Horace J. "Trey" Davis, Iii Email and Phone Number

Trade equity and equity related securities in multiple accounts with various risk profiles; provide financial, strategic and professional advice to business owners and investors across several industries; construct business valuation models and perform financial forecasting; serve in various advisory and professional capacities, including but not limited to acting as a subject matter expert.

Managed a publicly traded company having annual revenue in excess of $200 million, a nationwide customer base and 1,000 diverse employees in multiple locations and states; directed and oversaw all financial, operational and strategic policies and initiatives; improved the operations of the enterprise significantly despite a challenging external climate, quickly moving it from a chronically negative to a positive EBITDA position; reduced annual discretionary operating expense structure by $50 million; restructured liabilities and contractual obligations by $200 million with minimal flexibility; divested the collective assets of the operating entities within a buyer's market.

Oversaw the treasury, budget, accounting, legal, payroll, tax, and investor relations activities; managed all internal and external reporting requirements for a publicly traded company; directed all corporate finance and general accounting activities; developed financial strategies for a parent and subsidiary companies; supervised the financial analysis and business analysis functions; secured funding in excess of $50 million subsequent to an IPO; handled discussions with auditors, the NASDAQ, the SEC and the analyst community.

Managed the financial analysis and business analysis functions; oversaw an accounting staff of 25 people in multiple locations and states; delivered monthly financial presentations to management and the Board of Directors; assisted the CFO with treasury, budgeting and strategic planning activities.

Directed all corporate finance and general accounting activities; developed financial strategies for a parent and subsidiary companies; oversaw all treasury, budget, legal, audit, payroll and tax activities; managed the financial analysis and business analysis functions; reorganized an unprofitable $75 million revenue enterprise in just over a year; sold the company as a profitable going concern for $85 million (to Z-TEL/Trinsic Inc.).

Led the strategic planning and corporate development process; assembled all business plans for new business lines and distribution channels; negotiated all significant contracts with desired business partners; participated in all merger and acquisition activities.

Participated in all merger and acquisition activities, including associated regulatory filings; assisted senior management with economic forecasting activities; published a nationally distributed economic newletter on a quarterly basis; analyzed and made recommendations on capital and strategic investments.

Performed business planning, strategic and corporate development activities; developed financial analyses and recommended capital investments; managed product and service pricing activities in fifty U.S. markets.