Steve Kuzmic
Finance graduate from Leavey School of Business, Santa Clara University, currently working as Director of Sales at Bohème Wines, Occidental, CA.
| Headline: | Entrepreneur |
| Skills: | Business, Sales |
| Interested in: | Brainstorming, Finding business partners, Finding cofounders, Finding team mates, Meeting new people, Professional opportunities, Promoting my startups, Recruiting for my startup |
| Schools: | Santa Clara University |
WORK EXPERIENCE
| Employer: | Bohème Wines, Occidental, CA |
| Position: | Director of Sales |
| Time period: | October 2008 - Present |
| Description: | • Report directly to Kurt Beitler, owner, vintner, and winemaker.
• Drive sales of this boutique wine throughout California and explore additional market opportunities. • Focus on presenting exclusively to premium restaurants, retail stores, and private collectors. • Execute timely follow-up after tasting appointments to close sales. • Schedule days of multiple meetings for Kurt to attend as he is available to promote brand awareness. • Create offerings for the mailing list such as limited edition large-format bottlings, and vertical releases. |
| Employer: | Lippert / Heilshorn & Associates, Inc., San Francisco, CA |
| Position: | Senior Account Executive |
| Time period: | June 2006 - February 2007 |
| Description: | • Daily interaction with senior executives regarding investor communication.
• Write and publish press releases, earnings call scripts, and prepare management for potential questions. • Manage earnings conference calls and conduct feedback with buy side and sell side participants. • Schedule road shows for executive management to meet existing and potential shareholders. • Update all investor relations collateral. |
| Employer: | Ashton Partners, San Francisco, CA |
| Position: | Analyst |
| Time period: | June 2004 - June 2006 |
| Description: | • Proprietary deliverables included: Perception Studies involving in-depth conversations with buy side portfolio managers and analysts, quantitative and qualitative Investment Peer Analysis, investor dossiers for client road shows, and Quarterly Shareholder Reports summarizing trends in the client’s shareholder base.
• Updated financial models with latest analyst ratings, key metrics, and quarterly macroeconomic data. • Maintained current buy side target lists for pre-qualifying investor meetings. • Monitored shareholder base including latest block trades, top 50 holdings and investor sentiment. |
| Employer: | Foothill Securities, Inc., Mountain View, CA |
| Position: | Product and Registration Manager |
| Time period: | March 2003 - May 2004 |
| Description: | • Performed due diligence on prospective specialized investments. Updated FilePro, a UNIX program, with comments regarding details of each investment product.
• Facilitated all state broker and insurance licensing and exam and jurisdiction registration needs for 130 registered representatives using the NASD Web-CRD program. • Assisted CFO in NASD and SEC compliance requirements, such as anti money-laundering procedures, mutual fund breakpoint assessments, and investment advisory accounts. • Acted as liaison between Pershing, LLC clearing firm and Foothill brokers during initial transfer into new online system. Managed client account paperwork and account activity such as securities transactions, liquidations, annuity and bond orders. |
| Employer: | The NASDAQ Stock Market, Menlo Park, CA |
| Position: | Associate for West Coast Technology |
| Time period: | February 2001 - January 2003 |
| Description: | • Promoted from Junior Research Analyst to Associate 09/01.
• Analyzed company trading characteristics and recommend sales and retention strategies through peer analysis. • Collaborated with marketing to create pitch books for IPO prospects and NYSE-listed switch candidates. • Participated regularly in conferences with New York headquarters, NASDAQ-listed company executives and senior members of the securities industry discussing current market issues. |
EDUCATION
| University: | Santa Clara University |
| Degree: | Commerce, Finance Major, BSc |
