John West

About John West

C-LEVEL FINANCIAL SERVICES LEADER I am an accomplished executive business leader with 20+ years of proven experience within the financial services industry, including 10+ years holding Executive level decision-making authority for operations strategy and execution. Throughout my career, I have continually excelled when developing the near-term and long-range strategic plans of an organization. In addition to a strong ability to establish the vision and roadmap for emerging growth companies, I have played leading roles in multi-billion dollar mergers, acquisitions, and turnarounds. My most recent success can be seen as Chief Operating Officer with Cole Capital, where I oversaw Marketing, Operations, Strategic Planning, Events, Sales Strategy, and Analytics, with $5B in sales SELECTED CAREER HIGHLIGHTS Following a sales decrease from $10B to $3B during the great recession, I turned around business performance to achieve a $7B annual run rate. Led an executive team of 5 Senior Vice Presidents, as well as 60+ total reports across 5 separate departments. As SVP of Strategic Planning for Cole Capital, I personally wrote the company’s 5-year strategic plan. Oversaw the planning, development, and launch of a new product, resulting in $350M in new KEY AREAS OF FOCUS Chief Operating Officer Senior Operations Executive Financial Services Industry AREAS OF EXPERTISE Business Plan Development P&L Management Financial Compliance Executive Leadership Margin & EBITDA Focus Mergers & Acquisitions (M&A) Turnarounds & Restructures Strategic Planning & Execution Would you like to discuss how my experience as a Chief Executive could potentially benefit your organization? I’m always open to expanding my network and connecting with other top professionals. Please add me as a connection and contact me at: PHONE:(48••••••81 EMAIL: J••••••@gmail.com

Experience

1. Executive Vice President

   Foundations Investment Advisors, Llc

   Feb 2022 — Present · Phoenix, AZ

Education

• Thunderbird School of Global Management

  Master of Business Administration (MBA) , International Finance

• College of the Holy Cross

  Bachelor of Arts (BA), Political Science