Diana Shapiro. Summary. Experience

Transcription

1 Diana Shapiro High-growth, CEO/COO focused on Business Development & Fundraising - Innovative Clean Tech & Data Analytics Software diana@corpcostsol.com Summary I have spent the last 25 years fine tuning best practices for corporations via turnaround strategies while providing leadership & support to company founders. I assist later stage companies with corporate restructuring and a plan to increase sales. I assist start-ups by writing an executive summary, investor pitch deck, and fundraising efforts. I'm interested in disruptive industries like clean tech, med tech, and high tech that address an unmet economic need. I must be 100% sold and feel passionate that I can achieve financial success before accepting any new projects. I have very high personal expectations and choose to surround myself with like-minded individuals who inspire me and share my quest to achieve excellence and celebrate success. Community involvement is very high on my list of priorities, with causes that support sustainable environmental solutions, advocating for those without a voice, and finding a cure for cancer being especially near and dear to me. Motto Since College: "Work hard, play hard" Experience Advisory Board Chair at Connequity.com January Present (1 year 4 months) Connequity has reimagined professional networking with an online platform that creates an ecosystem of new business opportunities to grow your business. Using a proprietary intelligent matching technology called The Intelligent Lead Generator, Connequity delivers trusted and relevant business referrals that match your criteria for ideal clients. This saves busy professionals the time, resources and frustration typical of both online and offline networking methods. I truly believe this will revolutionize the "Art of Selling". CEO at Eco Tech Ventures / Corporate Cost Solutions May Present (13 years) Business consulting firm targeting clean-tech and high-tech early stage companies looking to plan for high revenue growth without reinventing the wheel. Provide cost reduction services, fundraising campaigns, business development, start-up services, marketing &, turnaround strategies to help companies increase their bottom line. 1 recommendation available upon request Chief Operations Officer at Environmental Waste Solutions January Present (13 years 4 months) Page1

2 I provide leadership and high-growth business strategies to over 40 employees, over 700 sales offices, and over 19,000 client locations throughout North America. Directly responsible for setting and achieving sales projections and managing the sales force to maximize revenue growth and achieve profit margin targets across all divisions. Vet and negotiation of strategic partner agreements, deal structuring, capital raise, & business expansion planning/implementation. Executive Vice President of Sales at Interactive Data January January 2000 (4 years 1 month) Top producer selling fixed income portfolio analytics software to large institutional money managers, banks and insurance companies. Exceeded target quota every quarter and consistently the top producer on the sales force. Installed CMS BondEdge software for new clients, and trained users how to calculate duration, convexity, and other portfolio analytics on their bond-based portfolios. Ensured client satisfaction to secure annual contract Financial Advisor at Merrill Lynch December March 1995 (1 year 4 months) Merrill Lynch is one of the world s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services.trader & wealth adviser for high net worth individuals. The world s leading corporations, financial institutions and governments, as well as the top mutual funds, hedge funds, pensions and endowments, trust Merrill Lynch to help them solve problems and capitalize on opportunities. Volunteer Experience Committee Member at Ronald McDonald House Charities of San Diego June Present (1 year 11 months) Hosted a private party at my home to raise awareness in the community for 175 of my closest friends and acquaintances. Presidents Council at Scripps Health May Present (3 years) Donation and volunteer work fundraising to raise money for cancer treatment locally. Committee Member - Rancho Santa Fe Unit at Rady Children's Hospital-San Diego January Present (2 years 4 months) Fundraising and PR Ambassador at Cleantech Open January Present (2 years 4 months) Advisory Board Member at Sustainable Surplus Exchange Page2

3 January Present (1 year 4 months) Organizations The Stanford Institute for Innovation in Developing Economies (SEED) Business Advisor April 2015 to Present The Stanford Institute for Innovation in Developing Economies (SEED) seeks to stimulate the creation of economic opportunities through innovation, entrepreneurship, and the growth of businesses that change the lives of people who live in poverty around the world. Sustainable Surplus Exchange Advisory Board Chair February 2014 to Present A nonprofit organization preventing waste from entering landfills by repurposing surplus supplies back into our community. US Green Business Council Member Organization February 2015 to Present USGBC is focusing its advocacy and outreach efforts into seven active, coordinated campaigns to remove market barriers to tomorrow s clean, green economy and to accelerate the uptake of green building practice. Certifications Certified Waste Managment Consultant EWS - Corporate Sustainable Solutions & Cost Reduction May 2002 Series 7 U.S. Securities and Exchange Commission January 1995 to 1999 Courses Bachelors of Business Administration, Business Administration and Management, General University of Massachusetts at Amherst - Isenberg School of Management Business Adminishration Marketing Finance Economics Accounting Statistics Exercise Science & Nutrition... Page3

4 CEO Eco Tech Ventures / Corporate Cost Solutions LEED Certification Publications Hot On The Trail - More and more online retailers are using a variety of tools to help them track their customers. Here's how you can, too. Entrepreneur Magazine - More and more online retailers are using a variety of tools to help them track their customers. Here's how you can, too. August 1, 1999, Melissa Campanelli Web-site statistics are no small matter to Diana and Gregg Shapiro, owners of All The Right Gifts Inc in Woodland Hills, California. The gift-selection company runs an online shopping directory to help customers find gifts quickly. Without reliable site statistics, the couple wouldn't be able to track the site's 500 daily visitors, who peruse at affiliate sites that sell gifts ranging from flowers to airline tickets. The data tells which areas of the site visitors are viewing and which search engines were used to reach the site--essential elements for managing the online directory... Member of Board of Advisors Sustainable Surplus Exchange January 2014 Board of Advisors - Sustainable Surplus Exchange. Sustainable Surplus Exchange is a nonprofit organization that redirects surplus from businesses back into the community for use, repurposing and keeping... Shapiro Joins EWS Executive Team Environmental Waste Solutions May 2002 "We help companies implement cost effective & sustainable green solutions that drive down costs and create positive cash flow!" EWS was... Mrs. Diana Shapiro PR Web EWS Green Business Opportunity 2009 EWS Green Business Opportunity 74% savings in waste removal in a 'Green Business Opportunity'.... According to Diana Shapiro, Vice President, many of their newer Affiliates decided to jump... Environmental Waste Solutions Announces a New Business Opportunity U.S. and Canada. PR Web March 6, 2006 There has never been a better time than right now for you to start your own business, said Diana Shapiro, Environmental Waste Solutions' COO. True wealth and true freedom are built by owning your own business. And waste management consulting is the most in-demand, recession-proof business around. Most individuals don't have the necessary capital to start an expensive new business. They also don't have the Page4

5 time to attend in-person training. The new Associate Program provides a solution for both of these barriers, providing many individuals with the opportunity, training, and knowledge required to start a new business. Connequity s Platform Introduces Matchmaking for Networking San Diego Business Journal December 24, 2014 Diana Shapiro, chief operations officer at Environmental Waste Solutions, a Florida consulting firm that helps companies reduce their waste management costs, said one of the biggest challenges for her salespeople was getting a meeting with a company s decision maker. After she joined Connequity, she said she was matched with several influential business leaders both locally and nationally,people who she would otherwise never have met.$1 Million Opportunity. One of the connections made through the website resulted in a $1 million expansion deal for her business, she said. Connequity sorts through all the nonsense and zeroes in on quality, Shapiro said. It delivers qualified referral contacts that can lead to viable meetings for me and my salesforce. Skills & Expertise Sales Operations Sales Sales Management Outsourcing Sales Process Executive Management Account Management Operations Management Direct Sales Cost Reduction Strategies Marketing Strategy Business Strategy Turnaround Experience Profit Maximization Management Consulting Waste Management Waste Reduction Strategic Partnerships Strategic Planning Cost Reduction Management Cost Reduction Solutions Cost Reduction Implementation Cost Reduction Planning Turnaround Initiatives Operational Turnaround Turnaround Strategy Department Reorganization Financial Analysis Page5

6 Strategic Financial Planning Cashflow Analysis Department Budgeting Strategic Repositioning Strategic Visionary Visionary Thinking New Business Opportunities Franchise Sales P&L Analysis P&L Management P&L Responsibility C Level Management Team Leadership Team Management Franchise Consulting Strategic Consulting Venture Capital Capital Raising Financial Projection Business Restructures Strategic Leadership Corporate Identity Education University of Massachusetts at Amherst - Isenberg School of Management Bachelors of Business Administration, Business Administration and Management, General, Grade: BBA Activities and Societies: Chi Omega Sorority Honors and Awards Charitable Giving & Volunteering Award Leonard Simpson's Top 10 Best Dressed, San Diego Interests Business networking, high tech toys, virtual reality gaming, golf, hot yoga, delicious reserve wines, hosting events, supporting local charities that provide a voice for those without the ability to advocate. Page6

7 Diana Shapiro High-growth, CEO/COO focused on Business Development & Fundraising - Innovative Clean Tech & Data Analytics Software diana@corpcostsol.com 1 person has recommended Diana "Diana is passionate about helping others and is a super connector! highly recommend getting to know Diana and her mission to make this world a better place!" Matt Bruback, worked with Diana Contact Diana on LinkedIn Page7