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Work Background
ExitEngine™Co-Founder, COO and CFO
Mar. 2024United StatesI help business owners, founders and entrepreneurs create more valuable businesses with help from like minded people.
Exeo AdvisorsCo-Founder, COO and CFO
Mar. 2024United StatesExeo Advisors is a unique M&A advisory firm that places the interests of business owners and their employees at the forefront of the m&a experience. We offer a full compliment of business consulting services to business owners aimed at preparing them and their companies for sale, including ExitEngine™ a learning community for small business owners who want to learn the importance of Exit Planning to the overall health and well-being of their businesses now and when it's time to sell.
Gottesman CompanySenior M&A Business Broker
Sep. 2023 - Jun. 2024New York City Metropolitan Area
Houlihan LawrenceChief Operating Officer
Aug. 2020 - Feb. 2023New York City Metropolitan AreaLed a regionalization of the finance and accounting function while reducing spending, gaining efficiencies, and leveraging existing regional financial expertise. Oversaw the vetting, analysis, negotiation, and integration of acquisitions which led to an increase in sales volume in 2022. Managed integration of mortgage, title, and insurance businesses into core real estate operations. Implemented organizational responses to new state and county COVID protocols, including internal communications to agents and employees. Modified organization and personnel so business strategies were supported by new structure. Co-led transition of agent technology tools from a dated, legacy platform to a suite of best in class products.
REBNY (Real Estate Board of New York)Head Residential Listing Service (RLS)
Feb. 2019 - Aug. 2020New York City Metropolitan AreaLed Board of Directors meetings and drove strategic direction, managed financial decisions, and fostered partnerships, alliances, and broker/brokerage relationships. Reconstituted Board and added agents and owners to be more reflective of the New York City real estate community. Created RLS Strategic Plan to reshape the way the RLS serves the real estate community. Partnered with entities that can provide innovative and scalable products, services, and solutions to REBNY members. Implemented ways to serve REBNY members more effectively by consistently updating the RLS, compliance guidelines, and data governance standards. Fixed technological and strategic flaws via specific information technology projects and improved communications campaign.
Realogy Holdings Corp.Vice President Strategic Initiatives
Jan. 2012 - Dec. 2018New York City Metropolitan AreaManaged strategic initiatives including testing, piloting, and learning from new products and services to assist franchisees, agents, and partners in improving business results. Agent recruiting pilot led to 200% increase in revenue per recruited agent. Partnered with other business units (NRT and Cartus) on product enhancements to produce improved business results. Improved customer satisfaction by 5% and decreased purchase decision time by 40% for USAA. Managed leads product (LeadRouter) for Realogy; routed approximately 4M leads to franchised and company affiliated agents in 2017. Built digital product for USAA so consumers could choose Realogy affiliated real estate agents. Worked with external call centers and artificial intelligence companies to qualify, vet, and prioritize leads. Advised Moderne Ventures on mentoring existing portfolio companies in real estate, corporate relocation, and Prop-tech firms. Counseled other Realogy business units (NRT and Cartus) on leads management strategies, product enhancements, product and service integrations, and optimal strategies for maximizing returns.
American Management AssociationProduct Manager
Jan. 2006 - Dec. 2012New York City Metropolitan AreaConceived, developed, and maintained accountability for learning events and vetted experts to provide clients and management teams with strategies to maximize ROI, interpret profit & loss statements, and communicate complex technical information to others. Envisioned “Project Management for Non-Project Managers” seminar. Refocused product offerings, targeted more profitable learning events, and decreased overhead throughout product portfolios. Built and optimized digital learning products, including online seminars and webinars. Created Excel series webinars and generated $250K in additional revenue. Partnered and consulted with Fortune 500 customers to develop specialized learning events to improve productivity, increase ROI, and build learner competencies.
Ilios PartnersPartner
Oct. 2000 - Jun. 2006New York City Metropolitan AreaCo-Founded investor relations consulting company that provided publicly traded companies with specialized institutional ownership information, consulting services and digital products to assist them. Managed day to day business operations, analyzed market and industry trends and implemented aggressive business growth plans. Counselled executives on communication style and substance with buy side institutional investors, sell side analysts and the public while identifying where to spend the scarce executive resource of time. Clients included: Northern Trust, Cincinnati Financial, GNC, Real Networks, Qwest Communication, and Intel. Orchestrated development and launch website portal powered by proprietary software, facilitating communications between CFOs and Investor Relations Officers and institutional investors. Partnered with Fund Managers to understand their perceptions of individual companies; relayed knowledge to clients to bolster financial and shareholder communications efficiencies.
Thomson FinancialAssociate Director
Sep. 1997 - Sep. 2000Greater Chicago AreaManaged a team of analysts in analyzing the stock price movements of publicly traded corporations. The main focus was monitoring the how and why of institutional money flows into and out of technology and internet related stocks. Surpassed $2MM in annual business relationships-40+ internet and technology companies Co-launched Chicago area office. Boosted client roster via industry networking and business development.
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