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 | | Jan Klein | | Executive-in-Residence |
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Research & Education
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| Education |
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- EMBA (1987) , Cornell University, Ithaca, NY
- MBA (1976), Finance & Investment, George Washington University, Washington, DC
- BS (1972), Aerospace Engineering, Pennsylvania State University, State College, PA
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Experience & Service
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| Experience |
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Accomplishments/Skills
Financial:
Fund Raising ¡V build business/financial plan, identified investors, negotiated term sheets
- Supported the $13.5M in series B and C round for fables semi-conductor firm (2002-2003
- Raised approximately $1M in seed financing for a WiFi software company (2002)
- Completed $25M PIPE investment and $52M vendor financing for early stage technology firm (2000-2001
- Created entrepreneurial finance teaching program at Fairleigh Dickinson University (2001/2002+)
- Supported multiple initial and secondary public offerings as sell side analyst for Wall Street firm (1996-2000)
- Board advisor to numerous emerging growth companies seeking to access institutional financing
Controllership ¡V prepare operating budgets, maintain financial records, and audit results
- Developed budgets/accounting records and financial reports for private companies as interim/part-time CFO
- Established operating and financial controls for both start-up and large cap public firms
- Managed national revenue quotas, branch budgets and compensation program for a $14B division of a large telecom
- Routinely analyzed complex accounting records of financial filings by public firms as a Wall Street analyst
Investments and Investor Relations ¡V provide target prices and support investment recommendations
- Lead financial team in all phases of the AT&T $12.6B acquisition of McCaw Cellular (valuation/terms/closing)
- Evaluated numerous strategic acquisitions for public and private firms in telecom and eCommerce spac
- Valued and marketed ¡§buy-sell¡¨ recommendations for medium and large cap technology firms as a Wall Street Analy
- Hands-on experience in corporate and investor due diligence of operating, financial and business
Business Development:
- Created business plans and financial roadmaps for AT&T acquisitions in early 1990¡¦s and at divestitur
- Built business and financial plans that supported partnership initiatives between early stage firms and large cap domestic (i.e. HP, WFI) and foreign companies (i.e. Hyundai Electronics, Rafael)
- Established manufacturing, marketing and distribution agreements within the telecom industry
- Prepared, valued and/or reviewed hundreds of business plans for corporate and financial clients
- Significant rolodex with carriers, service providers, OEM¡¦s and enabling technology firms in high tech sectors
Marketing and Sales:
- Comprehensive sales carrier sales experience ¡V Account Executive, National Account ($5M)/Branch and Area Manager ($250M) and Sales Division corporate controller ($14B
- Managed $60M annual advertising budget for new product introductions, usage stimulation and competitive win backs
- Multiple marketing positions in sales planning, promotions and advertising in telecom and high tech segments
- Responsible for pricing hardware, software, professional services and service bureau offers in large and small cap firms
- Lead equity analyst at major Wall Street institution selling high technology and service provider stock recommendations
- Developed value propositions based on market research and economic analysis for multiple start-up firms
- Managed brand identity and product image programs for technology/telecom firms
Other:
- Founded, co-Founded, or advised on a number of early stage corporate formations (legal/accounting/regulatory)
- Frequent presenter at industry forums and analysts meetings
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| | Professional Service |
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Certifications:- CPA, New Jersey, Inactive
- Series 7
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