DAVID ANTHONY LEE
North Bergen,NJ
Summary
Strategic-thinking individual experienced in driving growth in low or under-performing organizations into top revenue producers. Possessing commercial knowledge that is strongly utilized for investments in new ideas, business development, and technology implementation.
Offering an engaging personality with expertise in improving customer relationships. Focused on increasing stakeholder value by carefully understanding available resources, including financial and human capital.
Overview
15
15
years of professional experience
Work History
Executive Director
Machine Capital Limited
01.2020 - Current
- Oversee and Manage all subsidiary businesses
- Lead a 12-person team in key areas of marketing and finance and operations
- Established and manage relationships with key partners, suppliers, and customers
- Develop plans that allow organic growth and geographic expansion within each business segment
- Implement systems that allow more efficient internal and external communication across all units
- Create budgets for medium to long-term objectives and handle day-to-day cash flow which meet short-term needs
Director
Jamaica Mortgage Bank Limited
12.2020 - 12.2022
- Member of the Board of Directors and serving as the Chairman of the Risk and Finance Committee, as well as Chairman of the Audit Committee
- The Bank is operated by a General Manager who reports to the Board and its various committees.
Chief Commercial Officer
Amber Group Limited
10.2018 - 12.2019
- Responsible for commercial strategy and revenue development within organization
- Combined technical knowledge of business with strong marketing and sales, as well as product development and customer service, to increase market share
- Generated new leads and managed company's global sales and business development team and manage key relationships with partners in Jamaica, Trinidad, Guyana, USA, Canada, Ghana, and Mexico
- Product lead for Amber Fuels, an exclusive partnership with Texaco in the region for cashless, cardless payment solutions for petrol stations.
Chief Executive Officer
Mundo Finance Limited
12.2016 - 10.2018
- Recruited to lead and build startup in alternative credit
- Spearheaded all aspects of business including naming, logo, brand positioning, and product categories
- Deployed initial start-up capital of US$1m to establish and scale business to break-even cash flow within twelve months
- Recruited and trained anine-member team within 12 months
- Evaluated Loan Management Software providers and implemented core operating systems
- Formed asubsidiary focused primarily on leasing financing and negotiated additional financing terms with bankers to fund credit investments.
Private Equity Manager
GK Capital Management Limited
04.2015 - 12.2016
- Recruited for small team to establish new start-up financial entity under the GraceKennedy umbrella
- Primarily responsible for business development activities and managed deal flow process
- Identified and analyzed opportunities, conducted due diligence, recommended structure and negotiated terms of investment
- Delivered a100% increase in loan portfolio credit opportunities of approximately US$4mm
- Secured a mandate for IPO of Indies Pharmaceuticals to raise US$2m in equity capital on Jamaica Junior Stock
- Developed and implemented Trade Financing credit terms
- Member of Steering Committee that developed micro-lending business
Category Manager
JP Tropical Foods Limited
07.2013 - 07.2014
- Had direct responsibility for driving category sales in excess of US$2,000,000
- Developed product planning and execution of strategic product marketing plans
- Gathered and prioritized product and customer requirements, defining product vision and working closely with distributors
- Sourcing and procurement to ensure customer satisfaction goals were met in all markets of operation, including North America and Caribbean market centers
- Managed all Distributor relationships for optimal market penetration across theisland of Jamaica
- Negotiated with a distribution partner in Florida that got products listed in Walmart and other major grocery chains
- Implemented new relationships with partners in Cayman, Bahamas, Antigua, Barbados, and Canada that created new export income
Managing Director
Bellina Jamaica Limited
10.2008 - 07.2014
- Founded the company that acquired two existing product brands operating in Jamaica for over twenty years
- Successfully negotiated the acquisition of the two companies operating in the manufacturing industry serving local and regional tourism markets
- Effectively merged both operations including manufacturing, marketing, wholesale sales and distribution and combined product lines and customer base to increase revenue
- Efficiently managed administrative/financial/accounting functions, purchasing, inventory control, and product/service supplier relation
- Established and managed over 50 wholesale customers in local and regional markets
Investment Advisor
Mayberry Investments Limited
10.2012 - 07.2013
- Provided advice to corporate and retail clients who authorized either full or partial, discretionary management of funds invested in excess of US$5,000,000
- Built client-specific portfolios based on time horizon, risk tolerance, and expected rate of return
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions
- Contacted and lined up fellow investors to enable successful IPOs
- Surpassed all targets established for asset management products and services
Education
Certificate - Mergers And Acquisitions
New York Institute of Finance
New York, NY08.2016
Certificate - Real Estate Investments
New York University
New York, NY06.2008
BBA - Entrepreneurial And Small Business Management
City University of New York – Baruch College
New York, NY06.2004
Skills
- Business Development
- Hiring and Retention
- Board Reporting
- Negotiation
- People Management
- Corporate Finance
- Budgetary Controls
Affiliations
- Finance Committee Member - National Education Trust (Jamaica)
- Board Member - ISP Finance Services Limited (Jamaica)
- Past President - Rotary Club of Ocho Rios East (Jamaica)
Timeline
Director
Jamaica Mortgage Bank Limited
12.2020 - 12.2022
Executive Director
Machine Capital Limited
01.2020 - Current
Chief Commercial Officer
Amber Group Limited
10.2018 - 12.2019
Chief Executive Officer
Mundo Finance Limited
12.2016 - 10.2018
Private Equity Manager
GK Capital Management Limited
04.2015 - 12.2016
Category Manager
JP Tropical Foods Limited
07.2013 - 07.2014
Investment Advisor
Mayberry Investments Limited
10.2012 - 07.2013
Managing Director
Bellina Jamaica Limited
10.2008 - 07.2014
Certificate - Mergers And Acquisitions
New York Institute of Finance
Certificate - Real Estate Investments
New York University
BBA - Entrepreneurial And Small Business Management
City University of New York – Baruch College
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