Strategy Expertise

Product Strategy AI Innovation Finance Partnerships International Private Equity

Corporate Strategy

As CEO of Convirza, we had a problem with alignment in 2016. I owned the entire strategic planning process with the support of my CFO and COO so I rebuilt the process. We started with a bottom-up approach to feed the executive team with data and opportunities first. Then we streamlined our objectives into just 3 strategic initiatives. All divisions built their own plan and budget to achieve those initiatives.

As a management consultant at Kearney, I led international consulting and client teams in strategy and market development amidst telecom deregulation.
- I created strategies and financial models for integrated broadband Internet, long-distance, and local telephony bundled products at the forefront of telecom and internet innovation.
- We often presented to c-level senior executive teams and board members. I learned the value of backup plans to ensure a successful meeting.

I have received extensive leadership and communication training
- - Stagen Leadership Institute - Full-Year coursework, retreats, workshops, and executive coaching. (stagen.com) Handango sponsored.
  - Insigniam Transformational Leadership - 18-month leadership program sponsored by Sony (insigniam.com)
  - Sony Sponsored Media Training - PR, Media & Crisis Management Program.

"Jason is a true leader who can clearly articulate vision and strategy throughout an organization. I had the opportunity to work internally at Sony Pictures on a project for Jason and was very impressed with his abilities . . . Jason is an All-Star"

Christopher Pitzak

Managing Director at UBS

Corporate Development

Convirza:
- - Created the First-to-Market strategy with an artificial intelligence product that automated natural language processing for an advertising feedback loop into marketing automation, content efficacy, and systems integration.
  - Hired BPOs to label and classify transcripts for training supervised NLP models. Worked closely with customers, sales, and engineering during public beta releases to capture product development feedback.
As Sony Pictures Digital VP, Directed the content roadmap of a 70-person studio for video, gaming, and imaging.

M&A (Mergers & Aquisitions)

As CEO at Convirza, negotiated a $9M acquisition of a competing business producing a 20% uptake in new services and doubling the profitability of the acquired business unit. I project-managed the acquisition including legal, HR, technical integration, customer data, billing, and communication.

As a management consultant with Kearney, I built the financial model for a 6-company merger of dark fiber networks to create a consolidated broadband network.

"Jason has an incredible ability to envision product strategy and share his vision throughout the organization. Jason is adaptable, receptive, and has a tremendous capability to motivate the organization toward shared outcomes."

Nissa Farley

Director of Product Management at CHG Healthcare

Innovation

As CEO at Convirza created the First-to-Market strategy with an artificial intelligence product that automated natural language processing for an advertising feedback loop into marketing automation, content efficacy, and systems integration.

As Handango VP, worked closely with the engineering team to create a mobile software app store with ISVs (Independent Software Vendors).

International Expansion

Negotiated profitable company acquisitions, secured multi-million-dollar channel distribution alliances, established offices and global staff, and built systems for emerging business models.

Evaluated and then established European headquarters for Handango.

As a CEO at Convirza, Established 50-person BPO centers in India (tech support), the Philippines (customer support & call center QA), and Costa Rica (sales).

Competitive Analysis

As a management consultant at Kearney, I led a quantitative analysis of competition as part of the consulting team building pricing models for market entry into the Australian telecommunications industry.

As a member of the FP&A team at Marriott, I conducted a positioning study for rate tiers across brands.

Questions?

Contact jason@wellsmail.us to discuss further

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