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

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.

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

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.
• 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.
• 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.
• 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).

• 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.

• 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.
• 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.

• 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.
• 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 of.