Asset Management Venture Capital

RICHARD TRISKA

**** ****** ******

Austin, TX ***01

Mobile: 512-***-****

e-mail: ********-***@***.***

LinkedIn: https://www.linkedin.com/in/richard-triska-768873252/ EXPERIENCE

LASATA CONCORDE CORPORATION Austin, TX

CEO & Chairman of the Board: C-Suite & M&A Advisory / Various January 2001 – Present Available immediately. Can relocate anywhere. Fluent in English, some French and Spanish. Taking Python Course in Artificial Intelligence (AI) through HarvardX, to stay current. C – Suite Advisory

Advised corporations, as a C – Suite Advisor: CEO, COO and Finance roles. Public and Private. Firms have ranged from technology, medical technology, business services to energy and others.

$10MM Revenues – $2BB Revenues; $2.5MM EBITDA – $250MM EBITDA. Co-Head alternative finance team of professionals for a $1 billion + asset insurance business. Mandate includes improving profitability through financial strategy, enhanced analytics, and operational retooling Initial Public Offerings (IPO).

Chief Operating Office (“COO”) of an integrated software company for 5-years, helped grow revenues from zero to over US$50M. Was sold.

Co-Head alternative asset team and manager of professionals for a $2+ billion + asset investment portfolio in a insurance company.

• Leadership includes oversight and development of teams in finance (taxation, accounting, audit and risk management) legal, internal reorganizations, mergers and acquisitions, capital and other projects, family office administration, strategic planning, FP&A, operations and shareholder wealth enhancements.

• Key strengths include. Strong dedication to goals, ethics, culture and mission of the organization and its people. Trustworthiness in managing complex, confidential and highly visible issues. Confidence in decision making and implementation, after evaluating situations for a micro/macro perspective. Active development of optimistic, highly motivated, skilled teams and departments.

• Pivotal in securing up to $250 million investment and multiple rounds of up to 8 figure investments from key client by analyzing and explaining investment strategy, by building a rapport with client CEO, COO, CFO and/or Treasurer and answered technical questions on the financial and tax complexities.

• Restructured treasury operations to achieve a project ROI of 150% by instituting systems to collect revenues on a timely basis.

• Actively deployed FP&A, as well as Strategic Planning, to monitor corporate health and provide solutions for management

• Managed team of finance and technology professionals to build business intelligence analytical platform. Staff blended unstructured data for democratized reporting and dashboards surrounding product development, sales, & profitability for scalability of users in excess of 500.

• Teamed with business stakeholders to modify risk policy and systems to enable the successful implementation of my proposed strategies.

• Oversaw recruiting efforts of finance, accounting, and STEM candidates for in the, that included teams outside of day-to-day functional oversight. Improved conversion rate of by a multiple amount.

• Built models to forecast the growth of businesses

• Created and designed from the beginning, CIMs for client use, utilizing my expertise in research, modeling and structuring for deal marketing purposes. Corporate Transactions.

2

Private Placements et al., directly involved and worked with Investment Banking Firms from A to Z in a transaction. Worked as a Consultant to Investment Banking Firms, Private Equity and Venture Capital Firms. Persistent ability for keeping a deal on track. Public Initial Public Offerings (IPO) and Private Equity Transactions. Firms have ranged from technology, medical technology, business services to energy and others. $10MM Revenues – $2BB Revenues; $2.5MM EBITDA – $250MM EBITDA HARRIS WEBB & GARRISON (Now known as Sanders Morris Harris LLC) Houston, TX Managing Director 1995 – 2001

• Participated in Public IPOs, directly involved for clients, as mandated by the Investment Bank, over billion dollars.

• Supervised Financial Planning and Analysis (FP&A). Among others, Texas based HVAC client, performed their FP&A as well as Strategic Planning over a long period of time, for this publicly-traded client. Utilized technical and fundamental analysis to develop a market view and create recommendations.

• Managed M&A deals, direct participation in the preparation, structure and negotiation of deals, as required to close

• Created and executed a strategy to manage M&A options after merger; the strategy abided by tax rules and was executed in a timely and cost-efficient manner

• Project lead on Valuations, as needed by clients

• As the co-lead, provided corporate finance services to private and public companies, including raising funds from Private Equity and Venture Capital Firms. EDUCATION

UNIVERSITY OF HOUSTON Houston, TX

Master of Business Administration – Concentration in Finance and Economics UNIVERSITY OF TEXAS at Austin Austin, TX

Bachelor of Arts. Political Science and History

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