million strong with engagement rates exceeding billion dollar brands.

Scottsdale, Arizona

At VS, a business start-up incubation and development firm, I was responsible for selecting strategic partners to collaborate with.Key duties included: • Reviewed initial proposals and made selection determinations based on business concepts and viability. • Wrote and implemented business, marketing, and funding plans to ensure rapid growth, profitability, and successful exit strategies. • Worked with clients on pro forma projections, de-risking companies to attract investment capital. • Targeted market-based valuations and addressed capitalization needs for optimal funding outcomes.

Boston, Massachusetts

Offering a comprehensive range of consultancy services, including but not limited to: • Personal and corporate portfolio reviews • Global economic analysis • Currency risk analysis • Business management advisory • Business and marketing strategy development • Business and marketing plan writing

Providence, Rhode Island

Founded in March 2007, CWJ grew to become one of the largest online wholesalers of jewelry products. I was responsible for all aspects of business development, ensuring sustained growth and profitability.Key responsibilities included: • Identified strategic partners both within the U.S. and offshore to expand market reach. • Managed day-to-day inventory costs and conducted cash flow analysis to maintain financial stability. • Developed and analyzed traditional and online marketing strategies to optimize results. • Tracked global macroeconomic trends to position the business for maximum profitability. • Traded precious metals (gold, silver, platinum, rhodium) to hedge inventory and mitigate currency and price volatility.

Boston, Massachusetts

At GDS, a global institutional financial consulting firm, I focused on serving the unique intersection of super high-net-worth individuals, family offices, hedge funds, mutual funds, investment banks, traders, and insurance companies. My expertise spanned capital raising, arbitrage opportunities, and strategic consulting.Key achievements: • Successfully placed over $850M USD in diverse arbitrage opportunities. • Acquired ownership and distribution rights to Pre-Paid Life, an innovative group life plan offering pre-tax contributions and lifetime benefits. • Assisted in raising $200M USD for offshore high-yield offerings, driving substantial investor returns. • Engaged as a lead consultant for Milberg Weiss on mutual fund class action cases, providing critical insights and expertise.

Boston, Massachusetts

Business Development Manager | Financial ServicesI specialized in generating and managing new business initiatives, focusing on establishing and maintaining third-party relationships with C-level executives at mutual fund complexes. My role included everything from identifying opportunities to negotiating and closing deals.Key responsibilities and achievements: • Reported directly to the President/CEO, providing strategic insights and actionable business growth plans. • Conducted in-depth research and analysis of potential clients to guide targeted outreach. • Successfully negotiated $55M in arbitrage capacity for hedge fund managers, driving substantial value. • Led negotiations for retainer and ongoing fee structures, ensuring long-term client partnerships. • Developed and executed business plans for distributing client funds through targeted channels, particularly RIAs (Registered Investment Advisors). • Managed the entire lifecycle of client relationships, including distribution and arbitrage agreements. • Spearheaded the sale of Re-Funding agreements to portfolio managers and securities lenders.

I was responsible for the start-up of the Financial Services Center at Strata Bank, overseeing its establishment and growth.Key responsibilities included: • Formed and implemented a comprehensive business plan to guide the division’s development. • Reported quarterly to the Board of Directors on the status and progress of the division. • Created and executed a marketing plan and budget to enhance visibility and client engagement. • Trained the entire bank staff on the Financial Services Center, focusing on sales techniques and referral generation. • Facilitated the sale of securities and insurance products to individual and corporate clients of the bank.

I was responsible for investment sales within a start-up region of 10 branches covering the South Shore of Massachusetts.Key achievements included: • Ranked as the top salesman for nine months, achieving $5.4M in sales against an annual goal of $3.75M. • Earned a position on the Liberty Funds Distributors Executive Council for top performers in 1999 and 2000. • Grew the region from zero to over $500K in new assets per month within four months. • Designed and delivered extensive sales and product training to the entire bank staff on a weekly basis. • Maintained strict annual budgets for marketing and entertainment initiatives. • Served as a key resource for the Approved Product Selection List. • Acted as the keynote speaker for monthly seminars.

Florida Region consisted of Florida, Puerto Rico, and U.S. Virgin Islands. I was responsible for the sale of 23 mutual funds within my region to Top Wall Street Investment banks including; Merrill Lynch, Solomon Smith Barney, Morgan Stanley, Bear Stearns, Lehman Brothers & J.P. Morgan. Key achievements included: • Achieved top “New Rep” sales in 1998, onboarding 225 new clients generating $7.5 million in opening sales. • Increased regions monthly sales from $3.9 million to $6.5 million within six months. • Received the “Best Presentation” Award at the semi-annual wholesaler meeting. • Provided product exposure and innovative sales ideas within the region. • Engaged in extensive networking to gain referrals and seek new clientele. • Trained client brokers on networking, presentation skills, product positioning and sales delivery for seminars and one-on-one appointments. • Maintained the region’s annual sales and promotional budgets. • Wrote and implemented semi-annual business plans for the region.

I served as a consultant to 12 financial institutions working with their registered representatives, trustees, transfer agents, and plan sponsors, managing over fifty 401(k), profit-sharing, and money purchase retirement plans, representing more than $65 million in assets.My primary role as a New Business Consultant involved swiftly establishing dedicated relationships with new clients and cross-selling additional products, features, and services of Trust Consultants, Inc.Key responsibilities included consulting, technical review, and processing of: • All aspects of plan conversion and reconciliation • ERISA legislative standards • Internal Revenue Code related to qualified pension plans • Reporting and disclosure of IRS Form 5500 • All contributions and distributions

I managed the sale and maintenance of client accounts and trades for the Boston branch office, including: • Conducting research and technical analysis of equities and options • Designed and wrote direct marketing literature • Organized all facets of seminars • Generated over 150 new accounts, representing $10 million in assets

I managed and trained a workforce of options traders, servicing over 7,000 accounts.Key responsibilities and achievements included: • Sold, traded, and serviced accounts for the National Investment Options Challenge • Recognized as the top salesman for the Pro-Stock/Options Investment Challenge in 1993 and 1994 • Placed in the top 1% in the National Options Challenge • Achieved top 2% ranking among professional brokers in the National Investment Challenge in 1993 and 1994

Series 7, General Securities Representative, Licensed

Activities and Societies: NASD Series 7 & 63 Licensed

Hs Diploma, Catholic College Preparatory

Activities and Societies: A Xaverian education is rooted in the tradition, mission, and values of the Xaverian Brothers. The values.