Michael Weinberg

Assist local State Senator with policy and constituent issues and occasionally surrogate speaking for the Senator. Attend meetings with groups, offer advice, and recommend changes in state laws.

Independent consultant and broker of debt finance and merchant services. Assists business in accessing debt capital to grow their businesses. We have developed sources to finance equipment, building, account receivables and most business assets. Have developed sources of funds for construction projects for real estate and manufacturing operations. Assists companies with the development of their proformas and technology plans.

Oversee sales and marketing, accounting and finance. Expand companies offerings to include co-packing, and wholesale and retail distribution of single use hand sanitizer. Oversee business operations, websites, manage all accounting, finance and tax issues. Assist in the business issues and development of all of the various revenue streams in both the music and packing machine sides of the business. Successfully raised over $500,000 of capital, streamlined accounting practices, reduced… Show more

Oversee sales and marketing, accounting and finance. Expand companies offerings to include co-packing, and wholesale and retail distribution of single use hand sanitizer. Oversee business operations, websites, manage all accounting, finance and tax issues. Assist in the business issues and development of all of the various revenue streams in both the music and packing machine sides of the business. Successfully raised over $500,000 of capital, streamlined accounting practices, reduced operational costs and developed new marketing and sales partnerships. Show less

 Independent finder of companies interested in selling off a division or their entire company
 Gather needed information to provide bid for purchase, review financials and other pertinent data
 Present proposal and help Baytree find acceptable bid

 Found , organized and arranged the purchase the existing agency
 Lead the agency’s operations from sales and placement to financial management
 Setup a state of the art automation system that is allowing agency to write business in 20 states
 Sold agency end of 2008

 Began a Startup division to sell insurance to small businesses over the internet.
 Investigated and led development of a business plan to create a market leading e-commerce insurance brokerage
 Built strategic partnerships with Insurance and technology leaders to build a full fledged e-commerce company from the ground up
 Developed contacts and relationships to finance the startup
 Developed a strong understanding of the technology available to change the how business is… Show more

 Began a Startup division to sell insurance to small businesses over the internet.
 Investigated and led development of a business plan to create a market leading e-commerce insurance brokerage
 Built strategic partnerships with Insurance and technology leaders to build a full fledged e-commerce company from the ground up
 Developed contacts and relationships to finance the startup
 Developed a strong understanding of the technology available to change the how business is conducted

Chief Operating Officer and Partner, Westchester Division 1992 – June 1999
 Oversaw all aspects of autonomous division of over $20,000,000 in premium
 Turned around failing agencies which were acquired, unifying the agencies
 Decreased staff, while increasing customer service and account retention
 Division led the company in the use of new technology and software
 Developed and implemented annual budgets with consistent profitability
 Negotiated insurance company contracts for the agency, improving the agency’s profitability
 Negotiated the policy terms and conditions for our largest clients and assisted with the sale of the insurance programs to those clients
 Analyzed new merger and acquisition candidates, developed proformas, worked on due diligence teams to choose agencies to purchase
 Lead cross divisional workflow development teams to streamline the workflows in anticipation of a new agency management system
 Assisted in sale of large corporate accounts
 Developed NIA Group’ s Web presence and development of their e-commerce strategy –Won an award from the national agents association for design and functionality of the web site
 Shared leadership of team to develop NIA’s overall automation strategy to determine which systems and software applications to implement to replace the legacy software used throughout the organization Show less