Sam Weiser

About Sam Weiser

C-Suite (CEO,COO,CFO) passionate business leader & growth strategist with experience in public, PE backed, high growth, and founder run companies. Managed P&L up to $130 million. Led global organizations of 300+ employees. Blends 30+ years operational leadership with strong expertise in strategic planning, general management, finance, administration, partnership & new business development. Raised $100+ million in equity and secured $250+ million in credit facilities. CPA. Builds financial systems, teams, and operations to scale for growth. Strong expertise empowering teams to implement initiatives that increase revenues, reduce costs, expand/optimize operations, and bolster company value. Profit Focus. Growth Mindset. My experience, both functionally (CEO/CFO/COO) and industry-wide is diverse. Chairman/CEO/CFO of Premier Exhibitions, Ex-Ernst & Young Partner, CFO for start-up asset management firm, Interim CEO/CFO roles, Fractional CFO. • Recruited by public, global museum-quality exhibitions company to revitalize (9 years of losses)$40MM revenue, 300 employee business. Returned company to profitability in my 1st year. Acquired primary competitor. • As an E&Y partner, led the initiative to build out a national investment advisory practice targeting HNW tax clients. Practice grew to more than $100M in 3 years. • Raised $75M for a start-up asset management firm, Sellers Capital, guiding asset growth from $50-300M. Created operating infrastructure. • At Citigroup, built prime brokerage group consulting practice to advise trading clients on operational and risk issues critical for attracting new clients. Former Chair of Managed Funds Association (global alternative asset management trade association. Where I add value: • Operational Excellence - Driving financial and operational excellence, establishing metrics, process, and controls for regular assessment and improvement • Turnaround and Process Improvement for Underperforming Businesses • Leadership – Building and mentoring world class teams • M&A/ Divestitures - Experience integrating and divesting businesses and operating divisions • Strategic Enabler – Creating inspiring strategy and vision - Building consensus - Emphasizing accountability Leadership – Leads with passion, strong ethics and business values. Listens first, develops a strategy and communicates a clear vision. Empowers and sets high expectations. My guiding philosophy is “Own it, but own it together.”

Experience

1. Co-founder and Chief Financial Officer

   Altsmark

   Jan 2021 — Present · Manchester, VT, US

   ALTSMARK is a fully integrated SaaS solution that eliminates the inefficiencies of Private Capital Markets management and reporting, for investors, wealth advisors, Private Bank & Trust Companies. Visit us online at

Education

• Colby College

  Bachelor of Arts (BA) Economics

• The George Washington University School of Business

  Master of Science (MS) Accounting

Skills

• Analytical Skills
• Investment Advisory
• Investment Strategies
• Restructuring
• Financial Services
• Due Diligence
• Mergers & Acquisitions
• Venture Capital
• Hedge Funds
• Private Equity
• Financial Markets
• Consulting
• Capital Markets
• Strategic Planning
• Start-Ups
• Securities
• Investment Management
• Risk Management
• Portfolio Management
• Financial Analysis
• Financial Modeling
• Investments
• Business Development
• Trading
• Asset Management
• Management
• Mergers
• Corporate Finance
• Strategy
• Mutual Funds
• Investment Banking
• Corporate Development
• Alternative Investments
• Asset Allocation
• Corporate Governance
• Business Strategy
• Finance
• Mergers
• Investor Relations
• Funding