Shane Conrad Email & Phone Number

Newport Beach, Ca, Us

The story of our company is the story of entrepreneurship and business ownership in America. Over the past 40 years, we’ve operated alongside some of the best companies in the world, ranging from successful serial entrepreneurs to large public corporations. Taxcite has worked with over 10,000 clients across a variety of industries and has developed financial practices with proven long-term positive outcomes. No matter if you are a working mom, Hollywood A-Lister, a new business owner, or a company eyeing a $100m+ exit, we will be with you the entire way. Our clients include all of the above and more!Feb. 2022 - Aug. 2022: Outside Strategy Consultant - Assisting with the firms overall growth plan and structure starting with the Mission and Brand, Next the People and building out the departments and teams, Shifting to focus on operations such as vendor management, SOPs and gaps in company efficiencies, Leading into the buildout of a sales department.

Newport Beach, Ca, Us

Overseeing growth of company as the former President transitions to Managing Director of the Board. Responsible for full operations, tax and accounting team execution, HR, profitability, and overall strategic vision. The role invovles estate planning for clients, contract management, executive oversight and stakeholder management. Currently forecasted to add an estimated 50+ staff within the next 36 months. Additionally, will be leading the company into the next major phase of expansion and reorganization as we determine a suitable full-time President that can lead the organization going forward. This role is targeted transition to Board Member following the appointment of a new President

-Started energy beverage business and sold shares for 8 figures-Began social media consulting and speaking – filled 800-person event in 2 weeks. Spoke in front of stages with 1000+ -Started ATM business installing ATM’s across Orange County, CA focused specifically in dispensaries-Founded and sold online e-commerce training site and event program. Approximate Revenue: $400,000 / quarter -Manage online E-Commerce stores with revenues ranging from $500,000-900k per year-Investments in other businesses such as Krav Maga school, Wedding Planning Service, Real Estate Fund, etc. -Operational Strategy Consultant to medium and large brands-Public Speaker (events ranging from 10-1500 attendees)

Santa Clara, Ca, Us

Full operational responsibility of US Fund including employees, offices, and vendors thereinCompany acquired in November 2022

Santa Clara, Ca, Us

Oversees and manages the day-to-day operations of the fund (including but not limited to: HR, Sales, Finance, IT, Accounting, Legal, Ops, Real-Estate), it’s involvement with new investment and tax strategies, and the attainment of new investors. Directs the development of the organizations functional capacity resulting in sustainable growth and minimized riskAvrio Investments is a premier trading firm that employs a quantitative data driven and technical approach to the financial markets. The focus is on delivering quantitative analysis with real-time order flow to anticipate momentum in the market. The fund is currently responsible for $100-499M AUM.

President and Managing MemberCompany Finalized Acquisition in 2022

Las Vegas, Nv, Us

Oversee operations for N. American Sales Programs

Las Vegas, Nv, Us

National Region Manager - US-Oversee 51 states with 19 District Manager reports for Intel program-Increased training compliance metrics to 90+% -Retention increased by 47% once placed in national position in 2015-Promoted 2 District Managers laterally / 1 District Manager vertically-Structured and organized national layout and store lists through territory and sales projections-Helped in creation of first bonus by performance plan for management/field team-Drove overall KPI's to 90%+ to goal for first time in programs history-Promoted from Sr. Manager to National Manager overseeing entire Intel field teamWest Coast Regional Sales Director – Microsoft-Oversaw region of 27 states with 9 District Managers on Microsoft program-Provided 60% lift in sales week over week and average of 10% ROI lift for Intel program-Structured and organized west region layout and store lists through territory and sales projectionsWest Coast District Sales Manager-Oversaw district territory of 11 states over the west coast for Intel and Agnostic projects-Immediately increased trainings compliance from 80% average to 96-100% within 2 months-Increase schedule and adherence compliance from 50-60% average to 95-100% after 1 month.-Increase sales percentage to goals from average of 70-80% to goal to 100% to goal consistently, ranked in top two in the nation.-Held top DM weekly/monthly rankings over 19 other DM’s

Midvale, Utah, Us

-Started as manager in Lifestyles department and worked my way through Front End management training, onto Senior Operations Manager. -Responsible for inbounds, outbound, and process management for regional fulfilment store. Works with freight team, fulfilment, and replenishment continually to drive efficiency.- Increased fulfilment Rates v. Orders per day from 29% to 92% in two months through Six Sigma and Flow practices. - Works in store with revenue ranging around $39 million per year.- Elected as Shrink and Safety Manager after two months with company whereby responsibility fell on me to prevent refund fraud, ensure customer and employee safety standards are met, and to spread safety and fraud awareness. -Conducted regular interviews with incoming applicants. -Responsible for setting POGS, running business with ‘be a merchant’ standards, analysing various reports to ensure sale success. -Responsible for largest department staff force in store. -Was also placed with Area LP as loss prevention and safety manager to prevent employee/customer fraud and ensure asset protection and safety standards while training entire staff on best practices/new LP alerts. -Worked with district team in a venture for joining the companies ‘Back to College’ program with Chapman University.

Richfield, Minnesota, Us

Seattle, Wa, Us

-Food & Safety Certiifed-Challenged to turn around numerous nonperforming operations and effected a successful culture change through district. -Focused all personnel on product quality and supervised a team of 20+ employees as ASM and 8 stores as DMIT. Was able to job shadow current DM in CA and act as DMIT in DC-Cut waste and product theft in district by over 131% saving over $3,000 per month. -Held consistent 90%+ Ecolab scores in district. -Created new cost effective ways to build a sense of community within the team and stores. --Increased bottom line sales by 31% after 4 months. -As ASM I ran one of the top 10 busiest stores in the US in Washington DC and dramatically reduced turnover, increased development and promotions from within, increased Ecolab Scores and guest satisfaction, and increased daily productivity while managing a hot floor of about 15 employees at one time.

B.S., Psychology/Business Management

A.A., Psychology

Education record