Sales Account Executive

JON M. BERET

** ******** ** • Danville, Ca *****

******@*****.*** • 310-***-****

QUALIFICATIONS PROFILE

Results-oriented Corporate Development Professional with exposure to business development,

marketing, strategic planning, and client relationship management.

Proven success leading business development efforts, expanding customer base and

increasing revenue potential within organizations.

Very skilled in improving customer retention levels within highly competitive markets.

Exceptional leadership abilities concerning team initiatives.

PROFESSIONAL EXPERIENCE

THE GORES GROUP – Los Angeles, Ca 2002 to 2009

Built a solid record of achievement and advancement by consistently originating proprietary deal

flow for new investments as well as add on investments to current portfolio.

Business Development Officer (2002 to 2008)

Manage relationship-banking team, ensuring production of revenue levels and territory profitability.

Lead team in investment product sales and delivery of customer relationship management

techniques. Collaborate with clients to assess individual financial situations and develop strategic

financial planning solutions.

Key Accomplishments:

• Consistently maintained 100% or better of established production goals; achieved 127% of

2008 business development goal set at $100 million of additional revenue.

• Recognized for outstanding professional acumen with national awards for annual production

in 2007 and 2008.

• Led deal teams on acquisition, divestitures, restructurings and leverage buyouts in the

Technology Industry.

• Designed complex leverage buyout, recapitalization, valuation, merger and debt capacity

analysis for $1.3B US LBO fund.

• Originated, evaluated, structured and negotiated strategic additions onto current Portfolio

Investments.

Continued…

JON M. BERET

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Account Executive, JAA (2000-2002)

Served as a key team member in the sales group of a middle-market asset based lender.

Key Accomplishments:

• Led business development and marketing efforts which expanded the customer base and

introduced marketing strategies.

• Created trade show materials, attended trade shows and promoted products.

• Contributed to the implantation of promotional programs that optimized revenue levels in a

saturated market.

EDUCATION AND CREDENTIALS

Economics (1999)

- TUCSON, AZ

UNIVERSITY OF ARIZONA

Professional Licenses:

NASD SERIES 7, 63

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