Jon Tapper Email & Phone Number

Bend, Or

• Responsible for leading and implementing the Sales and Marketing efforts to develop strategic and operating plans to meet the company’s sales objectives.• Identifying prospective sales relationships and positioning the products benefits in light of the vendor's goals.• Considered the “brand ambassador” of the brewery. Responsible for promoting the Magic Number’s brand in the best ways possible and generating excitement for cannabis beverages with our vendors.• Responsible for… Show more • Responsible for leading and implementing the Sales and Marketing efforts to develop strategic and operating plans to meet the company’s sales objectives.• Identifying prospective sales relationships and positioning the products benefits in light of the vendor's goals.• Considered the “brand ambassador” of the brewery. Responsible for promoting the Magic Number’s brand in the best ways possible and generating excitement for cannabis beverages with our vendors.• Responsible for organizing advertising campaigns, managing ambassador/sales staff, organizing promotional events and discovering new sales opportunities.• Develop and cultivate key relationships with distributors and retail accounts to ensure Magic Number beverages receive their fair share of brand and sales execution support.• Lead and develop a variety of staff events managers and various external service providers including advertising agencies and various consultants. Show less

Bend, Or

• Identified, developed and sustained advertising sales relationships in new and existing local and regional markets with annual, quarterly, and bi-monthly deadlines businesses across multiple print platforms, covering the lifestyle, real estate, and tourism markets.• Consulted on and developed messaging and art direction for advertising clients.• Provided photography support for editorial team.

Bend, Oregon

Provided comprehensive financial operations expertise across all aspects of Valentine Ventures' businesses:• Directly responsible for the Firm's compliance program, including: SEC registration, Forms ADV and 13F, Policies and Procedures, Code of Ethics, Books and Records, and record keeping requirements.• Provided individualized operational client support, as well as managerial oversight to employees.• Developed multi-perspective marketing materials, including hard copy… Show more Provided comprehensive financial operations expertise across all aspects of Valentine Ventures' businesses:• Directly responsible for the Firm's compliance program, including: SEC registration, Forms ADV and 13F, Policies and Procedures, Code of Ethics, Books and Records, and record keeping requirements.• Provided individualized operational client support, as well as managerial oversight to employees.• Developed multi-perspective marketing materials, including hard copy, website, Wordpress, Powerpoint, video marketing and social media.• Managed 401(k) business relationships and client support.• Supported the roll-out and legal requirements of a private fund Show less

Bend, Or

Operations and marketing executive for three commodity-focused hedge funds, $20M in assets.• Responsible for partnership accounting, including month and year-end capital account balances,management fee and incentive fee calculations, and audit preparation.• Implemented operational directives and managed developmental relationship with Bear Stearns.• Monitored and filed appropriate and timely Fund and Firm regulatory fi lings (13D, 13F, Form 4, Form ADV).• Maintained… Show more Operations and marketing executive for three commodity-focused hedge funds, $20M in assets.• Responsible for partnership accounting, including month and year-end capital account balances,management fee and incentive fee calculations, and audit preparation.• Implemented operational directives and managed developmental relationship with Bear Stearns.• Monitored and filed appropriate and timely Fund and Firm regulatory fi lings (13D, 13F, Form 4, Form ADV).• Maintained record keeping for internal holdings and trading activities, including PIPE and restricted stocks.• Administered firm accounting through Quickbooks, with oversight of cash flows, banking accounts,bill payment, payroll, 401(k), and tax preparation.• Established and managed relationship with Firm’s auditor and accountant.• Developed multi-perspective marketing materials, including PowerPoint presentations and statistical overviews. Show less

Bend, Or

Operations and development executive for boutique prime brokerage broker/dealer, $35M in assets.• Developed prime brokerage custodial and clearing strategy and initiatives aimed at sub-$50M hedge funds.• Implemented operational directives and managed developmental relationship with Bear Stearns.• Managed teams across various departments to ensure tactical deployment of service.• Identified, pitched, and closed 7 clients with over $30M is assets• Managed daily prime… Show more Operations and development executive for boutique prime brokerage broker/dealer, $35M in assets.• Developed prime brokerage custodial and clearing strategy and initiatives aimed at sub-$50M hedge funds.• Implemented operational directives and managed developmental relationship with Bear Stearns.• Managed teams across various departments to ensure tactical deployment of service.• Identified, pitched, and closed 7 clients with over $30M is assets• Managed daily prime brokerage client relationships, including daily trade reconciliation and cashmanagement, coordinated with Stock Loan regarding borrows, rebates, and buy-ins.• Maintained record keeping for internal holdings and trading activities. Show less

Bend, Or

Multi-disciplined trading role for long/short multi-portfolio hedge fund, $400M in assets.• Implemented long/short trading strategy via individual and program execution on over 70 stocks.• Developed new trading relationships with over 10 sell-side fi rms and initiated use of ECN for in-house trading.• Managed prime brokerage relationship, including cash and trade reconciliation, coordinated with StockLoan regarding borrows, rebates, and buy-ins.• Reduced costs of… Show more Multi-disciplined trading role for long/short multi-portfolio hedge fund, $400M in assets.• Implemented long/short trading strategy via individual and program execution on over 70 stocks.• Developed new trading relationships with over 10 sell-side fi rms and initiated use of ECN for in-house trading.• Managed prime brokerage relationship, including cash and trade reconciliation, coordinated with StockLoan regarding borrows, rebates, and buy-ins.• Reduced costs of financing, stock loan, and commissions of prime brokerage provider.• Monitored and filed appropriate and timely regulatory fi lings (13D, 13F, Form 4, Form 3).• Maintained record keeping for internal holdings and trading activities.• Coordinated development and creation of staff recruiting web site. Show less

San Francisco Bay Area

Sales executive acquired new business from nine hedge funds, $105M in assets.Client Service Manager for over 300 hedge funds, $10B in assets.• Identified, pitched, and closed hedge fund clients in new and existing sales markets.• Maximized client revenues through hands-on needs-assessment and executive-level relationship management.• Deployed firm resources to promote client growth, including capital raising, marketing, operations,electronic trade execution and trading… Show more Sales executive acquired new business from nine hedge funds, $105M in assets.Client Service Manager for over 300 hedge funds, $10B in assets.• Identified, pitched, and closed hedge fund clients in new and existing sales markets.• Maximized client revenues through hands-on needs-assessment and executive-level relationship management.• Deployed firm resources to promote client growth, including capital raising, marketing, operations,electronic trade execution and trading, cash management, stock loan, research, real estate, and special events.• Led development of service provider relationships, with particular emphasis on hedge fundattorneys, accountants, administrators, and compliance.• Created and coordinated executive-level client events and seminars, including Insider Trading and Front Running.• Streamlined new client transition process by developing workbooks and web tools to introduceprime brokerage processes, services, and procedures.• Directed nationwide roll-out of Prime Brokerage Electronic Trading Program across 700 hedge fundsto increase commission revenue by $8M. Show less

San Francisco Bay Area

Operations executive for 30 accounts of various strategies, $500M in assets.• Managed daily prime brokerage operational support including trade entry and settlement across multiple portfolios.• Insured cash and position reconciliation, accuracy, timeliness, and integrity of financial data and performancereporting, and compliance.• Opened and processed DVP, Cash, Margin, and Short accounts.