Bruce W. Goelz

adrok1@r.postjobfree.com 631-***-**** Nesconset, NY linkedin.com/in/bruce-goelz-mba/ Strategy & business development executive who identifies, designs, and leads a broad range of growth initiatives for startups, investment banks, and broker-dealers. Innovator who anticipates future needs, plans for long-term impact, and creates products that generate predictable, recurring revenue. Adept at managing people & operations, creating order out of chaos, and building strong client relationships. Industry expert who personally mentors colleagues to be effective leaders, strong communicators, & team players. KEY AREAS OF EXPERTISE

Revenue & Growth Strategy Business Development Building Relationships & Partnerships Problem Solving Team Leadership Vision & Execution Project Management Process Improvement Equity Funding Alternative Debt Retirement Planning Loan Underwriting Planned Giving Endowments & Foundations BUSINESS DEVELOPMENT EXPERIENCE

President & CEO Bruce Goelz, Inc. Nesconset, NY 2019 - Present Founder of a growth strategy consultancy specializing in business plan evaluation, debt & equity analysis, vendor

& inventory management, and accounting & reporting. Clients include 20+ startups and established firms.

● Increased revenue by 15% at five clients by introducing process metrics and optimizing sales pipelines.

● Cut variable costs by 20% at six customers by streamlining their supply chain and production processes.

● Secured $500k debt funding for a commodity enterprise and $2M equity for a hardware company. BNY Mellon New York, NY 1987 - 2014

Hired as an investment accountant & earned four promotions: Assistant Treasurer, AVP, VP, & Managing Director. Controlled a total of $1T+ in assets and generated $193M+ in new revenue. Cultivated strong relationships with hundreds of clients, launched 15+ new products, managed 20+ projects, & led 10+ high performing teams. Awarded Innovator of the Year in 2014 by BNY President Karen Peetz. Managing Director 2011 - 2014

Generated $100M+ of new revenue in three years. Relationship Manager of 15 Total Endowment & Foundation Custody clients with $500k to $5B AUC. Positioned BNY as a key retirement services provider in the market, led a team of 10 VPs, and regularly coached eight junior officers as part of the Senior Mentoring Group.

● Pitched planned giving, custody, & reporting services to 25+ not-for-profits; closed $60M+ in new revenue.

● Designed & launched 15+ new investment products that yielded $40M+ in new revenue, e.g. pensioner website, securities profitability model, and endowment & limited partnership accounting systems. Vice President 2005 - 2011

Boosted revenue by $93M in six years. Relationship Manager of 20 institutional clients with $12B AUC.

● Presented in 60+ new business meetings & closed $45M in new revenue.

● Brought in $48M additional cross-sell revenue: met or exceeded $8M/year goal. Assistant Vice President 2003 - 2005

Led five large special projects & managed 18 institutional investment accountants with 126 clients & $63B+ AUC.

● Developed a digital accounting platform & oversaw the conversion of 2700+ accounts valued at $800B+.

● Oversaw the first multi-billion dollar institutional custody conversion to BNY's London Client Services Center. DEBT & EQUITY ADVISORY EXPERIENCE

Associate, Private Equity & Venture Capital INTE Securities LLC New York, NY 2020 Identified and executed $60MM+ of complex debt and equity transactions at this SEC/FINRA/SIPC registered broker-dealer. Analyzed 30+ deals and underwrote 14 proposals for middle market firms. Managing Director Rainstar Capital Group Grand Rapids, MI 2018 - 2020 Oversaw $75MM+ of alternative debt investments at this capital management and advisory firm. Built a network of 50+ partners - banks, VCs, private equity, & CPAs - to secure 22 transactions for middle market clients. FINANCIAL ADVISOR EXPERIENCE

Vice President, Investments David Lerner Associates Syosset, NY 2020 - 2021 Onboarded new individual investors and developed their financial plans at this $5.5B+ AUM privately held securities broker-dealer. 60% success rate booking a first consultation during a cold call; 40% close rate. Investment Consultant Fidelity Investments Garden City, NY 2015 - 2018 Provided financial & investment advisory services to 150+ clients with $20M+ AUM. Developed estate plans for 10 clients with $40M+ total assets. Identified $25M+ in new opportunities, retained 28 VIPs, & advised clients interested in alternative investment strategies.

VOLUNTEER EXPERIENCE

Council President Hope Lutheran Church 2004 - 2011 Guided the strategic direction of this nonprofit from a negative cash flow to a steady positive income. Led ten officers, updated financial operations, and introduced a new outreach campaign to a 400-person congregation. Oversaw a church merger, consolidated real estate assets, and established a $400M endowment. EDUCATION

MBA Banking & Finance with distinction Adelphi University Garden City, NY BS Business Management SUNY Plattsburgh Plattsburgh, NY CFP Education Program Kaplan

Credit Training Program BNY Mellon

LICENSES & CERTIFICATIONS

Series 7 and 63 Licenses FINRA

Notary Public Suffolk County

NYS Life Insurance Licensed NYS Department of Financial Services

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