Jonathan D. Shapiro, Cpa Email & Phone Number

Santa Ana, California, US

Pacific Paradise Pools is an Orange County pool builder specializing in the construction of new pools, spas, water features, and major pool renovations including: spa additions, sculptured rock conversions, rock slides, swim up bars, grotto's and all the outdoor entertainment areas your imagination can dream up.

Southern California's Premier Landscape and Pool Design & Build Construction Firm. Our goal is to create your dream outdoor living space while delivering the finest five star experience. We are proud to have won five consecutive national awards for quality and service, and we work diligently to preserve our reputation. Our full team of owners, designers.

Best Pool Service is a leader and one of the largest and fastest growing commercial pool service providers in Southern California. We pride ourselves on continuous improvement, professionalism, and dependability. Our team is highly trained and focused on providing high-quality service. We provide pool and spa maintenance and equipment maintenance and.

Momentum Capital Investments, based in San Diego, is focused on purchasing strong, established local businesses with consistent and predictable revenue and cash flow. ​MCap works skillfully to improve sales through business development, improve operational efficiencies, embrace and strengthen culture, and invest in employees through training and benefits..

Boston, MA, US

Young Entrepreneurial Council - invite only community where Entrepreneurs provide resources, support, and advice to each other

Ropart Asset Management is a Greenwich, CT-based private equity fund that invests in platform, scalable companies with $10-100mm in sales and positive cash flow. Partner (by age of 30)Managed and operated private equity funds (along with Managing Partner) for family office - Managed 18 portfolio firms in various stages of development- President/CFO for 5.

Premier manufacturer of All Natural Australian style Savory Pies in the US selling via restaurants, retail (grocery stores/Bed Bath Beyond), and online (Amazon / Fresh Direct)* Guidance to management team

• National technology service provider to state and local DOT's
• Mentor management, oversee compensation
• Advise on strategy, business development, financings, and operations
• Actively assist finance and operations departments
• Improved SOPs, benchmarking to improve estimating and execution

San Diego, California, US

Global Mobile Enterprise Software Firm for Sales Representatives - Leading mobile provider to $184B industry; 1.3M+ installed apps with active users in 24 countries - - Created strategic plan, invested in proof of concept, negotiated first enterprise agreement, and then built team with Co-Founder & CEO- Led evolution from professional services firm to.

Woods Cross, UT, US

www.deertechusa.com

Berwyn, Pennsylvania, US

Provide advice to NY chapter of a ‘pure’ peer group created by and designed for senior level financial executives

Investment fund that provides Seed and Series A capital as well as extensive management experience and strong networks to grow companies. - Investment due diligence, investment recommendations, and portfolio management- Managed all capital raising, investment, and distribution decisions- Communicated with GPs, accountants, and legal

• Led / advised strategic and financial operations
• Instituted SOPs and streamlined operations across all departments
• Prepared international consolidation of financials, financial audit, and taxes
• Exited affiliate network business and focused on real time bid platform
• Raised capital to fund turnaround and growth plan
• Sold to digital performance-based marketing firm

US

27 floor full service luxury residential and retail building in Lincoln Square / Upper West Side

Provo, UT, US

• Leading developer of web-based marketing technology, including training, retention, and social networking systems for the direct sales industry.
• In the first 6 months, implemented cost saving plan that reduced costs by 45%, saving $1.5M
• In the first 12 months, grew sales by 25% and improved annual EBITDA by $3.6M
• Instituted SOPs, internal controls, and benchmarking; Oversaw first financial audit
• Sold to direct competitor
• Responsible for improving financial and operational reporting, administering the financial audit, streamlining and automating back-office functions, implementing cost reduction initiatives, strengthening internal.

Zurich, CH

• Executed 40+ completed/announced deals ranging from $110M to $18B, equity and debt financings ranging from $50M to $9B, and derivatives (risk management and enhanced returns). Transaction list available
• Originated and grew consumer and retail relationships for mid-size/multi-billion dollar clients
• Selected to work in London for 2.5 years to build technical skills for European team
• Led teams of up to 20 professionals for strategic pitches/awarded assignments (global and multi-product)
• Advised senior management and boards on business development, strategy, and capital structure issues
• Created/improved mentoring/training programs for junior and senior bankers in each division

• Underwriter in Energy Finance Division,
• Underwrote 40+ fixed income products ($3-50 million) related to acquisitions/debt refinancing for Energy Retail clients
• Performed complete due diligence including management review, valuations, site visits, financial and credit analysis
• Increased gross revenues by $100 million by improving business model to include jiffy lubes, truck fueling stations, quick service restaurants, and hotels
• Won national contest for best idea to improve efficiency in the underwriting process

Executive Mba, Mba

Executive Mba, Mba

Ms, Accounting

Bachelor'S Degree, Bachelor Of Science - Computer Science; Concentration - Electrical Engineering; Communications Minor

High School