President and CEO

Lee Robertson
604 Harmony Lane
Pleasantville, CA 94588
(925) 555-1234


Ten years of successful strategic business planning and financial experience, including developing start-ups, conducting extensive sales and marketing, successful investment banking, and providing executive leadership in the areas of Strategic Marketing, Operations, Capitalization and Finance.

Solid background in business analysis within entrepreneurial and financial services environments, conducting market research, preparing detailed business reports, tracking and monitoring organizational performance, developing long-term business relationships, increasing revenues, and researching and implementing cost-effective technology solutions.

Negotiating major contracts with national accounts, conducting in-depth individual and group sales presentations, prospecting for new business, researching and analyzing competitors, exceeding targeted sales goals, developing profitable business relationships, working directly with major accounts to increase sales, and designing new programs to increase revenues.

Developing targeted, strategic marketing plans, organizing and motivating sales staff, setting up Internet-based and channel marketing networks, analyzing business models and concepts to determine operational and market viability, designing corporate promotional campaigns, coordinating with advertising agencies and PR firms, producing detailed forecasts and projections, and managing VIP account strategies.

Strong background in the design and development of detailed financial schedules and models used for generating operating plans, budgets, cash flow, and long-range business forecasts, conducting due diligence and research, equity analysis, raising capital investment from private investor groups, conducting in-depth profit and loss analysis, conducting internal audits, utilizing audits by accounting firms to implement effective financial controls, reviewing and analyzing financial statements, and ensuring consistent financial systems improvement.

Managing and organizing critical operations and personnel, strategic planning and development, forecasting, budgeting, cost controls, recruitment, screening, hiring, and training of staff, facilitating and attending professional seminars and meetings, implementation of quality-focused, cost-effective business strategies, sales and marketing functions, successful achievement of departmental goals, ability to generate enthusiasm and efficiency in staff, and extensive contract negotiations.

Jaybird Corporation, New York, New York

1999 – Present
President & CEO
• Co-Founder of a successful start-up provider of on-line health management software solutions targeting Fortune 1000 companies and serving as an Application Service Provider (ASP) to major pharmaceutical firms.
• Major clients and deals in discussion include Pfizer, Bristol-Myers Squibb, Merck, PSEG, Standard & Poors, and Merrill Lynch, providing solutions resulting in several major deployments.
• Prepared all investment documents and presented opportunity to venture capitalists and strategic corporate investors, successfully raising Series A & B equity financing.
• Initiated serious discussions now in progress involving potential sale to interested software technology solution providers.
• Currently responsibile for overall operational management and supervision of a 12-person team, business development, technology, product development, formation of strategic partnerships, hiring, training, and supervising staff, and reporting all activities to stockholders as a President of the Board of Directors.
• Work closely with external consultants as needed to implement the company’s overall business strategy, identify and select third party service providers and appropriate technology solutions for e-commerce and customer relationship management. Manage and develop strategic alliances and marketing relationships with other companies to increase business.
• Oversee design and development of marketing collateral for the company, coordinate Web development and internet services team to provide various technology and media solutions, micromanage projects, and implement internal controls for both project time tracking and project accounting.

Maxwell Management, New York, New York

1998 – 1999
Investment Banking Associate
• Prepared valuation model and presentation for the successful sale of a European software company. Conducted extensive due diligence and prepared all documents for the sale of a semiconductor company.
• Developed in-depth proposals, market information, detailed reports, and internal memos. Responsible for researching and analyzing demographic data, preparing packets and presentations, facilitating meetings, and serving as an information resource.

Baker and Baker, Inc., New York, New York

1995 – 1998
Investment Banking Associate
• Successfully raised capital in the form of a convertible for a public toy company. Analyzed the company’s pro forma projections, drafted business summary and investment considerations, and marketed to potential investors.
• Created a Private Placement Memorandum for the issuance of a convertible note for a mining company. Conducted the analysis and marketing effort for issuance.
• Responsible for analysis and modeling of transactions within the firm as well as generating presentations for new business opportunities. Involved in the structuring and marketing of Batavia’s new Value Fund (The fund explored direct investment opportunities in public companies that have been undervalued by the markets).

Ferndale Corporation, New York, New York

1994 – 1995
Broker / Advisor
• Conducted fixed income research for high net worth clients, analyzed municipal and high yield corporate credits, and reported specific recommendations to Chairman.
• Presented an evaluation of a wealthy prospect’s portfolio, resulting in the opening of one of Wall Street’s largest individual fixed income accounts ($100mm).
• Served as a broker / advisor to active clients on investments, banking, estate planning, and taxes. Conducted all due diligence, research, and analysis of transactions involving stocks, bonds, mutual funds, real estate, insurance, and banking. Responsible for interfacing as needed with clients’ other professional advisors, CPAs, and attorneys.

Octagon, Inc., Beverly Hills, California

1992 – 1994
Financial Consultant
• Established a productive institutional and retail client base, developed strategic investment plans for client portfolios, proposed bond and mutual fund combinations to meet client needs, and advised clients on estate planning and tax saving plans.
• Received recognition as “FC of the Quarter” within seven months, after generating more new business than 59 other financial consultants within region.
• Marketed a wide range of financial planning services for large accounts and small retail clients, including portfolio management, development of customized financial plans, advising clients on investment strategies, assessment of financial resources and tolerance for risk, and implementing and updating various investment plans.


Relevant Coursework: Introduction to Venturing, Entrepreneurial Finance, Launching New Ventures, Corporate Finance, Entrepreneurship & the Internet Economy, Financial Accounting, Operations Management, Decision Models, Leadership, Strategic Management, Corporate Growth & Development, Managing Growth, Managing Innovation, Managerial Negotiations


Bachelor of Science, Applied Mathematics & Economics
Academic Honors: Dean’s List
Research Project: Game Theory & Real Analysis
Activities: Mathematics & Economics Tutor


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