Jay Berkman is the fearless Chief Rainmaker and Entrepreneur-in-Residence at The JLC Group. Jay oversees a deep bench of accomplished rainmakers, as well as all client engagements. A seasoned financial industry veteran, Jay was successively recruited for senior roles by global financial service firms and boutique investment banks until he pivoted to become a serial entrepreneur. Jay is credited with co-founding an electronic exchange platform acquired by a global bank, and later recruited by a Private Equity firm to serve as interim CEO of a NASDAQ-listed company operating two of New York’s most visited entertainment venues. Jay has co-founded or led startups within the fintech, insuretech and consumer product sectors, explaining why he is often framed as a CEO consigliere. Jay he has inspired, influenced and/or enabled thought-leaders across seven industry silos.
A start-up mentor, Jay is a member of the Network Advisory Board for fintech merchant bank SenaHill Partners and he served as co-founder and Chief Operating Officer for boutique private placement and document preparation advisory firm, Prospectus.com LLC.
Jay embraces challenges and helps JLC Group clients overcome challenges by leveraging his 25+ year track record for capitalizing on disruptive and game-changing technologies, and for implementing brand awareness, marketing and sales strategies that help clients further embed their respective innovative products/services within targeted B2B and B2C markets. Jay’s unique sense of corporate positioning best practices and corporate communication tactics embodies The JLC Group slogan, “We Connect the Tag Line to the Bottom Line.”
Often identified as a “Strategic Marketing Maestro”, Jay was a ‘growth hacker’ before that term became industry jargon. In his first career, Jay was a equities and derivatives trader and a floor member of (3) major financial exchanges including NYSE, Cboe and the American Stock Exchange. Each of those roles required constant curating of news, information and streams of market data, all while making dozens of calculated, risk-reward decisions every day. After two decades serving in senior financial industry roles, including one where Jay reported directly to the executive committee of one of the world’s biggest banks, he migrated to the world of business leadership. By extension, Jay provides start-up advisory, capital formation, brand marketing and strategic corporate positioning services.
In addition to having a broad network of professional relationships, Jay is a trusted consigliere to a discrete universe of CEOs whose companies operate within financial service silos, innovative technology landscapes and those advancing entrepreneurial initiatives within the framework of “martech,” “medtech,” “blocktech,” location-based entertainment, consumer products, and professional service industries.
Because Jay has traversed a universe of corporate portals and fast-growth start-up cubicles, his experience and knowledge base provides The JLC Group client/partners with a unique combination of seasoned business experience and sage insight, due-diligence disciplines, door-opening to influencers prowess and deal-closing talents.
Jay’s stand-out, “madmen-style” brand positioning toolkit has been embraced by CMOs of major corporations and a broad spectrum of market-disrupting startup enterprises.
No “shrinking violet”, Jay is a recognized thought-leader who is relied upon by top-gun CEOs and startup entrepreneurs across multiple industries. A widely-regarded pundit, Jay is also a contributor to major publications, author of numerous research studies and white papers, and he is widely-followed across multiple social media outlets, including MarCom201, CFORaiseMoney and MarketsMuse.
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