Richard Wallach

Richard Wallach Email and Phone Number

CFO and COO @ Chopra Global
New York, NY, US
Richard Wallach's Location
New York, New York, United States, United States
Richard Wallach's Contact Details

Richard Wallach work email

Richard Wallach personal email

About Richard Wallach

Hands-on operational and financial leader with an established track record of raising capital, leading companies through growth & transition, and executing monetizations; combines deep financial and strategic acumen with a leadership style that expresses empathy while maintaining high standards of enterprise-wide excellence and accountability.Most recently led Chopra Global through a significant transformation encompassing the complete reinvention of a 20-year old iconic wellness brand based on the life's work of Dr. Deepak Chopra. This encompassed the rationalization, refocusing and modernization of the product & service portfolio, an overhaul of the company’s technology infrastructure, organizational processes & procedures and employee base, and the introduction of new branding and go-to-market strategies. “I want to express my deep appreciation to Richard Wallach, CFO & COO of Chopra Global - for his steadying hand, deep caring for our employees, and financial and operational leadership through great change as we evolved the Chopra organization to a point where these transitions were possible. I am grateful that he shepherded these important transactions from intention to completion.” - - Deepak Chopra, M.D.Prior to playing a similar role for Plexus Entertainment, Richard was a technology investment banker, raising over $20B in capital and executing in excess of $15B in M&A transactions, while advising management and boards of public and private companies on the full range of strategic and financial matters.

Richard Wallach's Current Company Details
Chopra Global

Chopra Global

View
CFO and COO
New York, NY, US
Website:
chopra.com
Employees:
298
Richard Wallach Work Experience Details
  • Chopra Global
    Cfo And Coo
    Chopra Global
    New York, Ny, Us
  • Chopra Global
    Cfo & Coo
    Chopra Global May 2019 - Present
    New York, New York, Us
    Business acquired in 2023; raised ~$20m in capital prior to acquisitionTransformed every aspect of a 20 year-old education and wellness brand to create a modern health and wellness platform offering a coherent and scalable product portfolio; directly managed all revenue-generating business segments (events, education, licensing, digital and consumer products) and shared services teams (e.g., sales, technology, IT, customer service, HR, accounting and finance, etc.)• Achieved >100% revenue growth• Introduced new branding and go to market strategies• Replaced ~80% of legacy revenue through product evolution and new product launches, including the Chopra Meditation & Well-being App for iOS and Android, Chopra Life and Health Coaching Program, Chopra Health Retreat at CIVANA Wellness Resort & Spa, Chopra Mind-Body Zone / Chopra Spa and Studio locations, the Renew & Restore Detox Kit, and more• Implemented new policies and procedures across the Company (e.g., Accounting and Finance, HR, etc.)• Ripped and replaced every piece of technical infrastructure, application, line of code, etc. (and associated personnel)
  • Capital Bridge, Llc
    Managing Partner
    Capital Bridge, Llc Dec 2012 - Present
    Advise companies in the technology and digital media spaces; active investment and operational involvement in selected companies.
  • Plexus Entertainment, Llc (D/B/A Gowatchit)
    President And Chief Operating Officer
    Plexus Entertainment, Llc (D/B/A Gowatchit) Jan 2013 - Dec 2018
    Successfully sold business to a $2B public media company; raised $5m in equity capitalLed a digital media startup offering a SaaS ‘Audience Relationship Management’ platform that enables movie and TV show studios and distributors to transform every interaction with potential viewers into an immediate call to conversion and a vehicle for the collection and use of unique and actionable data to more efficiently reach high potential viewers and drive consumption of content.
  • Credit Suisse
    Chief Operating Officer - Financial Institutions And Strategic Finance Groups
    Credit Suisse Nov 2010 - Dec 2012
    Zurich, Ch
    Directed operations for Americas Financial Institutions (FIG) and Global Strategic Finance Groups including oversight of >100 investment bankers, management to ~$500m budget and development and implementation of business strategies
  • Credit Suisse
    Director, Head Of Electronics Coverage, Technology Investment Banking
    Credit Suisse Jan 2008 - Nov 2010
    Zurich, Ch
    Raised in excess of $20B in public and private capital for clients across the entire capital stack; advised on over 25 M&A transactions aggregating $15B and ranging in size from $5m to $4.3B.Managed global investment banking relationships with an array of technology companies, from private start-ups to $100B multi-national public companies. Originated transactions including analysis of client strategy or capital structure and synthesis and presentation of recommendations. Directly advised CEOs, CFOs and Boards of Directors with respect to specific transactions, industry trends, capital markets conditions and other strategic and corporate finance issues.
  • Credit Suisse
    Associate - Vice President, Technology M&A
    Credit Suisse Aug 2001 - Jan 2008
    Zurich, Ch
    Day to day leadership of a broad range of M&A and public and private financings. Originated and built relationships with senior management of clients. Conceived, managed production and contributed to delivery of client presentation materials. Oversaw financial modeling exercises for client strategy, valuation scenarios and transaction analyses.

Richard Wallach Skills

Corporate Finance Capital Markets Investment Banking M&a Experience Financial Institutions Structured Finance Financial Structuring Lbo Equity Capital Markets Management Strategic Planning Mergers And Acquisitions Valuation Equities Investments Strategy Financial Modeling Venture Capital Dcm Debt Digital Media Leadership Business Development Strategic Partnerships

Richard Wallach Education Details

  • A Once Reputable University In Northern Manhattan
    A Once Reputable University In Northern Manhattan
    General
  • University Of Michigan
    University Of Michigan
    Philosophy

Frequently Asked Questions about Richard Wallach

What company does Richard Wallach work for?

Richard Wallach works for Chopra Global

What is Richard Wallach's role at the current company?

Richard Wallach's current role is CFO and COO.

What is Richard Wallach's email address?

Richard Wallach's email address is rw****@****ail.com

What is Richard Wallach's direct phone number?

Richard Wallach's direct phone number is +154068*****

What schools did Richard Wallach attend?

Richard Wallach attended A Once Reputable University In Northern Manhattan, University Of Michigan.

What skills is Richard Wallach known for?

Richard Wallach has skills like Corporate Finance, Capital Markets, Investment Banking, M&a Experience, Financial Institutions, Structured Finance, Financial Structuring, Lbo, Equity Capital Markets, Management, Strategic Planning, Mergers And Acquisitions.

Who are Richard Wallach's colleagues?

Richard Wallach's colleagues are Jihan Jones, Josh Rheault, Mei Croner, John Herrera, Melanie Salvatore-August, Amarjeet Kumar, Kara Cardinal.

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