Summary
Overview
Work History
Education
Skills
Timeline
AssistantManager

DAVID BENNETT

Senior Manager
Covina,CA

Summary

Senior Executive Managing Director Dynamic, results oriented leader with a strong track record in start-up and high-paced organizations. A consummate professional with a clear sense of purpose and urgency during periods of both growth and increased competition. Skilled at establishing internal/operational excellence within diverse environments, translating conceptual models into specific growth strategies, capable of resolving multiple and complex (sales, human resources, financial, legal operational) issues and motivating staff to peak performance. Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs and transforming customer service standards. Experienced in leading and supervising operational and sales teams. Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.

Overview

34
34
years of professional experience

Work History

Founder/Managing Director

Laguna Partners, LLC
03.2004 - 01.2021
  • Served as Chairman of the Board and majority shareholder of a privately held medical device company located in Silicon Valley
  • Conducted due diligence on numerous investment opportunities
  • Drafted business plans and Private Placement Memorandums across a variety of industries
  • Established organizational mission statement through extensive collaboration and review.
  • Secured sufficient funds to cover business obligations by tracking expenses and budgeting accurately.
  • Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.

Chief Executive Officer/Founder

WomensWallStreet.com
01.2000 - 03.2006
  • Director of the world’s premier women’s financial Web site which has been featured in numerous national publications, including USA Today, Barron’s, Woman’s Day and Kiplinger.com
  • Raised in excess of $12 million of private equity from Investors
  • Negotiated strategic partnerships with Microsoft, IBM, Avaya and Investors Business Daily

CEO & President

Cornerstone Equity Group
01.1997 - 01.1999
  • Provided investment advice for high net worth individuals and institutions
  • Generated new business through in-person presentations, seminars and referrals (client & third party)
  • Represented and sold two manufacturing companies to Heritage Partners (a private equity firm out of Boston) at a 70% premium to initial third party valuation
  • Hosted a financial Talk Radio Show

VP

Oppenheimer, Lehman Brothers
08.1986 - 12.1996
  • Client Group
  • Provided investment advice for high net worth individuals and corporate clients
  • Developed a High-Yield Bond Substitute Portfolio for corporate accounts using Investment Grade preferred stocks
  • Formulated and executed strategic initiatives to improve product offerings.
  • Monitored industry trends, keeping current on latest changes and competition in industry.

Education

Bachelor of Science - Marketing

University of Alabama
Tuscaloosa, AL

Skills

  • Corporate Vision & Planning
  • Sales Force Development
  • Raising Capital
  • Strategic Partnerships
  • Mergers & Acquisitions
  • Investor & Media Relations
  • Due Diligence
  • Market & Competitive Analysis
  • Contract/Price Negotiation
  • P & L Accountability
  • Relationship Building
  • Sales Management
  • Recruitment and hiring
  • Business Planning
  • Revenue Generation
  • Investor Relations
  • Advertising Initiatives
  • Executive Leadership
  • Strategic Partnership
  • Results Orientation
  • Strategic Planning
  • Employee Motivation and Performance
  • Analytical and Critical Thinker
  • Effective Communicator and Public Speaker

Timeline

Founder/Managing Director

Laguna Partners, LLC
03.2004 - 01.2021

Chief Executive Officer/Founder

WomensWallStreet.com
01.2000 - 03.2006

CEO & President

Cornerstone Equity Group
01.1997 - 01.1999

VP

Oppenheimer, Lehman Brothers
08.1986 - 12.1996

Bachelor of Science - Marketing

University of Alabama
DAVID BENNETTSenior Manager