David Castellini

Henderson, NV 89052 • linkedin.com/in/davidcastellini

(858) 344-2990 • 1dlc@cox.net

Chief Operating Officer

Chief Executive Officer / Chairman of the Board / Chief Operating Officer / Chief Marketing Officer
Corporate Vision / Strategy Development & Execution / P&L Ownership / Global Operations and Markets Leadership
Forward-looking and innovative corporate strategist and senior executive leader with career-long track record propelling
dramatic growth in mature and emerging markets across the globe. Drive robust employee engagement and cultivate
collaborative teams dedicated to exceeding the most ambitious business and financial goals. Lead from the front, inspiring and
motivating small, large and dispersed teams through authentic and objective management approach.
Vast multi-market/multi-industry experience spanning start-ups, established firms, restructuring & repositioning, turnaround,
mergers & acquisitions, and IPOs. Sharp financial acumen, skilled at managing P&L, increasing EBITDA, and driving
profitability in diverse economic climates. Tenacious negotiator, adept at structuring and closing high-stakes deals with key
clients, vendors, lending institutions, VCs, PEs, Governments and other strategic partners.
Core Competencies:
 Employee & Management Engagement  High YOY Revenue, EBITDA & ROI Growth
 Performance Optimization & Actualization in  Cost Controls & Asset Management &
Engineering Intense, Precise Technologies Operations/Manufacturing Excellence (TQM;
 Transformation & Change Management KPI’s; SIOP; SHE Ratings; Reliability;
 Proactive Risk Management & Mitigation Accountability; Plan-Do-Check-Act)
 Communication & Consensus Building  Capital Raising (VC, PE, LoC, Investments)
 High-stakes Negotiations & Deal Structuring

Professional Experience
Note Funding Center – Henderson, Nevada
Chairman and CEO (2002 to Current)
Lead specialty financial services company buying, selling, servicing, and appraising seller-owned financial asset instruments.
Leverage sharp financial acumen to evaluate potential real estate and business note/mortgage investment deals. Mentor and
train aspiring investors. Established company several years prior to transitioning to more dedicated role in 2002.
Key Achievement:
 Built business from the ground up, including creating initial business plan, establishing organizational structure and
procedures, and driving business development efforts to achieve and maintain consistently high profitability.

Horizen Systems – San Francisco, CA

Chairman / CEO / COO (2001 to 2002)
Oversaw successful company providing a world-class Human Capital Management software solution capable of integration with
almost all enterprise systems, including Oracle, SAP, IBM, Agilent, ADP, and others.
Personally recruited by the Board of Directors to steer major transformational initiative to reposition company as solutions
and services provider. Established and executed on corporate vision and strategy, identified optimal market positioning, and
recruited high-caliber staff. Led operations, engineering, sales, marketing, business development, professional services and
SaaS activities. Provided guidance and direction to team of five direct and 25 indirect reports.
Key Achievements:
 Raised $2M in venture capital, private equity, and institutional funding to provide a solid financial backbone.
 Captured a market-leading position, grew revenue from $1M to $5M in one year, and prepared and negotiated
lucrative company sale.

Formus Communications – Denver, CO and The Hague, Netherlands

CMO / Chief Strategy Officer / SVP (1999 to 2001)
Directed marketing, operations and strategy for this facilities based broadband fixed wireless communications, content, SaaS, and
local exchange provider serving commercial clients in Europe, New Zealand, and South America.
Steered distinct business operations in five countries with 1600 total employees and multiple spectrum licenses. Tasked by
Board of Directors with defining, designing, and implementing country-specific products and services, corporate strategy,
positioning, marketing, branding, licensing, sales, and M&A operations. Primary presenter at all Board meetings.

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Formus: Key Achievements:

 Devised innovative strategies, networked services and channels, and positioned company to lead interconnected
broadband access, managed services, and long-distance phone services in each country.
 Integral part of five-member CXO team that raised $550M+ in three rounds from domestic and international VCs,
Chase, Intel, and other institutions; conducted IPO roadshows with DLJ, Salomon, and Alex Brown; secured $150M+
credit line; purchased and integrated three foreign companies.
 Formed in-country marketing and sales organizations that exceeded $50M first-year revenue goals.
 Cultivated strategic partnerships with major industry players, such as Global Crossing, Alcatel, Intel, Sun, competitive
local exchange carriers (CLECs), local exchange carriers (LECs), Governments and others.
 Instrumental to development and execution of successful exit strategy involving assets and equities sale.

Internet and Web Services Corp. – San Diego, CA

Chairman and CMO (1996 to 1999)
Onboarded to lead restructuring, positioning, growth, and sale of technology services provider with 120 staff serving domestic and
international consumers, investors, SMBs, mid-sized companies, and Fortune 500s.
Directed 50-member team executing enterprise, online, channel, and target marketing activities for each business unit.
Negotiated software licensing, ERP integration, and IBM partnership.
Key Achievements:
 Achieved growth from $100K to $10M in only three years on bootstrapping investment.
 Enabled accelerated growth by establishing consumer, commercial and large-scale product/services-centered, global
business units; creating distribution network of 50 domestic and 10 international VARs; and forming direct
sales/services/Business Development organizations.
 Conceptualized and launched innovative “Open-e brand” (later sold to American Express) and positioned company as
premier, nationwide, large-scale retail ecommerce developer and implementer; won 1997 NATIONAL INTERNET
OPEN COMPETITION.

International Solutions Group – San Diego, CA

Managing Partner (1993 to 1996)
Served as senior executive and partner for information systems company with 150 staff, four international operations, and top-
tier clients, including the U.S. government, Siemens, J & J, CareAmerica, GDE Systems, Bosch, MediScribe, and Lockheed.
Guided strategic planning and direction for information technologies deployment. Owned P&L for marketing, PR, account
development/retention, contract negotiation, and fulfillment. Established four international operations and provided
expertise in IT, IS, Internet/Intranet, professional services, technical reengineering, business process improvement, and
alliance services.
Key Achievements:
 Triggered growth from zero to $25M, generated 20% in profits, and delivered 12X ROI by building dedicated teams.
 Developed five strategic alliances and closed largest, multi-country contract with Siemens totaling $4M.

Additional experience: CEO/President/ CMO – Channelmatic (Mfg.)  Vice President of Marketing – Dynair Electronics
(Mfg.)  Business & Strategy Officer – Kaypro Computer Corp. (Mfg.)  Business Graduate School Adjunct Professor

Education and Credentials

Master of Science, Global Business Management, Thunderbird Graduate School of Global Business Management – Phoenix, AZ
Bachelor of Science, Business, Finance, and Marketing, San Diego State University – San Diego, CA
Studies toward Master of Science, Global Macroeconomics, Multiple Institutions
Professional Associations & Awards/Honors
American Electronics Association National Computer Association
National Association of Broadcasters Outstanding San Diego Small Business of the Year
Winner, Internet Open Competition Certificates of Accomplishment, Excellence, and Completion
from IBM, universities, banks, municipalities, and others