Financial Executive providing complete Accounting, IT, and Fundraising services for organizations of all sizes. Raised over $100MM for organizations through own personal contacts/investors. As a CFO/COO working in conjunction with investors/CEOs, generated EBITDA improvements totaling over $25MM. Capital Financing-Multistage Mergers & Acquisitions, Strategic Planning Initial Public Offerings IPO-Strategic Divestitures, Business Plan Development Private Placements-Due Diligence, Budget Forecasting Modeling Venture Capital Financing-Transaction Negotiations, Contract Administration Investor & Bank Relations-Assimilation of Acquisitions, Project Management Credit Facility management-Treasury Management, Best Practices Metrics Financial Reporting-Credit & Collection, Turnaround Management S.E.C. Reporting, Risk Management & Insurance-Customer & Supplier Relations Process Reengineering-Organizational development, Bankruptcy/Liquidation Policy/Procedure Development-Compensation Programs, Auditing Internal Controls Systems Implementation-Benefits Plan management, Interim Financial Management If you would like to speak with this game changing CFO, feel free to reach out to me at klubin@zrgpartners.com

Dynamic and result oriented management and administrative service professional with 20+ years of extensive experience in sales and marketing, business management, media, and communications. Internationally recognized Professional Olympic Track and Field Athlete with a diverse record of experience and accomplishments in program administration. Demonstrated track record providing comprehensive financial forecasting and analysis to senior management resulting in increased profitability. Top-rated operations/sales performer repeatedly recognized for exceeding goals and targets. Detail-oriented with a strong work ethic with the ability to balance priorities to achieve results. Adept at handling a variety of managerial and administrative activities for developing and maintaining principles, practices, and procedures to bring significant improvements in efficiency, productivity, and processes towards the successful attainment of organizational goals. If you would like to speak with this Olympic Athlete, please feel free to reach out at klubin@zrgpartners.com

Recruited to provide executive leadership and transformation of the retail investment services division with over $20 billion in assets under management, $140 million in revenue, across 16 markets and over 1,000 associates. Responsible for strategic direction, transforming the operating model, sales, finance, and operations with full P&L accountability. Reported to the bank’s Wealth Executive, led 5 functional executives and a staff of 100+ professionals. Corporate Officer and Member of Retail Leadership Team focused on the Community Bank long term strategy; member of Executive Council leadership team contributing to the banks corporate strategy; member of the Non-Deposit Investment Product Committee governing audit and regulatory compliance for the division. Rebuilt the division’s governance model including organizational structures, reporting lines, improved metrics / reporting and operating rhythms Aligned Investment Services strategy with the Retail Division’s mission to improve client financial wellness and increased use of corporate utilities (Digital, Technology, Marketing, Client Analytics) to accelerate the pace of change Designed and led a client-centric transformation focused on client financial wellness, revenue and profitability growth Increased revenue YoY by more than 15%; highest in division’s history in 2017 and 2018 Designed, built and implemented one consistent sales process for all financial advisors Executed a client segmentation strategy to focus financial advisors on the highest value prospects Implemented rigorous, metric-based, performance management routines for sales leaders anchored in data, inspection and coaching If you would like to speak with this leader, please reach out to me at klubin@zrgpartners.com