Centrepolis Accelerator

Chief Operating Officer

Sigma International

Chief Technology Officer

Interim General Manager - Sigma India

Innovation and Advanced Product Management Director

Detroit Materials

Zell Lurie Commercialization Fund

The Zell Lurie Commercialization Fund (ZLCF) is a pre-seed investment fund established to identify and accelerate the commercialization of ideas generated within the University community and the surrounding area. The team adopts a hands-on approach to investing that leverages the talents and resources available at the Stephen M. Ross School of Business at the University of Michigan to make a real impact for the entrepreneur and the University.

Advisor

Kinetik Partners

Partner with organizations to achieve profitable growth by identifying market discontinuities, jobs to be done, and developing products or services that meet the customer needs. In addition, provide divisional leaders and small business owners new market opportunities outside their current target industry.  

Strategy Development | Strategic Partnerships | Portfolio Analysis & Management | Technology and Product Roadmapping | Cost & Profit Pool Analysis | Design Thinking | Business Model Innovation | Jobs to be done Theory | Go-to-Market Strategy | VSM | Value Chain Analysis |

Managing Partner

NextEnergy 

Provide growth and commercialization strategies for advanced manufacturing and mobility firms. 

Diversification Strategy | Strategic Partnerships | Technology Due Diligence | Funding Opportunities | Business Opportunities | Technology Commercialization & Scale Up |

Director, Industry Services

Ricardo

Capture and deliver customer projects by developing new strategic partnerships and leading a cross-functional teams.

Business Manager - Clean Tech

Execute and lead technical projects leveraging New Product Development and DFM&A processes and tools.

Sr. Project Engineer

🚀Value Creation Catalyst🌱💡 Empowering Start-ups and Small & Midsize Enterprises through Innovation Programs and Product Strategies | Technology Scout | Ecosystem Developer | Dual Use HardTech

🚀 𝐄𝐯𝐞𝐫 𝐰𝐨𝐧𝐝𝐞𝐫𝐞𝐝 𝐡𝐨𝐰 𝗮𝗻 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 𝗽𝗿𝗼𝗴𝗿𝗮𝗺 𝐜𝐚𝐧 𝐟𝐮𝐞𝐥 𝐭𝐡𝐞 𝐠𝐫𝐨𝐰𝐭𝐡 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐬𝐭𝐚𝐫𝐭-𝐮𝐩 𝐚𝐧𝐝 𝐬𝐦𝐚𝐥𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐝𝐲𝐧𝐚𝐦𝐢𝐜 𝐰𝐨𝐫𝐥𝐝 𝐨𝐟 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲?

As a seasoned 𝐕𝐚𝐥𝐮𝐞 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 𝐂𝐚𝐭𝐚𝐥𝐲𝐬𝐭, I'm here to unveil the answer. I empower ventures through dynamic Innovation Programs and cutting-edge Product Strategies.

🚀 Here's what I bring to the table:

🔹 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: With a rich history as COO, CTO, MD, and CEO in tier 1 technology accelerators, start-ups, and consultancies, I've honed a comprehensive understanding of the hardtech space. My experience spans mobility, defense, aerospace, energy, and advanced manufacturing markets.

🔹 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐕𝐢𝐬𝐢𝐨𝐧: I've led and executed numerous growth strategies, propelling entry into new markets, creation of adjacent product lines, and design of innovative business units.

🔹 𝐆𝐥𝐨𝐛𝐚𝐥 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩𝐬: My expertise extends to international strategic partnerships. I've successfully structured collaborations with tech providers, universities, research institutions, and accelerators across the US, Korea, India, and Europe.

🔹 𝐄𝐜𝐨𝐬𝐲𝐬𝐭𝐞𝐦 𝐄𝐧𝐫𝐢𝐜𝐡𝐦𝐞𝐧𝐭: Engaging and evaluating corporate innovation ecosystems worldwide, I've partnered with regional economic development organizations to develop strategic plans that foster industrial and innovation growth. I'm well-versed in forming Public Private Partnerships.

🔹 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 𝐏𝐚𝐫𝐭𝐧𝐞𝐫: My track record in corporate development includes identifying and evaluating target technologies and companies in crucial sectors like lightweighting, electrification, sustainability, and advanced manufacturing.

🔹 𝐃𝐞𝐬𝐢𝐠𝐧 𝐓𝐡𝐢𝐧𝐤𝐢𝐧𝐠 𝐀𝐝𝐯𝐨𝐜𝐚𝐭𝐞: Develop Agile, Test and Learn strategies enabling me to define, ideate, prototype, and test new products and business models, resulting in successful product line deployments and new business unit creations.

🔹 𝐒𝐭𝐚𝐫𝐭-𝐮𝐩 𝐌𝐞𝐧𝐭𝐨𝐫: Serving as a mentor and advisor, I've guided professors, entrepreneurs, innovators, and corporates through early-stage business development. My mentorship roles include Plug and Play Detroit, NSIN Foundry Program, UoM Entrepreneurial Leadership Program, DOE I-Corps, and Ross venture fund.

Innovation drives progress, and my mission is to empower start-ups and SMEs to thrive in the world of technology. Let's connect and explore how we can create a brighter future together!

Pedro Guillen

b2i digital

b2i digital was founded to serve publicly traded companies who need targeted investor awareness at the scale only digital marketing can provide.

Featured companies on b2idigital.com receive exposure to retail and institutional investors as well as analysts. 

We're quickly scaling our platform and team. If you're interested in working with us, please feel free to reach out at david@b2idigital.com

If your company wants to tell its story to key segments of the investor community (high net worth retail, institutions, analysts, etc.) get in touch. We can discuss adding you to the platform and developing a customized investor outreach campaign to meet your specific goals.

Chief Executive Officer

National Investment Banking Association

Lead all the marketing efforts for the National Investment Banking Association to generate awareness for the organization, its mission and conferences.

Since 1982, The National Investment Banking Association (NIBA) has been a not-for-profit association for the micro-cap and small-cap investment community and has hosted 143 investment conferences.

NIBA network firms have successfully completed thousands of transactions totaling over $15 billion in new capital for emerging growth companies and are responsible for 90% of all IPOs under $20 million. NIBA’s network is comprised of thousands of investment professionals representing over 60 key industry services and includes over 8,800 registered representatives that have over $78 billion assets under management.

NIBA Conferences are must attend events providing unique opportunities for the investment community to see presentations by and meet one-on-one with private and public companies (any size/any industry) seeking access to the financial industry. Attendees expand their professional networks by meeting and keeping in touch with industry peers and stay up to date on the latest opportunities from emerging companies and industry service providers.

Chief Marketing Officer

Maxim Group

Founded in 2002, Maxim Group is a leading full-service investment bank, securities and wealth management firm headquartered in mid-town Manhattan at the iconic Chrysler Building. We provide a comprehensive array of financial services including investment banking, global institutional sales, equity research, fixed income and derivative sales & trading, merchant capital, private wealth management, and prime brokerage services to a diverse range of corporate clients, institutional investors, and high net-worth individuals.

Maxim Group’s goal is to be the trusted source for the myriad strategic and capital needs of our clients. We partner with our clients to meet the changing demands of their business. It’s what drives our constant effort to deliver the latest innovations in financial services and allows us to remain focused on measuring success by the satisfaction of our clients. This approach, combined with investment flexibility and sharp insight, is what sets us apart from others in the industry.

Maxim Group is a registered broker-dealer with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB).

For more information visit www.maximgrp.com, m-vest.com or contact me at dshapiro@maximgrp.com

Chief Marketing Officer - Investment Banking

M-Vest

M-Vest is a global investment bank and digital platform for issuers, investors, and thought leaders to share information, access emerging growth investment opportunities and execute on investments in B2B healthcare, technology, media, financial services, consumer products, and industrial companies. 

Founded in 2017 and headquartered in New York City, M-Vest provides insights on current equity market trends, hosts presentations from public companies, and provides access to capital for emerging growth companies. 

Through its partnership with Maxim Group, LLC, M-Vest hosts live conferences and webinars featuring CEOs discussing the latest developments in their industries. Capital raisings provide an opportunity for our investor community to participate in Regulation A and Regulation D offerings.

M-Vest LLC is a registered broker-dealer with the U.S. Securities and Exchange Commission (SEC), is a member of FINRA and SIPC, and is a subsidiary/partner of Maxim Group, LLC. M-Vest LLC is a sister company of Maxim Group LLC.

For more information visit www.m-vest.com or contact me at dshapiro@maximgrp.com

Sunknowledge Services Inc.

Empowered, mentored and lead a team of 25 digital analysts. Our goal was to execute a nationwide brand awareness and lead generation marketing strategy for a preeminent health care service provider. 
● Directed the SEO specialists in their implementation of best practices to improve organic reach and rankings.
● Refined their email marketing strategy to improve deliverability, open rates and conversions.
● Architected a unified digital ecosystem that integrated data across Google Tag Manager, Google Analytics, Google AdWords and Google Search Console.
● Authored SEO optimized content such as press releases, classified ads and blog posts for use on all digital platforms.
● Created and continually optimized 3 conversion-focused Google AdWords accounts designed to generate relevant leads for the core divisions of Sunknowledge Services.
● Engaged with potential and actual customers at key industry trade shows.
● Closely collaborated with web development team to improve performance, accessibility, SEO metrics and the overall user experience of their 3 websites.
● Expanded usage of Zoho CRM to ensure coordinated and timely communications with potential customers. Integrated Zoho with Outlook and trained sales team on CRM B2B best practices.

Senior Director of Marketing

Milea Truck Sales & Leasing, Milea Subaru, Milea Buick GMC & Milea Estate Vineyard

After 14 months working full-time to build a solid technology and marketing infrastructure for the $100 million Milea Group, I then served for 5 months as a part-time advisor to the COO. We used the latest tools to support Milea’s 4 divisions and 6 locations. The Milea Group is a business that transcends the commercial trucking, automotive, real estate and wine industries. 

● Oversaw all digital marketing efforts for Milea Truck Sales, Milea Subaru, Milea Buick GMC & Milea Estate Vineyard.
● Reduced annual advertising agency expenditures for Milea Trucks Sales by $240,000 and brought all marketing functions in-house.
● Trimmed 49% from The Milea Group’s 2017 advertising budget while improving all key marketing metrics.
● Managed more than $400,000 in AdWords, Facebook and Bing search, display and remarketing campaigns.
● Customized, rolled out and support Salesforce Sales Cloud & Pardot B2B Marketing Automation for the Milea Truck sales team.
● Generated a 221% ROI on Google and Facebook ad spend for the Milea Truck Sales department.
● Exponentially increased on-site conversion rate by over 200%.
● Implemented conversion tracking through Google Tag Manager.
● Spiked website traffic by 423%.
● Utilized all available analytics tools such as Google Analytics and Google Data Studio to understand key marketing metrics.
● Designed, sent and tracked aggressive lead generation email campaigns.
● Update and maintain the Milea Estate Vineyard website and social media accounts.
● Hold the advertising agencies accountable to the KPIs for each division.
● Interviewed, hired, and managed sales representatives for Milea Truck Sales.
● Trained salespeople in Salesforce, Microsoft Office, CDK and B2B selling techniques.
● Continually updated all content on 200+ listing sites through the Yext platform.
● Managed the online reputation of the Milea brand.
● Served as admin for Office 365 and managed all internal communications through Outlook 365.

Director of Marketing and Technology

davidshapiro.net, Inc.

- Consulting Division -
Practice manager and senior consultant for digital advertising, content marketing, social media and eCommerce projects.
● Launched targeted conversion-driven Facebook and Google AdWords campaigns.
● Developed eCommerce Shopify sites that are fully integrated to sell products on Google, Facebook, Amazon, and eBay.
● Engineered B2B lead generation ad campaigns on LinkedIn.
● Built WordPress sites.
● Enabled business owners to maximize their ROI on social media marketing campaigns.
● Trained business owners how to manage their own Facebook and Instagram ad accounts.
● Engaged businesses in a variety of sectors including: financial services, technology, health & beauty, travel and environmental.
● Worked with charities to get approval for Google Ad Grants and manage their AdWords accounts.

- Event and Travel Division -
Developed a loyal audience that has yielded a continually growing email subscriber database. As the lead demand generation expert for the largest professional & social networking company for over 10 years, I created digital marketing campaigns to promote the events and vacations offered to its 178,000 members. 
● Guided the Chief Operating Officer in executing the product marketing strategy for davidshapiro.net’s event and travel divisions.
● Launched comprehensive demand generation campaigns for high profile events.
● Wrote, designed and tracked conversions for email marketing campaigns to 178,000+ subscribers.
● Created high impact content for website, email blasts, Facebook, Twitter, Instagram, and LinkedIn.
● Set-up and managed over $500,000 on Google AdWords and Facebook Ad campaigns.
● Oversaw an increase in profitability by 25% from 2016 to 2017.
● Operated seasonal resort properties in the Hamptons, South Beach, Club Getaway and Mount Snow
● Leveraged strong sales, relationship building, and negotiation skills to consistently maximize profit.
● Hosted thousands of guests at over 50 events per year in NYC and the Hamptons.

Senior Vice President of Digital Marketing and eCommerce

Deutsche Bank

During my tenure at Deutsche Bank, among other projects, I had the opportunity to work on a multi-billion acquisition, an internal CRM project, and a private equity deal. These projects required collaboration with all the back office departments that are essential to the successful and efficient operations of a large international bank.

Internal Consulting:
● Managed back office integration of multi-billion-dollar acquisitions of Scudder Investments and RREEF.
● Managed the consulting efforts of outside firms such as Price Waterhouse & Andersen Consulting who were hired by the bank to assist in the acquisition integration efforts. 
● Helped develop Customer Relationship Management (CRM) Consulting competency for the Internal Consulting Group.
● Evaluated vendor relationships and the credentials of technology providers.

Business Analysis for Private Equity:
● Managed and conducted the analysis and structuring of a private equity investment of $100,000,000.
● Conducted comprehensive due diligence of the target company, including accounting review, operations consulting, and marketing and strategic analysis.
● Created a sophisticated valuation model to guide investment decisions.

Vice President of Corporate Strategy

Lieber Levett Koenig Farese Babcock Inc

I started a new department that expanded the consulting capabilities of an established mid-sized ad agency. It was a unique opportunity to apply an entrepreneurial perspective within a larger organization.

● Oversaw all strategic, analytical, and technical consulting projects for an advertising agency with $100,000,000 in revenue.
● Recruited, hired, and managed a team of researchers, analysts, strategists and programmers to perform consulting services.
● Built a strong consulting capability that generated more than $10,000,000 in revenue and offered comprehensive research, analysis, and technical services.
● Managed strategic marketing projects for large multi-national companies including J. P. Morgan, Johnson & Johnson, Celebrity Cruises, and GlaxoWellcome that utilized data warehouses, CRM systems, and campaign management software.
● Researched and became adept with the leading marketing software solutions in data mining, campaign management/marketing automation and comprehensive CRM systems

VP, Director of Technical, Strategic & Analytical Consulting Services

OgilvyOne

This position provided experience in a full life cycle software development project from needs assessment through software implementation for over 30 digital media planners.

● Developed the Precision Advertising Management System, a comprehensive web advertising campaign management and tracking database application which became the cornerstone application for OgilvyOne’s Interactive Media division.
● Managed all phases of Precision’s development cycle, including design, testing, implementation, documentation, and training.
● Hired and oversaw support staff to maintain the Precision system for more than 30 digital media planners, buyers, and analysts.
● Designed and analyzed custom reports to properly assess the success of multi-million dollar online campaigns for large clients such as IBM.

Database Developer and Analyst for Digital Media Buyers

Chief Executive Officer | Google Partner | Facebook Partner | National Investment Banking Association | HubSpot Partner | LinkedIn Certified | Series 79 Registered Investment Banker

As an avid student and practitioner of all “things” in the digital marketing world, I help companies leverage available methodologies to tell their company's story in a compelling and compliant manner to the investor community. 

I combine digital strategies with traditional corporate access methodologies to provide a holistic communication campaign.

There are countless techniques and supposed “tricks” with thousands of gurus promising unrealistic results. Conversely, I take a methodical approach grounded in many years of working at ad agencies, investment banks, and consulting firms. I combine this experience with daily study to make sense of the marketing madness.

My client work reflects the convergence of the marketing, finance, and technology worlds. You hear terms such as “fin-tech” & “mar-tech.” I created a new one, “mar-fin-tech” to recognize that all business functions are interdependent.

Some background bullets:
- 30+ years of experience in marketing, technology & finance 
- Worked at 5 global banks and 3 ad agencies
- I was CMO for Maxim Group and their investor awareness platform (m-vest.com)

A few academic accomplishments:
- Google Partner
- Series 79 FINRA Registered Investment Banking Representative
- Meta Marketing Partner
- LinkedIn Marketing Certified
- 5 HubSpot Academy Certifications 
- Completed 250+ Courses on Google Skillshop covering Google Ads, Google Analytics, Google Tag Manager and other topics.
- 19 Salesforce Trailhead Badges

Hands-on experience highlights:
- 15+ years Managing paid ad campaigns for billions of impressions, millions of clicks and $100+ million in ad spend.
- Leverage the latest technology to measure the real ROI on marketing campaigns.
- Provided digital marketing consulting to B2C and B2B companies in industries including healthcare, consumer products, biotech, hospitality, pharmaceutical, and financial services.

Please email david@b2idigital.com to discuss possibilities for collaboration.

DISCLAIMER: All posts about any company are the sole opinion of that company. It is strongly recommended that any investment decision be discussed with a financial advisor.  The information on my profile herein has been provided as an information service only and is not a solicitation to purchase any security.  The accuracy or completeness of the information is not warranted and is only as reliable as the sources from which it was obtained.  Investors are cautioned that they may lose all or a portion of their investment in any company mentioned.

See full disclaimer at https://b2idigital.com/disclaimer

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