Jay Berkman is a 20+ year securities and options market veteran, and currently a principal of JLC Group, a marketing/business development boutique. A former member of the CBOE, Amex, and NYSE, Berkman played a senior role in the development of BondNet, a pioneer electronic trading platform for corporate bonds, and he has advised, among others, Rareview Macro LLC, Louis Capital FX, ETF and options market execution firm WallachBeth Capital, Bank of New York Mellon, high yield bond firm Miller Tabak Roberts Securities, Interactive Brokers, and energy trader MBF Clearing Corp ================ Jay Berkman - Jay provides three decades of senior level business development, capital raising, and marketing roles for global corporations, turn-arounds, and leading edge start-ups within the financial markets, insurance, new media, technology, and entertainment sectors. A former member of the NYSE, ASE, and CBOE, Jay's roles have included establishing an insurance claims administration company and overseeing $20 million in pending claims; he raised initial venture capital and served as one of 4 co-founders of an electronic exchange platform for fixed income products (later acquired by a global bank where he then served as a senior business development executive); Interim CEO of a NASDAQ-listed entertainment company; and Global Marketing Executive for an international on-line brokerage. Jay graduated from George Washington University with a BBA in Finance/Accounting
Candyce Edelen brings more than twenty-two years of experience in launching and managing technology companies and founded four companies prior to PropelGrowth.
She has a background in product and company launches, developing successful go-to-market strategies and building sales, marketing, and delivery teams.
Candyce focuses on best practices for complex sales processes and integrating sales and marketing. With extensive experience in lead generation and lead nurturing for complex sales, Candyce is highly effective at building sales pipelines.
She also has expertise in aligning marketing and sales with customer buying cycles to maximize close rates for complex sales.
For the past ten years, Candyce has focused exclusively in the capital markets industry, launching two financial technology companies. She was a co-founder and President of Kaskad Technology, which provided complex event processing technology for compliance, algorithmic trading, risk management and fraud detection. Prior to founding Kaskad, Candyce co-founded Selero (formerly IBSN). Selero provides order routing, compliance, and integration technology for the financial services industry.
Candyce and her PropelGrowth team have helped more than 20 capital markets and financial technology providers refine their sales and marketing strategy to increase revenue and drive organic growth. The team guides companies in defining and articulating their value propositions – clarifying their messages based on industry needs. PropelGrowth segments the capital markets industry based on needs, helps clients identify the best strategic niches, and designs the strategy, positioning and messaging to penetrate those target segments.