Paul Seizert

Paul Seizert

Partner @ Heron Bay Capital Management

About

Heron Bay Capital Management, LLC (HBCM) is an employee-owned investment management boutique serving individual investors, family offices, institutions, and other wealth advisors. As an Independent Registered Investment Advisor (RIA), HBCM builds curated portfolios for clients using a defined investment philosophy and rigorous research process. As a fee-based fiduciary, HBCM is aligned with clients for long-term growth and preservation of capital. Learn more at www.heronbaycap.com.

Country

United States

City

Bloomfield Hills

Industry

Investment Management

Skill

Salesforce.com, Entrepreneurship, Competitive Analysis, Management, Business Strategy, Contract Negotiation, SaaS, Sales, Marketing Strategy, Analysis, Customer Retention, Outside Sales, CRM, Sales Process, Negotiation, Sales Operations, Strategic Partnerships, Client Acquisition, Client Retention, Command

Experience

Heron Bay Capital Management

Partner

Heron Bay Capital Management

LinkedIn
2019-11 - Present · 6 yrs 11 mos

Bloomfield Hills, MI

Seizert Capital Partners

Director Of Client Relations

Seizert Capital Partners

LinkedIn
2014-6 - 2019-11 · 5 yrs 6 mos

Greater Detroit Area

- Sales - Client relationship management - Investment analysis Seizert Capital embraces a value investing philosophy to discover misunderstood or neglected stocks whose prices do not reflect underlying value. The investment team utilizes a bottom-up investment process to create concentrated portfolios across the market capitalization spectrum. The team is benchmark agnostic and generate out of consensus opinions about holdings within the portfolios. A Director of Client Relations seeks to educated research teams at institutional consulting firms and advisory firms about the investment process of the firm while marketing to consultants and allocators.

Dingman - Lamone Center for Entrepreneurship

Investment Associate

Dingman - Lamone Center for Entrepreneurship

LinkedIn
2013-8 - 2014-6 · 11 mos

College Park, Maryland

Assist in managing the daily operations, deal flow, and growth of the Dingman Center Angels, an investor network connecting regional start-ups seeking seed and early-stage funding with accredited angel investors. The group is comprised of approximately 50 members and targets companies looking to raise between $150K - $4MM in financing. The Dingman Center Angels is ranked as one of the most active angel investing groups in the country by Angel Resource Institute, Silicon Valley Bank and CB Insights.

Uniqum Capital

Marketing Associate

Uniqum Capital

LinkedIn
2013-5 - 2014-1 · 9 mos

Bethesda, Maryland

Founded in 2004, Monsoon Capital is a minority owned alternative asset manager focused on emerging markets, primarily Asia and India. The firm manages absolute return and real estate investment strategies. As a Marketing Associate, my role was to oversee a variety of internal projects and external marketing initiatives relating to the strategic growth of the company.

Avectra is Now Abila

Sales Manager

Avectra is Now Abila

LinkedIn
2011-6 - 2012-6 · 1 yr 1 mo

McLean, VA

As a Sales Manager at Avectra, my efforts support the growth of Avectra's netFORUM Social CRM platform for REALTOR associations across the United States. I work closely with marketing, research and development, implementation, and support departments to maximize the experience of Social CRM clients. The "socialization"​ of society represents a fundamental shift in the way associations interact with their members. The member has changed, their expectations have changed, how they consume data, who they trust, how they communicate...have all changed. Avectra Social CRM acknowledges this shift and provides the only member engagement platform with the essential tools organizations need to fully demonstrate the intrinsic value of their membership and to articulate why their continued membership is not only valuable to them, but essential. Avectra Social CRM suite delivers a clearer view of the member's level of engagement with their organization, allowing association to identify and foster the members who are invested in the future of the association.

Avectra is Now Abila

Account Executive

Avectra is Now Abila

LinkedIn
2008-12 - 2011-6 · 2 yrs 7 mos

Avectra is the leading provider of Social CRM and Association Management Software, delivering the next generation of solutions On-Demand. Member based organizations use our suite of tools to help them streamline their core processes, reducing administrative costs, increasing member retention rates, and growing non dues revenue.

Callahan & Associates, Inc.

Software Sales

Callahan & Associates, Inc.

LinkedIn
2006-6 - 2008-12 · 2 yrs 7 mos

Sold, implemented, and supported 4 software tools designed to help credit unions with internal reporting capabilities.

Education

University of Maryland - Robert H. Smith School of Business

University of Maryland - Robert H. Smith School of Business

LinkedIn

Finance, General

2012 - 2014 · 2 yrs

Experiential Learning: - Associate, New Markets Venture Partners New Markets Venture Partners is an early and growth stage venture capital firm that invests in and actively assists innovative education, information technology and business services companies. NMVP is one of the leading education technology-focused venture firms in the US. - Venture Practicum Consultant, Contactually Six month consulting project focused on industry analysis and vertical market sales strategy for a tech start-up in Washington, DC. Case Competitions: - Venture Capital Investment Competition - December 2012 - Leadership Under Fire - February 2013 - Deloitte Case Competition - March 2013

University of New Hampshire

University of New Hampshire

LinkedIn

Business Administration/Finance

2001 - 2005 · 4 yrs

Paul Seizert's Contact Information

Email

******@***.com

Phone

(**) *** ****

Find the Right Leads
Find Verified Contact Data

Try with: Jensen Huang @ nvidia.com Click to autofill
LeadContact awards, five-star ratings, and GDPR compliance badges

What LeadContact does well

Find verified emails, phone numbers, and decision-makers with 98% accuracy.

Find Leads

Find Leads

Find the right people by company, role, industry, location, and more.

925M+ professional profiles

Find Leads
Find Emails

Find Emails

Access verified email addresses for your target contacts.

657M+ emails

Find Emails
Find Phone Numbers

Find Phone Numbers

Get cross-validated phone data from multiple top sources.

239M+ phone numbers

Find Phone Numbers

More Accurate. Lower Cost.

Find contact data in 1 tool with 98% accuracy

LeadContact integrates leading enrichment tools to deliver more accurate contact data—without paying for each one.

LeadContact Logo
Competitor Tools

All these = $289 per month

Great conversations start with the right contact.

It’s time to find yours.