Constellation Wealth Advisors is a privately held wealth management firm dedicated to improving the (financial) lives of our clients and making a positive impact on our industry and community.

The Executive Director is the key management leader of Main Street Ventures. The Executive Director is responsible for overseeing the administration, programs, and strategic plan of the organization. Other key duties include fundraising, marketing, and community outreach. The position reports directly to the Board of Directors.

BGR's COO/Integrator's primary responsibilities include:• Lead efforts to improve the Company’s organization and structure, contributing to BGR achieving more than $130 million in sales and bottom line company goals• Serve as a lead for several of the Company’s Key Strategic Accounts, successfully negotiating contracts for long-term relationships and continued revenue growth.• Launched and implemented Entrepreneurial Operating System® (EOS) across entire company and oversee management of on-going program.• Successfully lead the company through the process of implementing and achieving ISO 9001:2015 certification.• Successfully lead the efforts to integrate operations into BGR for four separate multi-million dollar acquisitions • Lead the development of Company’s annual strategic plans.• Integrate the major functions of the business to execute annual strategic plans. Leadership, Management, and Accountability for Warehouse Operations, Information Technology, Purchasing, Customer Service, Accounting, and Human Resource Departments. • Responsible for the preparation, management, and efficient use of multi million dollar operating budget.

• Managed a cross-functional team to the successful launch of a new Enterprise Resource Planning System 3 years in the making, in 5 months, by developing a project schedule, assigning ownership and ensuring ongoing accountability• Continues to develop, plan, and implement the next phases of the Enterprise Resource Planning (ERP) system to ensure continued integration of each of the various departments of the business including Sales, Customer Service, Purchasing, Warehouse Operations, Accounting, Inventory Control, Ecommerce, and Subcontractors.• Evaluates and recommends changes to current and future ERP system requirements to meet organizational needs. • Manage two direct reports as well as relationship with ERP provider team• Reports progress of objectives and goals for the project, as well as budget updates directly to the Executive Leadership team

• Partners with Sales to develop consultative, strategic solutions for National Key Account customer proposals and presentations for competitive positioning of BGR in the marketplace in order to drive sales• Responsible for developing and executing a clearly defined marketing and communications strategy in a manner that supports consistent business growth and enhances brand equity and awareness. • Develop unique value propositions, business partnerships, category management, as well as call to action oriented advertising targeted toward key customer segments that increase brand awareness.• Leads and manages Direct Marketing, Public Relations, Advertising, Online Marketing (including SEO, SEM, PPC, etc.), Event Marketing and Internal Creative Services.• Manages agency relationships and marketing budget.• Analyzes, evaluates, plans and executes on both existing and potential marketing activities and strategies.• Develops benchmark criteria to measure the efficiency and effectiveness of marketing programs.• Conducts and analyzes market research to determine competitiveness.• Researches and analyzes economic trends, buying habits and the demographic characteristics of consumers, and their preferences for BGR products as well as their competitors.• Work closely with Sales, Purchasing and Customer Service to create demand and recognition for the company and its products.

• Responsible for the management of a sales territory which includes key accounts in industries such as medical devices, pharmaceuticals, and lighting systems.• Grew territory by 39% in two years.• Establishes productive, professional relationships with key personnel in assigned customer accounts.• Coordinates the involvement of company personnel, including support, service, and management resources, in order to meet account performance objectives and customers’ expectations. • Proactively assesses, clarifies, and provides recommended solutions to customer needs on an ongoing basis. • Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary company and/or supplier personnel

Develops and executes a comprehensive EyeMed client marketing plan and develop tracking and reporting programs to support driving new enrollment, utilization, and retain clientsDevelops and executes a comprehensive Affinity member marketing plans, partnering with the EyeMed Affinity Client Service team as well as Luxottica Retail brands (including LensCrafters, Pearle Vision, Sears Optical and Target Optical) to support store net sales goals Owns the creative strategy and manages agency relationships for both commercial client marketing and Affinity co-branded programsDevelops appropriate media mix to reach targeted member segmentsManages Marketing budget lines for Affinity marketing and for commercial client marketing Leads and/or participates in client research to gain insights to support marketing plans

Owns the entire Request for Proposal (RFP) response for the Large Group Sales and Service teams, providing customized responses to ensure the brand message is consistent, competitive, and reflects the sales or service strategyOwns in-depth analysis of provider network data to critically assess results and recommend other reporting and options to present the network in the ‘best light’ for the EyeMed leadership team as well as Sales and Service teamsResponsible for the development of a process to be used by the Marketing Operations team, that will enable more in-depth analysis of the provider networks to provide better support to constituents Works with cross functional teams to ensure the RFP database is positioned competitively and supports EyeMed’s brand position.Supports competitive intelligence projects to further support the continued competitive positioning of the brand

Owns the entire Request for Proposal (RFP) response for the Mid-Market Sales and Service team, providing customized responses to ensure the brand message is consistent, competitive, and reflects the sales or service strategyPartners with functional area leaders to update RFP answer database to ensure responses are reflecting accurate and current information Performs in-depth analysis of provider network data, utilizing programs such as GeoAccess, Disruption Analysis, and Directory Expert, to provide recommendations regarding the positioning of the network, or suggest other reporting that reflects strategy to the Sales and Service teams Provides consultative support to Sales and Service Teams to suggest solutions for the competitive positioning of the brand through the proposal and network analysis responses

Participated with other team members in various marketing activities such as researching, designing and delivering marketing communication programsResponsible for conducting marketing research using database programs such as Hoover’s, Dunn & Bradstreet, and SelectoryAssisted brand managers by compiling and collecting information for the 2007 Paper Roll as well as Label’s Sales KickoffsAssisted managers through the creation of the “Knowledge Management” Web page used by the sales team