Jason Katz Email & Phone Number

Littleton, Co, Us

Phoenix, Az, Us

Spearheaded the development and implementation of comprehensive supply chain strategies, catalyzing operational excellence across procurement, planning, forecasting, and distribution for a rapidly growing cannabis company. Played a pivotal role in propelling the company's growth from startup phase to over $150M in revenue.Key Achievements:Architected the strategy for company-wide operations plans, seamlessly integrating production, cultivation, retail, and distribution units to surpass strategic goals and financial targets.Pioneered the creation of all Standard Operating Procedures (SOPs) and systems for end-to-end supply chain operations, establishing a robust foundation for scalable growth.Led cross-functional efforts to optimize business intelligence and commercialization operations, driving data-driven decision-making and market responsiveness.Collaborated with C-suite executives to develop and refine operational budgets and forecasts for multiple state markets, ensuring alignment with corporate vision and market dynamics.Implemented cutting-edge supply chain systems and integration strategies, significantly enhancing operational efficiency and cost-effectiveness.Supported the company's exponential growth from its startup phase to achieving over $150M in revenue, demonstrating the critical role of strategic supply chain management in rapid business expansion.

Tempe, Az, Us

Spearheaded strategic supply chain initiatives across six markets, culminating in a successful $2.1B acquisition by Trulieve. Orchestrated comprehensive operational transformation, driving exceptional performance in revenue, margins, and efficiency. Key Achievements:Architected and executed operational strategies that delivered $400M+ in revenue while maintaining industry-leading margins exceeding 50%, demonstrating exceptional operational efficiency and market executionPioneered innovative inventory management solutions, reducing working capital by $20M while simultaneously exceeding operational budget targets by 30%, showcasing ability to optimize both operational and financial performanceBuilt, mentored, and led cross-functional team of 100+ supply chain professionals, establishing high-performance culture focused on operational excellence and continuous improvementSpearheaded successful commercialization of 30+ new SKUs across multiple product categories, driving portfolio expansion and market penetration through integrated launch strategiesDesigned and implemented comprehensive enterprise-wide operational standards and master data governance framework, creating scalable foundation for multi-market growthLed integration of operational and business intelligence systems across the organization, enabling data-driven decision making and enhanced market responsivenessCollaborated with executive leadership to develop and execute strategic growth initiatives, playing instrumental role in positioning company for successful acquisition

Denver, Colorado, Us

Drove explosive growth and market dominance through strategic brand development, product innovation, and the implementation of integrated supply chain and sales strategies.Key Achievements:Orchestrated a complete overhaul of the SKU catalog, launching 8 new brands and 45 new SKUs, propelling annual revenue from $2M to $18M - an 800% increase.Achieved #1 market share in distillate and #2 overall in vape categories, showcasing the effectiveness of the reimagined product portfolio and go-to-market strategies.Architected and implemented a fully integrated supply chain stack, successfully deploying Fishbowl ERP with Salesforce and QuickBooks integrations, significantly enhancing operational efficiency and data visibility.Developed and executed b2b and consumer brand proposition strategies, overseeing creative development and tactical marketing execution that established Evolab as a market leader.Collaborated closely with the COO to establish and implement all company SOPs, ensuring alignment with integrated supply chain and sales strategies.Played a pivotal role in positioning the company for acquisition, culminating in Harvest's purchase of Evolab.

Founded and led a boutique consulting firm specializing in operational strategy, supply chain optimization, and market entry for cannabis businesses. Provided comprehensive solutions to clients navigating the complexities of the emerging recreational cannabis market.Key Achievements:Orchestrated the successful market entry of multiple brands into the Colorado recreational cannabis market, leveraging deep industry knowledge and strategic supply chain partnerships.Secured licenses for clients in three competitive states (New Hampshire, Nevada, and Illinois) through meticulously crafted and winning applications, showcasing expertise in navigating complex regulatory environments.Spearheaded the project management of two manufacturing facility constructions from ground-up, overseeing both build-out and operational launch phases, ensuring compliance and operational efficiency.Developed and implemented tailored supply chain strategies for clients, optimizing procurement processes and fostering crucial relationships between raw material suppliers and operators.Provided strategic operational consulting services, enhancing clients' business performance through improved efficiency, cost reduction, and process optimization.Crafted comprehensive SOPs for National Jewish Health's New York manufacturing operations, demonstrating versatility in applying industry best practices across different sectors.Built a reputation for delivering high-impact results, culminating in a consulting project with Evolab that led to a full-time executive role offer, highlighting the value and effectiveness of services provided.

Founded and operated a vertically integrated cannabis business, overseeing cultivation, retail operations, and an infused product line. Navigated the complex regulatory environment of the early legal cannabis market, building a successful enterprise from the ground up.Key Achievements:Conceptualized and executed the business strategy for a multi-faceted cannabis operation, successfully integrating cultivation, retail, and product manufacturing verticals.Spearheaded facility build-outs for cultivation and retail spaces, ensuring optimal design for efficiency, compliance, and scalability.Managed all aspects of day-to-day operations, including supply chain management, inventory control, quality assurance, customer service, and regulatory compliance.Secured working capital and investment through three successful capital raises, demonstrating strong financial acumen and investor relations skills.Developed and implemented marketing strategies that established the brand in the competitive Colorado cannabis market, utilizing both traditional and social media channels.Fostered strong relationships with local government officials and regulatory bodies, ensuring ongoing compliance and advocating for favorable industry regulations.Built and led a high-performing team across all operational areas, instilling a culture of excellence and innovation.Achieved consistent growth and profitability, culminating in a successful sale of ownership share, which provided the foundation for transition into industry consulting.

Us

Delivered comprehensive financial planning services and investment advice to high-net-worth individuals and families, managing a substantial book of business in a competitive financial services environment.Key Responsibilities and Achievements:Managed a robust client portfolio with average investable assets ranging from $500,000 to $1,000,000, demonstrating the ability to earn and maintain the trust of affluent clients.Consistently maintained a book size averaging $80 million, showcasing strong client retention and acquisition skills.Provided tailored financial planning services, including retirement planning, estate planning, tax strategies, and risk management, addressing the complex needs of high-net-worth clients.Offered expert investment advice and securities brokerage services, creating diversified portfolios aligned with clients' financial goals and risk tolerances.Conducted regular portfolio reviews and rebalancing sessions to ensure ongoing alignment with clients' evolving financial objectives and market conditions.Stayed abreast of market trends, economic indicators, and regulatory changes to provide informed and timely advice to clients.Cultivated and maintained strong, long-term relationships with clients, serving as a trusted advisor for their comprehensive financial needs.Collaborated with a network of professionals including CPAs, attorneys, and insurance specialists to provide holistic wealth management solutions.Adhered to strict compliance standards and ethical guidelines, maintaining the highest level of integrity in all client interactions and financial transactions.