Jonathan D. Shapiro - CEO, Founder of Momentum Capital Investments

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Strategic executive with 25 years’ experience in operations, customer service, and business development.  Solid track record of success with focus on improving and growing companies.  Enthusiastic, hands-on leader with strong interpersonal and communication skills.  Goal to foster a creative and interactive culture at each business.  Detail-oriented and highly organized with analytical approach and continuous improvement philosophy.

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Experience:

• Operations:​

  • Built regional leading design and build landscape and pool construction company across San Diego and Orange Counties

  • Built regional leading commercial and residential pool service company across San Diego and Orange Counties

  • Built and led 10+ companies across investment, software, service, and consumer products industries

  • Strong focus on platinum-level customer service and efficient and effective business development

  • Co-Founder, President, CFO of thriving global mobile software firm

  • 5+ years operating multi-state landscaping service firm

  • CFO of several software firms

  • Co-founded several businesses

  • Built and led many teams up to 50 with focus on culture, training, productivity with ‘owner’ mentality

• Private Equity:10+ years as Operating Partner at highly successful family office multi-fund private equity firm

• Venture Capital: Manager of seed and venture fund

• Investment Banking: UBS Investment Bank in London and New York

• Board: Served on numerous corporate boards as active member and usually as Audit Chair and Treasurer

• Transaction Experience: Executed 100+ transactions

  • Raising capital ($1M-$9B)

  • Buying and selling businesses ($5M-$18B)

  • Underwrote 40+ fixed income products ($3M-$50M)

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Education:

• Dual MBA degrees. Sponsored by UBS Investment Bank

  • Columbia Business School

  • London Business School

• MS in Accounting. Lubin Business School at Pace University

• BS in Computer Science. Rutgers University: Magna Cum Laude, Phi Beta Kappa.  Graduated in 3 years

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Licenses (CLSB) 1033262:

• C-27 - Landscape Construction

• C-53 - Pool Construction

• C-61 / D35 - Pool & Spa Maintenance

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Certifications:

• CPA 

• CFA 

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Awards:

• 2017 CFO of the Year Finalist for San Diego 

• 2017, 2016 List of Best Companies to Work in US 

• 2017, 2016 List of Best Companies to Work in San Diego 

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Enjoy hiking (Everest Base Camp, Machu Pichu), triathlons (70.3 and Olympic), and marathons (Philly, NYC), voracious reader, golf, and self-improvement

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Traveled to 40+ countries; Worked in Europe for several years

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Married with wonderful wife, amazing son, two daughters, and energetic golden-doodle