Stephen Heaps Email & Phone Number

Portland, England, Gb

Flexible Finance Director & CFO servicesPart-time, Interim or Ad hoc projects

• Sportswear manufacturer supplying the military under contract and consumer retail• Sourced loan finance from Advantage West Midlands.• Raised venture capital investment with full due diligence and a follow on investment. • Managed the build and launch of a new ecommerce website and associated web analysis. • Moved banking facilities and established factoring and trade finance in UK and US. • Managed all relationships with banks, finance companies and investors.• Successfully applied for, and received, R&D tax credits from HMRC. • Outsourced all admin & accounting functions, then 3 years later brought them back in house.• Transitioned accounting systems twice and embarked on implementing SAP business one.• Moved warehouses in the UK and US and established stock finance lines in both countries. • Managed all imports (Asia to UK and US) and letter of credit process with multiple banks.• Managed day to day cash flow and prepared all management and investor reporting. • Managed finances through 18 months under the watch of HSBC’s “special situation” unit• Prepared annual accounts and first time consolidated and audited accounts.• Repurchased control of UK Gear from the VC partner

Farnham, Surrey, Gb

• Researched and then advised on the VAT status of Independent research providers.• Managed application for FCA change of regulatory permissions, adding Fund Management. • Researched and advised on domicile & structure of a new collective investment scheme.• Managed application to the Irish Central Bank for an investment management licence.• Sourced providers and established/launched a new Irish UCITS fund.• Helped market fund to private and institutional investors.

Southwater, West Sussex, Gb

London, England, Gb

We are a sales company working with consumer brands to help them grow their sales on Amazon, launch their brand on global marketplaces and get their products listed with retailers. AMAZON – we successfully manage over £100 million in Amazon sales.A huge part of our business is working with brands that already sell on Amazon but don't have the time, skills or resource to maximise the opportunity. With our team we can manage your entire Amazon business; or help with specific tasks such as content optimisation (A+ content or Enhanced Brand Content), brand store pages, keywords and SEO, and Amazon Sponsored Ads.Even brands that have a good existing business with Amazon may benefit from our experience of negotiating trading terms, improving content and proactively targeting competitors. If you need help but don’t want ongoing management services, we offer bespoke training to help Sellers and Vendors learn how to sell on Amazon. RETAIL – any product, any country.We can find the retailers you need and introduce them to your brand. Our smart ‘retail-ready’ campaign allows us to raise awareness of your products amongst relevant buyers, in any retailer, in any country. At the end of the campaign we will hand over warm leads to your sales team. MARKETPLACES – we can launch your brand on global marketplaces. We can handle the set-up of your products on marketplaces like eBay, Fruugo, Allegro, Cdiscount, Fnac, Darty, PriceMinister, and Real. We’ll take care of day-to-day management, marketing, and advise you on logistics options and compliance. We can focus on specific regions, countries or target marketplaces.

Rapid Transformational Therapy® (RTT®) harnesses the most powerful potential on the planet – the mind.Based on neuroscience, RTT® is a pioneering therapy that offers fast, effective results by combining the most beneficial principles of hypnotherapy, psychotherapy, NLP, and CBT. Renowned therapist Marisa Peer is the creator of this award-winning method, now gaining global recognition as one of the most effective treatments available.It delivers extraordinary, permanent change from physical, emotional, and psychological pain by reframing our core beliefs, values, habits, and emotions deep in the subconscious. By rapidly rewiring the brain’s neural pathways, RTT® replaces our out-dated belief systems and negative behavior patterns. New, life-affirming beliefs are formed, and the healing process begins.Marisa has now trained over 6,000 RTT® therapists worldwide, and the training program is open for applications. Therapists and healthcare professionals have added RTT® to their services, and many of our graduates have transitioned from a range of careers, including lawyers, journalists, cleaners, teachers, accountants... Could you be next?

Stewartby, England, Gb

Enabling Vets with Digital services

Tech start-up focussed on managing your digital ID

London, England, Gb

• AIM listed technology business with operations in the UK, USA, China and the Middle East• Member of the Senior management team alongside the General Counsel and reporting to CEO • Simplified operational structure by integrating two UK businesses into its US Division • Simplified management reporting across the group for management and board meetings.• Re-worked the investment story and marketed to investors at every opportunity• £1.7m placing in 2017, £550k strategic investor in 2018 and £330k open offer in 2018• Established US receivables facility and sourced and an EIB backed loan via Barclays• Transitioned to new relationships with Nomad, Brokers, Auditors, Insurance Brokers and Bankers.• IFRS reporting for 10 UK entities and successfully reclaimed over £500k of R&D Tax credits • Managed audits and professional advisors in UK, China, USA and Oman.

Reading, England, Gb

• Working directly for a new CEO, project managing an enterprise wide Strategic Review.• Attendance at weekly Senior Management Team meetings• Production of Board papers and attendance at Board meetings• Project management of multiple sub projects resulting from main review• Liaison with Make A Wish Australia, Make A Netherlands and Make A Wish International• Worked closely with external consultants: OC&C and also Therein (digital consultancy)

Start-up formed to launch an innovative range of skin care products. Joined at inception and handled the set-up process; Companies House, HMRC, Banking etc Filed all statutory accounts and VAT returns In partnership with the CEO, established key supplier relationships – chemist, warehouse, packaging

Zurich, Ch

• Analyst/ Fund manager within the European Small and Mid-cap team.• Co-managed UBS’s pan-European Mid-Cap portfolio.

Zurich, Ch

• Managed 3 concentrated Eurozone model portfolios; 30 stocks, 20 stocks, 10 stocks.• EUR700m of discretionary private client funds invested in-line with these models. • 12mth return to Sept 06. +19.9%. Ahead of MSCI and S&P Indices and all UBS peers.• Same 12mth return (adjusted to include fee) ranked 8th from 74 in Lipper peer group.

Zurich, Zürich, Ch

• Buy-side analyst with responsibility for the Global Telecom Services Sector.• 2004 performance of “Buys” 1929bp ahead of MSCI in USA, 347bp ahead in Europe.• Instigated a global “Research best ideas” model portfolio.

New York, Ny, Us

• Head of the European Incumbent sub-sector team, managing four junior analysts.• Coverage of BT, DT, FT, TEF, TI, PT, TLD, KPN, TA, SWCM and TNOR. • Lead Analyst for Telenor, Telekom Austria & Portugal Telecom public offers in 2000.• Co-lead analyst for Eircom, Portugal Telecom & Deutsche Telecom public offers in 1999.• Extensive marketing globally, both deal and non-deal, throughout 2001 and 2002.

Us

• Six month contract to write research on the Mercosur telecommunications sector.• Closely followed the Telebras break-up and privatisation.• Responsible for training and directing the existing three analysts in the office.

Developed NatWest's Equity Research presence in The Philippines• Opened the Manila office and recruited a team of four analysts plus support staff.• Responsible for all research, but personally published on Telecom and Conglomerates.• Major role was developing the other analysts and team published over 20 reports in ‘97. • Supported sales teams in London, HK, Singapore and New York, with marketing trips.

• Schroder Investment Management’s (SIM) first analyst ‘on the ground’ in Bangkok.• Provided internal research for SIM fund managers in HK, Singapore, London and NY.• Wrote business plan and helped negotiate a local investment management JV, NSAM.• Identified and helped to recruit NSAM’s CEO and other key staff.• NSAM eventually purchased by Aberdeen Asset Management

London, Greater London, Gb

• Responsible for coverage of the UK Telecoms, Electronics and Software sectors.• Wrote internal research and presented recommendations to the stock selection teams.• Small stock selection committee secretary and worked with the asset allocation team.

London, Greater London, Gb

• Responsible for SCMI’s investment performance measurement and consultant liaison. • Investment analyst working on the European team.• Followed the Spanish market with regular trips to Madrid for company management visits.• Responsible for the construction of a Europe-wide quantitative valuation model.

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