MICHAEL HERR

Bellevue, WA 425-***-**** adv46u@r.postjobfree.com LinkedIn: michael-herr

Business Development Executive

Guiding corporations through significant growth via strategic development & partnership Drawing from over 35 years’ experience within financial management, executive leadership, and financial technology to guide and shape profitable and growing corporate narratives. Driving progress and expanding markets within crypto-currency and the Metaverse to explore new and innovative business opportunities. Bringing to the table a broad skill set in financial management and business development within the technology sector, and bridging gaps through consultative approaches. KEY STRENGTHS

- SaaS

- Crypto Currency Markets

- Metaverse

- Financial Consulting

- Business Development

- Strategic Growth

- Complex Security Sales

- Financial Technology

- Consultative Sales

- Thought Leadership

- Mergers & Acquisitions

- Business Partnerships

PROFESSIONAL HISTORY

PRESIDENT, BUSINESS DEVELOPMENT Deskless Workers Bellevue, WA Jul 2018 – Current SCOPE: Created company built around an interactive and mobile based communications platform for content management employee feedback, and team management. Guide business growth and strategic development to expand market share via consultative sales and technology utilization.

SELECTED CONTRIBUTIONS:

Landed contract with Homestead Airforce reserve base enabling more effective data sharing between personnel on and off base through software installed on cellphone. Success of which paved the way for future government contracts.

Worked with the Air Force Resiliency center to add a “Red Button” feature aimed at reducing the negative impact on personnel seeking mental support, credited with saving a service man’s life by using this product.

Currently working with other military branches to identify new business opportunities and develop components to expand platform capabilities.

Built large business model for road construction client enhancing safety, performance, project management, communication, and reporting.

Landed contract with National Global Evangelist with 1M+ followers, to reach and communicate with his followers, get feedback, and build a 24/7 communications platform. PRESIDENT, BUSINESS DEVELOPMENT Kodak Winning Fotos Bellevue, WA Jun 2016 – Jul 2018 SCOPE: Formed a partnership with Microsoft to build an AI that recognizes data in photographs. Held photographic competitions and used the AI to screen 100K submissions to select the best 50 for presentation to live judges. SELECTED CONTRIBUTIONS:

While building this program a support program for communication was established to facilitate communication and collaboration between team members. This program served as the catalyst for the establishment of a new company. EXECUTIVE VICE PRESIDENT Summit Family Office Services Bellevue, WA Dec 2014 – Current SCOPE: Founded financial advisory firm, including licensing and registration of company focused on non-correlated fixed income investing for individual and corporate clients. RESULTS SUMMARY:

Partner with clients to deliver a

frontline employee

management solution that can

be adapted for wide ranging

use cases across industries.

MICHAEL HERR Page 2-425-***-**** adv46u@r.postjobfree.com SENIOR CONSULTANT Broad River Asset Management New York, NY Feb 2012 – Dec 2014 SCOPE: Consulted and advised clients and account holders of this New York based firm dealing primarily in non-correlated fixed income investing. Worked with clients in life settlement and brought in customers for tax lien settlement portfolios. SENIOR CONSULTANT, BUSINESS DEVELOPMENT Portfolio Strategies, Inc. Tacoma, WA Aug 2010 – Dec 2014 SCOPE: Shaped and defined development strategies of this Tacoma based SEC registered investment advisor firm with assets exceeding $500M. Designed and implemented sales mechanisms to drive bottom line growth. SELECTED CONTRIBUTIONS:

Sold seminars focused on developing high performing tactical investment advisors, including developing messaging and communications to convey value and gain buy in.

Assisted in finding a buyer for the company, leading to successful sale to Purcell Advisory Services for $2M. MANAGING DIRECTOR OF BUSINESS DEVELOPMENT Microvision Redmond, WA Apr 2007 – Aug 2010 SCOPE: Guided strategic growth as head of Business development for public technology company that built small laser-based projector to be utilized in cell phones and laptops. Led strategic growth and development for the sale and marketing of the product globally. Identified business partners for support and implementation of new products and display technology. SELECTED CONTRIBUTIONS:

Introduced company to Dell and HP, introducing strategies on computer implementations and integrations.

Established relationships with European corporations and worked with distributors in Spain to satisfy orders from Orange, Telefonica and other telephone companies, as well as with retail distributors in Germany, Spain, and Switzerland (Logitech).

SENIOR VICE PRESIDENT Smith Barney Bellevue, WA Jan 1987 – Jan 1999 SCOPE: Brought onto the second largest financial service company in the world behind Merrill Lynch to represent company in asset management for clients ranging from Individual investors to mid-sized businesses, as well as large corporate, non- profit and family foundations, building and managing portfolio accounts valued at over $5M. Defined and managed segment coverage areas across Canada and targeted key individuals to establish distribution platform. Played critical role in creating, sustaining, and propelling program to teach and develop stock brokers in consultative selling. SELECTED CONTRIBUTIONS:

Sold and managed account Royal Bank of Canada (RBC), building fee-based investment consultancy, generating

$700M in fees annually.

Created largest third-party marketing account in Canada, producing $$30M+ annually.

Established and headed stock broker training program for consultative selling approaches, developing 15K Royal Bank of Canada brokers and 140 Smith Barney brokers.

Ranked #17 out 5,000 brokers worldwide with Smith Barney. MANAGING DIRECTOR Palladium Capital Advisors Jan 2005 – Apr 2007 DIRECTOR Forward Management Jan 2004 – Sep 2005 MANAGING DIRECTOR Convergent Technology Capital, LLC Jan 2000 – Jan 2003 SENIOR VICE PRESIDENT A.G. Edwards 1983 – 1985 VICE PRESIDENT Foster & Marshall 1979 – 1982

LICENSING & CERTIFICATIONS

Securities licenses Federal Registered Investment Advisor since 1980 Insurance License since 1980 BOARD MEMBERSHIPS

Seattle Symphony Eastside Catholic High School