Paul Ferreri

415-***-**** * adcmd4@r.postjobfree.com * linkedin.com/in/paulferreri

Demonstrated excellence and senior-level experience in investor relations/marketing and chief of staff roles. Raised millions and forged strong relationships with investment community. Stellar track record of success in financial services, financial institutions, investment banking, and private equity. Investment Strategy – Chief of Staff – Strategic Orientation – Visionary Leader – Financial Modeling – Product Management – Investment Marketing – Team Leadership – Relationship Management – Talent Development Executive Summary

Proven history of driving success on buy- and sell-side with large institutions and startups. Leveraged leadership skills to galvanize and manage cohesive, results-driven teams; led teams to orchestrate projects from start to finish. Proven analytical, financial, project management, and risk management skills. Worked with stakeholders, including leadership/clients. Industry experience and solid business and financial acumen. Excellent verbal and written communication skills. Provided strategic guidance to companies with all aspects of investor relations and investor marketing. Employment Chronology

DIRECTOR OF INVESTOR RELATIONS

RealTime Puriry, Inc.San Francisco Bay Area, CA 2013 to Present Spearhead all aspects of investor communications, relations, and marketing. Serve as key liaison and company’s “forward facing direct contact” for rolodex of investors funding millions of dollars. Responsible for creating audience-focused collateral and developing powerful investor presentations, messaging, and Q&A documents. Manage investor stock, new investment opportunities, and overall operations. Provide oversight for investor record-keeping, including transfer agent questions, cap table changes, and corporate valuation updates.

Foster strong relationships with industry analysts and investors and disseminate information pertaining to company strategy. Effectively position the company for long-term growth. Create go-to market strategy and liaise with investment bankers, legal team, investors, and board of directors for all aspects of funding.

Oversight for ongoing $5 million capital raise.

Create and maintain reliable network of investor community from ground up. Lead team to handle IPO filing and prepared draft for S1/legal team; worked with audit firm. Successfully restructured debt exceeding $2 million. CIO/FOUNDER

Blossom Investment Management, Larkspur, CA 2008 to 2013 Established one of the first global long/short public hedge funds with a sharp focus on sustainable companies, including clean, sustainable technologies. Handled overall process and documentation for LLC formation. Accountable for organizing investment reports/reviews, including quantitative and qualitative portfolio studies. Responsible for organizing company services, including trading systems, prime services, and investor marketing.

Developed robust and well-organized investment processes leveraging quantitative, technical, sustainable, and risk metrics.

Interfaced with portfolio companies’ owners and investment representatives to stay up-to-date on trends and themes.

Orchestrated capital raise exceeding $25 million.

Featured and quoted in A-list media, such as CNN Money. Fund was projected to win over $100 million in commitments despite recession-like conditions. Established potential investors and took company through various rounds of investment. Paul Ferreri, Page 2

Created strategy and metrics (covering fundamental to complex, technical analyses). EXECUTIVE DIRECTOR/FOUNDER

EcoMarin, San Rafael, CA 2009 to 2012

Successfully founded organization focused on inspiring healthy and sustainable Marin. Forged strategic partnership with Green Festival creator and producer, Seven-Star. Oversaw efforts to procure keynote speakers, Temple Grandin and Van Jones. Developed executive committee of local leaders to plan event honoring Marin County’s cultural heritage encompassing environmental leadership. Oversaw event with budget exceeding $45,000. Secured sponsorships with elite organizations, such as Organic Valley, Solar City, Whole Foods, ClifBar, Mary’s Organic Chicken, Clover Stornetta Farms, and Marin Sanitary. Provided leadership to team of eight.

Prior Experience

Owner, Manager — Bay City Barber Salon

Owned and managed high-end barber salon with annual sales over $500,000. Vice President, Portfolio Manager — McClurg Capital Corporation Developed first separately-managed account focused exclusively on clean, sustainable technologies. Vice President, Private Client Group — Morgan Stanley Collaborated with professionals to advise high net worth and institutional investors in creating wealth management, cash management, estate, and trust planning services. Municipal Trading Desk Intern — Alex. Brown &Sons, Inc. Responsible for allocating and researching pitch sheets of two non-rated life care bond issues. Effectively updated daily trader posts on Bloomberg and compiled municipal portfolio ladders. Assisted brokers.

Educational Qualifications & Professional Development Bachelor of Arts in Psychology/Economics, The Johns Hopkins University, Baltimore, MD Football; 4-year starter, Sophomore MVP, Centennial Conference All Star, Record Holder Student Council; Buildings & Grounds Co-Chair

Worked closely with disadvantaged youth, First Time Juvenile Offenders Program Licenses: Series 7, 31, 63, 65 (Inactive)