Jeffrey Westheimer, Jd Email & Phone Number

Los Angeles, Ca, Us

Los Angeles Metropolitan Area

Lido Advisors is an independent investment advisory firm that is a resource for objective and independent investment advice. At Lido, our goal is to work closely with our clients to develop a long-term, comprehensive wealth management strategy. As an alternative to the large brokerage houses and bank-owned firms, we are completely open architecture and guide our clients with a fiduciary duty to act solely in their best interests. At Lido, we go Way Beyond Stocks and Bonds(tm), also investing in real estate, bridge loans and other unique investments with the goal of achieving a high level of diversification and good risk adjusted returns. Jeffrey is an owner/partner in the firm and and one of the five executives responsible for laying the foundation of what Lido is today. After partnering to build the firm, Jeffrey is an executive in the firm and dedicates his time to longstanding and new clients by providing unique investments, financial and estate planning and managing certain investments for the firm. He also helps with due diligence for alternative investments.

Lido Advisors is an independent investment advisory firm located in Beverly Hills, CA, and is is a resource for objective and independent investment advice. At Lido, our goal is to work closely with our clients to develop a long-term, comprehensive wealth management strategy. As an alternative to the large brokerage houses and bank-owned firms, we are completely open architecture and guide our clients as a fiduciary duty to act solely in their best interests. I create complete asset allocation plans, and help guide clients as they put together their estate planning needs.

Director of Strategic Account Management & Business Development, Central Region Strategic Accounts Team (February 2006 – March 2007)- Advise clients on the financial well being of their relationship with American Express, increasing profitability for both parties by advising on the better use of and deployment of capital through partnership programs, cost-cutting and increased operational efficiencies.• Manage a team of four with a portfolio of 400 strategic market accounts ($2B in AXP charge volume) with direct responsibility for account relationship, Amex sales growth; partnership marketing, and industry/marketplace brand presence.• Accounts are middle market in size ($10MM - $1B in overall sales) and in the following industries: Retail, B2B, Restaurants, Hospitality, and through all channels (stores, internet, mail order).• Central Region Executive Leadership Team.

Director of Account Development: Strategic Relationship Group (Feb 2003 – Feb 2006) - Advise clients on the financial well being of their relationship with American Express, increasing profitability for both parties by advising on the better use of and deployment of capital through partnership programs, cost-cutting and increased operational efficiencies.• Manage the largest retail account portfolio in the Strategic Relationship Group (large market accounts) equaling over $16B in annual American Express Charge Volume.• Elevated/broadened contacts as relationship owner for 7 Fortune 500 retail establishments (inlcuding Home Depot, Lowe's, Staples). Maintained relationships up to SVP & C-Level; and throughout credit services, marketing, finance/treasury and store operations. Presented and led discussions and sell-in of products and services at all levels.• Develop strategic focus for accounts and industries, partnership marketing & sales, contractual negotiation and closing, elevate and broaden contacts.• Direct P&L responsibility for each account with focus on cost savings initiatives and profit growth goals. • Develop and sell-in partnership marketing programs utilizing customer segmentation modeling, project/agency management & analytics.

Director, Strategy & Business Development, North America Merchant Acquisition (January 2000 – January 2003)• Lead a team of 5 people and global partners in analyzing new card acceptance opportunities; structuring, negotiating and closing card acceptance deals with large market accounts (all industries; retailers with annual sales of ~$1B+)• Develop and implement acquisition strategy for strategic accounts, long-term holdouts, and new industry accounts.• Team responsible for the deal structure and negotiation of all Card Acceptance Agreements with prospective partners for a 60 person sales force for all large market accounts and 120 person small/middle market sales force. Responsibilities include legal, risk, operations & marketing in negotiations.

Negotiated forward contract master agreements for hedge fund and ultra high net worth clients.

Ba, Political Science; English

3Rd Year Law Student, Visiting Student

Activities and Societies: Civil Law Clinic

Jd, Law