1. April 1, 2015 | Axon Advisors LLC | 120 E. Market St., 12th Fl, Indianapolis, IN, 46204 | DIFFERENTIATION
axon advisors:
raising standards of
quality assurance in
expert networking and
field research
2. QUALITY is the #1 concern end
users have of expert networking
and field research. The good
news is that far from being
commoditized, quality in expert
networking has become a primary
and quantifiable differentiator.
Axon has achieved an unmatched
96% client satisfaction rate on
projects, because our #1 concern is
QUALITY.
Emily brammer
Founder and Director of Research, Axon Advisors
3. 5 a little bit about us
6 mission goals
7 sector coverage
8-9 industry coverage
10 axon management
11 why axon?
12-39Project LeadER bios
41clients
42-47 case studies
TABLE OF CONTENTS
a little bit about us
background
Busy professionals rely on Axon Advisors to put them in touch with just the right person who can
provide them insight into their work. Our clients range from financial services professionals who
are performing due diligence in their equity research, to business management analysts who are
helping their clients expand into markets, to entrepreneurs launching new products. We put our
clients in touch with individuals who are knowledgeable or have experience in areas ranging across
all sectors and industries, from management, to research and development, to consumers or
sufferers of ailments.
experience
For seven years Axon Advisors has successfully delivered on over 2,000 projects for some of the
world’s leading financial services and business management consulting firms, with thousands of the
world’s leading opinion leaders and subject matter experts employed as consultants in over forty
countries around the world.
philosophy
Our three-fold mission is rooted in a service-oriented ethos that imbues all of what we do: 1) to
be customer-centric, 2) to be innovative, and 3) to be the most reliable provider in the expert
networking industry. Satisfying our clients requests, providing differentiated and better alternatives
to how they currently have their needs met, and giving them good reasons to renew with us year
after year is what we strive for day-to-day. This attitude results in highly customized service, quick
turn-around on projects, superb sourcing of experts, and rigorous compliance practices. Our client-
focused way of doing business costs us more in RD and human resources, but results in greater
client satisfaction – a 96% success rate to be exact.
“Axon makes the right connections between
professionals and individuals who provide
market insights at an exceptional 96%
satisfaction rate from clients”
About Us 5Differentiation
4. mission Goals
Axon’s goals spring forth directly from our three-fold company mission:
mission 1: be A CUSTOMER-CENTRIC ORGANIZATION
Satisfying our clients requests, making their work easier, and adding value to their output
is what we strive for day-to-day.
`` Goal 1.1: Customize service and support for each client to meet their explicit needs.
`` Goal 1.2: Improve upon existing services and develop new value-added ones.
`` Goal 1.3: Obtain client feedback routinely, to capture their evolving needs and perceived value.
mission 2: be innovative
Listening closely to our clients and meeting their needs in the best and most efficient way
possible has remarkably led to innovations that set us apart.
`` Goal 2.1: Embrace new models that work better for our clients.
`` Goal 2.2: Develop innovative advisory services, in response to unmet needs we perceive.
`` Goal 2.3: Create innovative proprietary databases to enhance our research capabilities.
mission 3: be the most reliable provider of expert networking services
Improving on quality, quality quality is our #1 obsession.
`` Goal 3.1: Maintain our 96% client satisfaction rate.
`` Goal 3.2: Develop solid relationships with all of our clients based on trust and satisfaction.
`` Goal 3.3: Be a value-added service provider who delivers as promised.
expanded SECTOR COVERAGE
Technology,
Telecommunications,
Media
Technology,
Telecommunications,
Media
Industrial Goods
Legal, Economic
Regulatory
Energy, Basic Materials,
Utilities
Energy, Commodities,
Utilities
Financials
Accounting Financial
Analysis
Consumer Goods
Services
Consumer
Healthcare
Conglomerates
CLIENT PRACTICE AREAS
AXON Project LeadERs and
research staff teams
Legal, Economic
Regulatory
Accounting Financial
Analysis
Conglomerates
Industrials Industrials Industrials
Mission Objectives Sector Coverage6 7Differentiation Differentiation
5. Industry Coverage Industry Coverage
Technology/Telecommunications/Media Consumer Goods Services
Application Software Multimedia Graphics
Software
Business Software Services Networking Communication
Devices
Communication Equipment Personal Computers
Computer Based Systems Printed Circuit Boards
Computer Peripherals Processing Systems Products
Data Storage Devices Scientific Technical
Instruments
Diversified Communication
Services
Security Software Services
Diversified Computer Systems Semiconductor - Broad Line
Diversified Electronics Semiconductor - Integrated
Circuits
Healthcare Information
Services
Semiconductor - Specialized
Information Delivery Services Semiconductor Equipment
Materials
Information Technology
Services
Semiconductor- Memory Chips
Internet Information Providers Technical System Software
Internet Service Providers Telecom Services - Domestic
Internet Software Services Telecom Services - Foreign
Long Distance Carriers Wireless Communications
Appliances Meat Products
Auto Manufacturers - Major Office Supplies
Auto Parts Packaging Containers
Beverages - Brewers Paper Paper Products
Beverages - Soft Drinks Personal Products
Beverages - Wineries
Distillers
Photographic Equipment
Supplies
Business Equipment Processed Packaged Goods
Cigarettes Recreational Goods, Other
Cleaning Products Recreational Vehicles
Confectioners Rubber Plastics
Dairy Products Sporting Goods
Electronic Equipment Textile - Apparel Clothing
Farm Products Textile - Apparel Footwear
Accessories
Food - Major Diversified Tobacco Products, Other
Home Furnishings Fixtures Toys Games
Housewares Accessories Trucks Other Vehicles
Industrial Goods Healthcare
Aerospace/Defense - Major
Diversified
Lumber, Wood Production
Aerospace/Defense Products
Services
Machine Tools Accessories
Cement Manufactured Housing
Diversified Machinery Metal Fabrication
Farm Construction
Machinery
Pollution Treatment Controls
General Building Materials Residential Construction
General Contractors Small Tools Accessories
Heavy Construction Textile Industrial
Industrial Electrical Equipment Waste Management
Industrial Equipment
Components
Biotechnology Long-Terms Care Facilities
Diagnostic Substances Managed Care
Drug Delivery Medical Appliances
Equipment
Major Drug Manufacturer Medical Instruments Supplies
Other Drug Manufacturer Medical Laboratories
Research
Drug Related Products Medical Practitioners
Generic Drugs Pharmacy benefits
management
Health Care Plans Retail Clinics
Home Health Care Senior Care
Hospitals Specialized Health Services
expanded INDUSTRY COVERAGE
Financials Energy/Basic Materials/Utilities
Accident Health Insurance REIT - Diversified
Asset Management REIT - Healthcare Facilities
Closed-End Fund - Debt REIT - Hotel/Motel
Closed-End Fund - Equity REIT - Industrial
Closed-End Fund - Foreign REIT - Office
Credit Services REIT - Residential
Diversified Investments REIT - Retail
Foreign Money Center Banks Real Estate Development
Foreign Regional Banks Regional - Mid-Atlantic Banks
Insurance Brokers Regional - Midwest Banks
Investment Brokerage -
National
Regional - Northeast Banks
Investment Brokerage -
Regional
Regional - Pacific Banks
Life Insurance Regional - Southeast Banks
Money Center Banks Regional - Southwest Banks
Mortgage Investment Savings Loans
Property Casualty Insurance Surety Title Insurance
Property Management
Agricultural Chemicals Oil Gas Pipelines
Aluminum Oil Gas Refining Marketing
Chemicals - Major Diversified Silver
Copper Specialty Chemicals
Gold Steel Iron
Independent Oil Gas Synthetics
Industrial Metals Minerals Diversified Utilities
Major Integrated Oil Gas Electric Utilities
Nonmetallic Mineral Mining Foreign Utilities
Oil Gas Drilling Exploration Gas Utilities
Oil Gas Equipment Services Water Utilities
Legal, Financial Regulatory Conglomerates
Antitrust Law Food and Drug Administration
(FDA)
Bankruptcy Law Intellectual Property
Class Action Law Politics
Economics Regulation
Federal Communications
Commission (FCC)
Securities and Exchange
Commission (SEC)
US Conglomerates Japanese Conglomerates
expanded INDUSTRY COVERAGE
8 9Differentiation Differentiation
6. AXON Management team
emily brammer
Founder President
Emily Brammer specializes in
the gathering of qualitative
and quantitative market
intelligence for business
management and financial
services firms. She has
developed the broadest and
deepest access to healthcare
professionals among field
research and expert network
companies.
marc brammer
Director of Business
Development
Marc Brammer spent 30
years in a senior business
development role at
Moody’s Analytics. With this
valuable knowledge Marc
has now pivoted to the
commercialization of Axon
Advisors, leading its expanded
coverage of new industries
and developing Axon’s Team of
Project Leaders.
CAROLINE KIM
Director of Research
Caroline Kim, Director of
Research, oversees the
management of research
and recruitment across all
sectors. Previously, Caroline
was the Director of Healthcare
Research and managed the
research and recruitment for
all heatlhcare-related projects.
For seven years Axon’s management team has successfully delivered on over 2,000 projects
for some of the world’s leading financial services and business management consulting firms,
managing thousands of the world’s leading opinion leaders and subject matter experts as employed
consultants in over forty countries around the world.
why do firms choose axon?
Best client satisfaction rate among
competitors (at 96%).
Subscription models are flexible and
low cost.
Compliance standards meet all of the
industry’s best practices.
People involved in project oversight
and management are exceptionally
knowledgeable, experienced industry
veterans.
Customized services meet virtually any
variation of our clients needs.
1
2
3
4
5
AXON Team Rationale10 11Differentiation Differentiation
7. Axon’s Team of Project Leaders is a
group of seasoned industry veterans,
who oversee all of Axon’s research and
recruitment of experts. Their niche
and extensive knowledge is invaluable
in making the right match. It is the
difference between a mismatch and a
96% client satisfaction rate on projects -
our #1 differentiator.
Marc brammer
Director of Business Development, Axon Advisors
MEET SOME OF AXON’S PROJECT LEADERS
8. Project LeadER - energy
ed carney
Oil and Gas Exploration/Production
Ed spent 39 years as CEO of his company Export Oil Field Supply
Company International, delivering and sourcing supplies in a
number of diverse sectors including oil gas, marine, drilling and
production, pulp and paper, mining, petrochemical, industrial
and transportation. He developed multi-million dollar sales
relationships with companies such as EXXON, Petroleos de
Venezuela, Shell Export and Petrobras, and other agreements
with ARAMCO, Ecopetrol, Pertamina, Pecten, and the like. Ed’s
experiences include work as a Rig Up Yard and Pump Fabrication
Mgr, Derrickman and Roustabout; purchasing and selling heavy
equipment globally; exporting, importing and international
documentation including letters of credit; servicing international
customers; and acquisitions.
Experience
Export Oil Field Supply
Company International
President / CEO, 1975 - present
Education
Columbia University
Masters of Science in Business
University of Notre Dame
Bachelor of Arts in Geology
Oil and Gas Exploration/Production
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader - energy
justin lurie
Oil and Gas
Justin is a management consultant focused on strategy - how to
achieve the ten year vision, differentiate in the market, obtain
organizational buy-in, and establish repeatable and scalable
processes. His focus is in the Oil Gas Industry, although has
frequently consulted across many industry sectors.
Justin consults for companies ranging from pre-sale startups
to multi-billion dollar organizations. He is the author of the
management consulting book ‘The Profit’ and an expert-
contributor for the Houston Business Journal. Mr. Lurie holds the
position of Director of Media Communications for the American
Petroleum Institute’s Board of Directors, Houston Chapter.
Experience
JLS
Strategy Consultant, Oil
Gas, Energy Industry, 2010 -
present
Pepco Energy Services
Regional Energy Manager,
Sales in Commodities Hedging
Risk Mitigation, 2008-2009
Econnergy Energy Company,
Inc.
Territory Manager, Sales in
Commodities Hedging Risk
Mitigation, 2005 - 2008
Education
University of Sydney
Master of International
Business, International
Business
University of Michigan
B.A., Organizational Studies,
International Relations
oil and gas
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader Bio Project Leader Bio14 15Differentiation Differentiation
9. Project Leader - UTILITIES
sandy wito
UK Germans Utilities
Sandy is an expert in the commercial aspects of energy projects
and markets, having worked at a senior level in a number of
blue-chip companies in these areas. He has undertaken financial
modelling and commercial due diligence for numerous energy
contract and asset acquisitions, with values of up to £300m. With
his additional professional qualifications in financial derivatives
and risk management, Sandy is an expert at modelling the value
of Contracts for Differences, financial options and physical assets
in the highly volatile energy markets.
Experience
Wito Energy Ltd.
Senior Consultant, 2014 -
present
SSE plc
Head of Business
Development, 2012 - 2014
SSE plc
Fuel Procurement Manager,
2008 - 2012
Airtricity
Trading Manager, 2007 - 2008
Scottish Power
Business Development
Manager, 2004 - 2007
Education
The University of Edinburgh
Doctor of Philosophy in
European Electricity Trade
The University of Edinburgh
Bachelor of Engineering in
Electrical and Electronics
Engineering
UK Germans Utilities
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader - energy
Svein Bredahl
European Oil Services Equipment
Svein spent 37 years at Aker and Aker Solutions, focusing
primarily in the oil and gas services industry. He has been
involved in several large offshore and onshore projects. His
experiences include project management, business development
and company management. He has spent most of his time
working in engineering organizations, but has also spent periods
of time on construction yard. Svein is familiar with both greenfield
and brownfield projects.
Experience
Independent
Consultant, 2014 - present
Aker Solutions
Senior Vice President Business
Development, 2002-2014
Aker Maritime
Vice President Business
development, 1999 - 2002
Aker
Various positions, 1977 - 1999
Education
Norwegian University of
Science and Technology
Applied Physics
European Oil Services Equipment
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader BioProject Leader Bio 16 17Differentiation Differentiation
10. Project Leader - industrial goods
Didier Kane
Multi-Industry Electrical Equipment
Didier is a recognized strategist and operational expert in multiple
high-tech industries (telecom, electronics, semiconductors,
nanotechnology, medical devices). His career spans a variety of
senior leadership and executive roles at Fortune 100 companies
(3M Company, ATT and Thomson-CSF/Thales Group), before
moving to the strategy consulting, investment banking and
private equity world. He is currently a senior partner at NSL
Co (PE firm in the Netherlands), managing director and partner
at Denary, LLC (Strategy Consultancy in Austin, Texas), CEO of
Business Science Consultants, Ltd., and Chairman of a CEO Peer
Advisory Board at Vistage International. Didier is also a Director
on the Board of Angie Communications International Ltd. and on
the Board of the French American Business Council of Austin.
Experience
Business Science
Consultants, Ltd.
CEO and Co-founder, 2013 -
present
3M
Various roles (including
Global Market Development
Department Manager, Senior
Business Development
Manager, Strategic Marketing
Manager), 1998 - 2012
Education
ATT School of Business
Executive MBA, International
Finance Accounting
Institut national des
Sciences appliquées de Lyon
/ INSA
Doctor of Philosophy in
Electronics
Institut national des
Sciences appliquées de Lyon
/ INSA
Master of Science in Materials
Engineering
Multi-Industry Electrical Equipment
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader - industrial goods
Gabe Hanzeli
Global Aerospace Defense, IT
Gabe is a 35 year aerospace and IT veteran executive. He has
worked in both commercial and defense programs. Gabe’s
executive responsibilities at Boeing included Director Airplane
Spares systems, Director Airplane Technical Services systems,
Director Airplane Customer Support systems and Director
Corporate Network, Data Center Help Center operations.
His last role was Senior Director Corporate Enterprise IT
Architecture. Gabe also managed finance systems, MIS and PC/
server groups. His groups drove improvements in customer
satisfaction, process/system integration, cycle time, quality, cost
and operational efficiency. Gabe also led leadership development
programs. Gabe currently consults on IT/business operations, IT/
business strategy, systems integration, leadership development,
IT investment management, customer service delivery, systems
development, business planning and enterprise architecture.
Experience
Independent
IT / business executive
consultant, 2010 - present
Boeing
IT Director, 1997 - 2010
Boeing
IT Manager, 1976 - 1996
Education
University of Washington
Bachelor of Arts in Economics
Global Aerospace Defense, IT
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader BioProject Leader Bio 18 19Differentiation Differentiation
11. Project Leader - industrial goods
Ed Schreiber
Global Transportation
Ed is an expert in comprehensive warehousing, implementation,
shipping and receiving, inventory control, operations and
manipulation experience as it related to the transportation,
procurement and product inventory arenas. He effectively
provided expertise in duty drawback, airfreight, ocean cargo,
cargo movement, containerization, customs brokerage
and documentation, project management, supervision and
execution, repackaging, consolidation, warehousing, insurance
and government compliance. Markets served include Building
Materials, Pharmaceuticals, Animals, High-value, Technology,
Furniture Apparel, Food and Spirits.
Experience
Independent
Independent consultant, 2013
- present
OCASA
Logistics manager, 2012 - 2013
Nippon Express
Corporate Sales and Marketing
Manager, 2011 - 2012
American Companies
Manager Business
Development Sales and
Operations, 2008 - 2010
DHL
Business Development Sales
and Operations Manager,
2007 - 2008
UPS
Director of Business
Development, 2004 - 2006
Education
Kean University
Bachelor of Science in Business
Management
Global transportation
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader - industrial goods
Stuart Karp
Global Autos
Stuart has been an Independent Senior Automotive Consultant
(since 8/2011). His major focus has been Automotive Brand
Positioning, Future Product Planning, Segmentation Trends,
Sales Analysis, Dealer Networking, Dealer Operations, Customer
Satisfaction Processes, After Sales Marketing, CPO Programs
and Implementation. Prior to this, he was employed in various
positions at Volkswagen Group of America (1984-2011). As Region
Director from Aug 2005 to Aug 2011, he served as member of
national leadership team that developed national objectives and
strategic planning. His other positions at Volkswagen included
General Manager Marketing Services, National Brand Advertising,
Process Leader Product Definition, Pricing and Forecasting etc.
He also served in various management roles at Audi of America
(1985-1994) focusing on Sales, Marketing, Network Development,
and Dealership Operations.
Education
Penn State University
Bachelor of Science in
Public Service and Business
adminstration
Experience
Independent
Senior automotive consultant,
2011 - present
Volkswagen of America
Various roles (including
Regional Director, General
Manager, Process Leader
Product Definition), 1994 -
2011
Audi of America
Various roles (including
Distribution Manager,
Advertising and Merchandising
Manager), 1983 - 199
Global autos
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader BioProject Leader Bio 20 21Differentiation Differentiation
12. Project Leader - consumer goods
dawn houghton
Households Personal Products
Dawn has over 35 years CPG experience leading new business
teams at Procter Gamble and Kimberly-Clark. As an expert in
front end innovation, she has knowledge of consumers, needs,
markets, trends, products, and technologies across numerous
categories. Her global insight is built on research experience
in over 30 countries. She has led new business teams as well
as functional teams in Marketing, Market Research, Product
Development, RD/Technology, and Strategy.
Dawn helped grow businesses with new products worth billions
at PG and K-C. She is now helping other businesses grow with
her consulting business, Dawn of Innovation LLC.
Experience
Dawn of Innovation, LLC
Innovation Consultant, 2014 -
present
Kimberly-Clark Corporation
Senior Director, Corporate
Innovation, 1993 - 2014
The Procter Gamble
Company
Section Head, 1979 - 1993
Education
University of Michigan, Ann
Arbor
Bachelor of Science in
Engineering, Chemical
Engineering
households personal products
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader - consumer goods
Steve Abbott
Restaurants
Steve is a seasoned retail development executive with 30
plus years experience building the restaurant brands of
multinational restaurant companies - in the US and abroad -
including progressively responsible roles managing design and
construction staff. He held direct responsibility for 65+ annual
new unit openings with a capital budget of $65MM+. Much of his
professional experience in the last fifteen years was focused on
designing and delivering training programs for a complete range
of unit development processes - from strategic planning to asset
management and redevelopment - enabling an global new unit
opening pace of 1000+ new restaurants per year.
Experience
Steve Abbott Consulting
Retail Development
Consultant, 2011 - present
Yum! Restaurants
International
Director of Development, 1998
- 2010
Yum Brands
Director, Construction, 1996
- 1998
Education
University of Oregon
MCRP, City/Urban, Community
and Regional Planning
University of Oregon
BARCH, Architecture
restaurants
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader Bio Project Leader Bio22 23Differentiation Differentiation
13. Project Leader - consumer goods
Sudeep Haldar
US Food
Sudeep is a consumer insights, analytics and consulting
professional. He has worked in areas related to consumer
segmentation, brand strategy, innovation and brand
repositioning. In the area of analytics, he has worked with Big
data, ROI measurement, predictive and prescriptive analytics and
training. He has led consumer insights and analytics functions
and worked on growth strategies, business turnaround strategies,
digital, trends and developing business planning/strategic
planning. He has also had experience in developing relevant key
performance metrics for a large organization and has had success
with change management. He has strong recent experience in
CPG and Retail but has had experiences across a wide range of
industries as well.
Experience
Independent
Consultant, 2015 - present
Mondelēz International
Senior Director, 2007 - 2014
Kraft Global
Senior Director, Global
Analytics and Strategy, 2004
- 2007
Staples
Director, Marketing Strategy
and Analytics, 2002 - 2004
Education
Cornell University
Ph.D., Marketing
Indian Institute of
Management, Bangalore
MBA, Marketing
Indian Institute of
Technology, Kanpur
BTech, Electronics, Electrical,
Artifical Intelligence
us food
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader - technology
Antonio Belli
Global Telecom Equipment
Antonio has a telecommunication engineer background and is
specialized in supporting telecommunication service providers
who decided to build, operate and maintain subsea fiber optic
systems. With over 25 years of exec-level telecommunications
experience, he has a proven track record of results-oriented
Global Initiatives in the subsea cable industry, including Business
Development, Sales and Marketing, in the US and Latin America.
Prior to start his own consultant company, he served as Director
of Marketing and Sales at GlobeNet and during 20 years at
Alcatel-Lucent, he served in executive-level positions in the EU,
NA and Brazil. With a strategic focus and expertise in the subsea
fiber optic cable markets, he offers a wealth of knowledge and full
scale support to our customers.
Experience
Subsea Consulting LLC
Independent Consultant, 2014
- present
GlobeNet
Director Marketing Sales,
2010 - 2014
Alcatel-Lucent
Senior Director Sales
Marketing, 1991 - 2010
Education
Istituto Tecnico Industriale
Telecommunication
Engineering
Global Telecom Equipment
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader Bio Project Leader Bio24 25Differentiation Differentiation
14. Project Leader - technology
Bill Mayberry
Wireless
Bill is a 36 year veteran of the telecommunications industry. The
last 24 years have been in wireless, doing everything from a PCS
network start up, to national engineering roles for ATT Mobility,
to senior leadership roles for wireless services providers. Bill’s
background has made him well versed in all aspects of wireless
network planning, engineering, implementation, and operations,
which he now utilizes to perform wireless network consulting
projects. He has a broad range of business entity experience,
ranging from big company, to small company, to start-up
company. He also maintains a wide array of industry contacts to
help facilitate successful projects and help him stay abreast of
new wireless technology developments and trends.
Experience
NextGame Technologies, Inc.
Senior Consultant - Wireless,
2008 - present
Nsoro Mastec
Senior Vice President,
Corporate Operations Chief of
Staff, 2010 - 2011
ATT Mobility
Executive Director - MSC
Planning Engineering, 2004
- 2007
Cingular Wireless
Executive Director - South
Region Engineering, 2000 -
2004
BellSouth
Various roles, 1990 - 2000
Education
University of North Carolina
at Charlotte
MBA
Lenior-Rhyne University
B.S., Mathematics
Wireless
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader - technology
steve hoch
Data Networking
Steve is a 25-year business and marketing veteran with
experience spanning several of today’s leading global technology
providers. Steve served as Director for Marketing Planning
Strategy at Cisco Systems, responsible for planning methods,
processes and systems across the company’s product lines
and geographies. Steve previously led marketing for Cisco’s
mobility business, partner programs, and small / medium
business product marketing. Prior to Cisco, Steve held marketing
management, operations and business development positions
with Hewlett-Packard and Apple Computer.
Experience
Lake Consulting
Market Strategy Consultant,
2009 - present
Cisco Systems, Inc.
Director, 997 - 2009
Education
University of Michigan
MBA, Strategic Planning,
Quantitative Methods
University of California
Bachelor of Science in
Managerial Economics
data networking
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader Bio Project Leader Bio26 27Differentiation Differentiation
15. Project Leader - technology
Linda Larsen
Telecommunications, Cable Satellite
Linda is a sales and general management expert with vast
experience in sales transformation and reinvention within the
business-to-business, retail and indirect distribution channels
at T-Mobile and Verizon Wireless. Linda has a strong growth
track record in developing game-changing marketing strategies,
creating new revenue opportunities, improving operating and
sales efficiencies and enhancing the customer experience. She
has expertise and insight in:
• Revitalizing and transforming struggling business units
• Developing and launching new, high-tech products services
• Re-engineering business processes to improve efficiencies
• Opening new sales channels for rapid growth
Experience
National Telecomm,
Mobile and Retail Product
Consulting
Channel Sales, Marketing
Branding Consultant, 2013 -
present
T-Mobile
Director - HQ Program
Management Systems, 2012
- 2013
Verizon Wireless
Various roles (including
Director- National Retail
Channel Operations and
Technology, Retail Channel
District Manager), 2000 - 2011
Education
Washington State University
Bachelor of Arts in Social
Sciences
Telecommunications, Cable Satellite
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader - technology
Ric Steinberger
IT Security
Ric has worked for several Silicon Valley companies including SRI
International, Nuance Communications, SRI Consulting, Digital
Island, Oracle And Stanford University. His background is in
software development, system administration, network security
and information assurance and mobile devices. He’s developed
and taught adult education courses in computer security for UC
Santa Cruz, UC Berkeley and Norwich University.
Experience
Mobile App research Group
President, 2009 - present
Norwich University
Faculty Member, 2006 -
present
Stanford University
Associate Information Security
Officer, 2005
Oracle
Director IT Security, 2003 -
2005
Cable Wireless
Senior Security Architect, 2001
- 2003
Education
Catholic University of
America
M.S., Mechanical Engineering
Rensselaer Polytechnic
Institute
B.S., Anthropology
it security
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader Bio Project Leader Bio28 29Differentiation Differentiation
16. Project Leader - technology
ron raggio
Enterprise Hardware
Ron is a successful IT professional with over 20 year experience
in Mainframes, Servers, Blades, PC’s, Open Systems, Storage
Systems, Software, Consulting, Managed Services, In-sourcing and
Out-sourcing. He has held senior level positions for several OEM
manufactures contracting with Citigroup worldwide, providing
expanded success with Server Consolidations, both Windows NT
and Open Systems as well as NAS and SAN, Disaster Recovery,
and hot sites. He has a strong international background with
equipment sourcing for Asia Pacific, Europe and Latin America.
Ron also has senior sales management experience with industry
leaders such as Amdahl / Fujitsu , Network Appliance, Hewlett
Packard and Unisys.
Experience
Independent
IT Consultant, 2014 - present
WebApp Solutions
Director of Sales, 2009 - 2014
Unisys Corporation
Corporate Client Manager,
2008 - 2009
Hewlett Packard
Enterprise Account Manager,
2006 - 2008
Education
City University New York
Bachelor of Science in
Economics
enterprise hardware
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader - technology
rick slavin
Telecom Equipment
Rick is a senior level executive with over 30 years experience in
the Telecommunications Industry. His career includes working
in both wireless carrier and telecom vendor environments,
specializing in business development, marketing, sales and
network strategy. He has developed expert knowledge in
wireless telecom technology and go-to-market strategies and has
established substantial contacts within the industry.
Experience
RM Slavin and Associates
CEO/Principal Consultant,
2010 - present
Ericsson
Various roles (Vice President,
Director of Sales), 2001 - 2010
Education
Case Western Reserve
University
MBA, Finance, Business
Strategy
University of Pennsylvania
Bachelor of Science in Finance
Telecom Equipment
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader Bio Project Leader Bio30 31Differentiation Differentiation
17. Project Leader - technology
Katy Wells
Semiconductors
Katy worked as an attorney for Fortune 500 Advanced Micro
Devices, Inc. (AMD) for almost 14 years. She last served AMD’s
semiconductor business as Corporate Vice President for
Operations Alliances on the CEO’s team and over the years
focused on international transactions; board governance;
global corporate compliance; manufacturing, technology,
and environmental, health safety; and executive and law
department management. Katy helped drive global and industry
collaboration in the semiconductor business, including as a
member of AMD’s China leadership team; counsel to German and
India leadership teams; Executive Sponsor of company customer
loyalty, risk management, and women’s programs; and co-chair
with Intel’s Medical Director of a multi-year Semiconductor
Industry Association (SIA) worker health project.
Experience
Cochran Client Development
Coach and Consultant, 2014 -
present
AMD
Corp. VP, Office of CEO,
Corporate Secretary, Deputy
General Counsel, 1998 - 2011
Education
Yale Law School
JD Degree
Lamar University
Bachelor of Science
Semiconductors
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader - healthcare
Fajar Atmajaya
Indonesian Pharmaceuticals
Fajar has worked for several pharmaceutical companies in
Indonesia for more than 20 years. He held many positions
involved in new product launch, business licensing, outsource
marketing, turning around company’s performance, business
arrangement in pharmaceutical and medical device industry. He
currently holds a director position at one group of Indonesian
company with such areas of: pharmaceutical raw material
importers, drug manufacturer, beauty clinics and medical devices.
Fajar has a good knowledge about Indonesia healthcare
system especially on Universal Health Coverage from idea,
implementation as well as current update. He has experiences
in sales marketing training, strategy, people management,
negotiating and business process.
Experience
Group of Companies
Director, 2014 - present
Ferron Par Pharmaceuticals
Head of Marketing Sales,
2008 - 2013
Ferron Par Pharmaceuticals
Group Product Manager to
Marketing Manager, 2004 -
2008
Dexa Medica
Product Manager to Senior
Product Manager, 1999 - 2003
Education
Prasetiya Mulya Business
School of Management
Certified Business
Management, General
Management and Finance
Pancasila University
Post graduate, Apothecary
Pancasila University
Bachelor, Pharmacy
IndonesiaN pharmaceuticals
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader Bio Project Leader Bio32 33Differentiation Differentiation
18. Project Leader - healthcare
Leo Kurniawan
Indonesia Pharmaceuticals
Leo worked as Medical and Regulatory Director in several MNCs
like Merck Indonesia (1979 - 1983), Sandoz Indonesia (1983 -
1986), Janssen Pharmaceutica Indonesia Group from Johnson
and Johnson (1986 - 1996), Upjohn Indonesia (1996 - 2000)
and Pharmacia Upjohn Indonesia (2000 - 2003), Sanofi Pasteur
Indonesia, The Vaccines Division of Sanofi Aventis International
(2003 - 2012). He has experiences in new products registration,
extension of Marketing Authorization for existing products,
and medical devices. He has experiences in GCP training and
GMP training, and in negotiation with the Indonesia Regulatory
Authority and Ministry of Health regarding the Clinical Studies
biological samples transferring, export and intellectual property.
Experience
Independent
Former and Retired Medical
Affairs Manager, 2012 -
present
Pharmacia Upjohn Indonesia
Medical and Regulatory
Director, 1996 - 2003
Janssen, Pharmaceutical
Companies of Johnson and
Johnson
Medical and Regulatory
Director, 1986 - 1996
Education
Atma Jaya Catholic
University
Medical Degree
Canisius College
Indonesia pharmaceuticals
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader - healthcare
Ronald Limen
Indonesia Pharmaceuticals
Ron has vast experiences in the Indonesian Pharmaceutical and
Medical Devices industries. He spent his corporate career in the
following roles: Medical Director for Hoechst Pharmaceuticals;
Business Unit Director at Hoecst Pharmaceuticals; Sales and
Marketing Director at Schering; Country Manager at Dentspy;
Commercial Director for AstraZeneca Plc; and most recently at
an importer, distributor and sales and marketing organization
with a focus on medical devices. Ron has extensive knowledge
in the healthcare industry (ethicals, medical devices, OTC), from
the overall aspects of a company’s operation down to the details
of registration, distribution, sales, marketing, and manufacturing.
Ron speaks Bahasa Indonesia, English, German and Dutch
fluently.
Experience
MAP HealthCare, Medical
Devices, Pharmaceuticals
Managing Director, 2010 -
present
AstraZeneca
Commercial Director, 2007 -
2010
DENTSPLY International
Country Manager, 2006 - 2007
Schering-Plough
Pharmaceuticals
Senior Sales Marketing
Director, 1996 - 2006
Education
Georg-August-Universität
Göttingen
M.D.
Pepperdine University
Bsc, Pre-med
Indonesia pharmaceuticals
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader Bio Project Leader Bio34 35Differentiation Differentiation
19. Project Leader - healthcare
Steve seller
Managed Care
Steve has more than 30 plus years of Pharmacy experience
in the healthcare sector. He has extensive experience in the
management and development of pharmacy programs involved
in the hospital, senior care, oncology, retail and managed care
environments. He possesses a solid background in the clinical,
financial and human resource management of these diverse
healthcare operations.
He has extensive experiences in direct clinical involvement with
physicians in formulary development, utilizing market-share
contracting with medical supply and pharmaceutical companies.
Experience
3-P Associates
Consultant Pharmacist, 2010
- present
Rite Aid Pharmacy
Pharmacist-MTM Specialist,
2008 - 2010
Kaleida Health
Director of Pharmacy, 2001 -
2008
Education
Massachusetts College
of Pharmacy and Health
Sciences
Doctor of Pharmacy
Niagara University
Bachelor of Science in Natural
Science
Managed Care
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader - financials
Andrzej Burża
European Insurance
Andrzej is Skilled in strategic planning, market positioning, sales
management, client/supplier relations and recruitment and
management of high-performance teams. He has comprehensive
top management experience in large service and distribution
organizations, specializing in greed-field and business expansion
operations in financial institutions. He advises on industry
trends with proven ability to lead organizations through growth,
acquisitions and joint-ventures. He is also well-versed in multi-
cultural business communications.
Experience
Experto Credite Andrzej
Burża
Owner, 2014 - present
TUiR Allianz Polska S.A.
Board Advisor Corporate
Clients, 2010 - 2013
TFI Allianz Polska SA
President, 2005 - 2010
TU Allianz Polska SA
Vice President, 1999 - 2005
Education
Warsaw School of Economics
Master of Art in Economics
european insurance
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader Bio Project Leader Bio36 37Differentiation Differentiation
20. Project Leader - financials
mark Castellano
US Securities
Mark is the Managing Principal of an independent consulting firm
with over 30 years of global working experience in the securities
lending and financial marketplaces. For ten years prior to his
consulting work, Mark was a Managing Director and the Global
Head of the Financing Services Group at BlackRock Investment
Management/Merrill Lynch Investment Managers (MLIM)
with responsibilities for the firm’s Global Securities Lending
program. Before re-joining Merrill Lynch and BlackRock, Mark
was responsible for the Equity Finance Group of ING Barings in
New York. Prior to ING, Mark worked in London as a Director at
Barclays de Zoete Wedd (BZW) where he integrated the Equity
Financing business with the Swaps, Arbitrage Derivatives desks
while establishing additional trading desks in New York, Sydney
and Tokyo.
Experience
Mark Castellano Consulting,
LLC
Managing Principal, 2010 -
present
Guggenheim Securities
Project Manager / Business
Analyst, 2011
BlackRock Investment
Management LLC
Managing Director, 2006 -
2010
Merrill Lynch Investment
Managers
Director, 2000 - 2006
Education
Rutgers, The State University
of New Jersey-Newark
Bachelor of Arts, Management
Finance
us securities
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader - Services
Michael Dyll
Freight Transportation
Michael owns and runs Texas International Freight, a boutique
freight firm serving the freights needs of the oil and gas industry,
the mining industry, and heavy equipment industry worldwide.
He is a licensed customs broker and the company is a licensed
Ocean Transport Intermediary. Michael knows about various
aspects of shipping related - but not limited - to container
shipping, bulk shipping, break bulk shipping, LTL trucking, full
truckload and heavy haul trucking, air cargo, ocean and air
chartering, and customs brokerage. He serves on the Texas
Freight Advisory Council for the State of Texas Department of
Transportation. He is a Director representing Harris County
(county seat of Houston, Texas) on the Board of the Gulf Coast
Rail District.
Experience
Texas International Freight
President, 2011 - present
TecLogistics
Business Development
Manager, 2006 - 2011
NAMJ
President, 2001 - 2010
Education
American University
MA, Foreign Affairs
University of Montana
BA, Classics
Freight Transportation
Role as Project Leader: oversees all of Axon’s research and
recruitment of experts in this industry
Meet Some of Our Project Leaders
Project Leader Bio Project Leader Bio38 39Differentiation Differentiation
21. MANAGEMENT CONSULTING
Due Diligence and Market
Research
Our Management consulting
clients include some of the
most prestigious global firms
which serve as an advisors to
the world’s leading businesses,
governments, and institutions.
Management consulting clients
are headquartered both in the
U.S. and abroad.
entrepreneurs
Market Research
Entrepreneurs need to
understand their markets
as well as any established
firm. One such inventor
is developing and
commercializing a diagnostic
device that allows accurate
dosing of anti-infective therapy
to be determined with a simple
blood test.
clients
Busy professionals rely on Axon Advisors to put them in touch with just the right person who can
provide them insight into their work. Our clients range from entrepreneurs launching new products,
to business management analysts who are helping their clients expand into markets, to financial
services professionals who are performing due diligence in their equity research.
Financial Services Firms
Equity and Market Research
Our financial services firms
clients are widely regarded
as some of the premiere buy
side and sell side firms on
Wall Street. Clients include #1
analysts in their industries as
rated by Institutional Investor
and one of the top 20 largest
asset managers globally.
Clients 41Differentiation
22. Topics to be discussed:
`` Which antibiotics do you typically use and how are drug
and dose-related decisions made?
`` How do you decide your patient-specific dosing?
`` Do you use any therapeutic drug monitoring to help
optimize patient dosing?
`` What kinds of infections do you think there is a need for
antibiotic monitoring?
Criteria:
• Infectious disease specialist
• Doctors who are part of antibiotic
stewardship programs for their
organizations
• Extensive experience prescribing
vancomycin
• Extensive experience prescribing
aminoglycosides
Deliverable:
Seven qualified experts were proposed to the client and five were scheduled for 1-v-1 phone
consultations.
Consultants connected:
• Steven LaRosa
Title: Infectious disease medical doctor at Beverly Hospital
Bio Link: http://www.beverlyhospital.org/find-a-doctor/physician/Steven-LaRosa-783
• David Nicolau
Title: Director of Center for Anti-Infective Research and Development at Hartford Hospital
Bio Link: http://profiles.uconn.edu/ProfileDetails.aspx?From=SEPerson=448
• Barry Fox
Title: Faculty at University of Wisconsin School of Medicine
Bio Link: http://www.uwhealth.org/findadoctor/profile/barry-c-fox-md/6027
• Trevor Van Schooneveld
Title: Assistant Professor, Section of Infectious Diseases at Nebraska Medicine
Bio LInk: http://www.nebraskamed.com/careers/education-programs/asp/team/trevor-
vanschooneveld
• Ellie Goldstein
Title: Clinical Professor of Medicine, UCLA School of Medicine
Bio Link: http://www.antimicrobe.org/authors/ellie%20jc_goldstein.asp
Topics to be discussed:
`` A brief summary of Ebola Virus.
`` Why is this outbreak so much worse than prior
Criteria:
• 1 virologist and 1 public health
expert on Ebola virus.
Deliverable:
Two qualified experts were proposed to the client and both participated as speakers on a
conference call hosted by our client with his clients joining to listen and participate in QA.
Consultants connected:
• Jeffrey Shaman
Title: Associate Professor of Environmental health Sciences at Columbia University
Bio Link: http://www.mailman.columbia.edu/our-faculty/profile?uni=jls106
• John Connor
Title: Associate Professor of Microbiology at Boston University
Bio Link: http://www.bumc.bu.edu/microbiology/people/faculty/john-h-connor-phd/
outbreaks? What is different and why?
`` How much is known and certain and inevitable about the epidemic and how much is still “up in the air”?
`` Is the situation under control in Africa? What are the continuing risks in Africa and the likely outcome?
`` What are the medical and economic risks to the US, to Europe and to other countries?
`` What public health measures are being taken in Africa? What measures are being taken outside
Africa? What others might be contemplated or considered?
`` What are the risks from the case in Dallas? What measures should businesses take with respect to
those risks today?
Case Study
Antibiotics Dosing, 1-on-1 Phone Calls
Sell-Side Senior Research Analyst
Case Study
ebola virus, conference call
Sell-Side Senior Research Analyst
Case Study
Case Study42 43Differentiation Differentiation
23. Topics to be discussed:
`` The current treatment paradigm (of each cancer area) –
prognosis, treatment modalities, other relevant factors.
Criteria:
• Key Opinion Leaders in five cancer
areas (NHL/CLL, Multiple Myeloma,
Breast Cancer, Lung Cancer,
Immuno-Oncology).
Deliverable:
2-3 KOLs per cancer area were proposed to the analysts and 1 per cancer area was
confirmed to serve as a speaker at an annual Oncology Event hosted by our clients at their office.
Consultants connected:
• Bruce Cheson
Title: Head of Hematology, and Director of Hematology Research at Lombardi
Bio Link: http://explore.georgetown.edu/people/bdc4/
• Kenneth Anderson
Title: Director of the Jerome Lipper Multiple Myeloma Center at Dana-Farber
Bio LInk: http://researchers.dana-farber.org/directory/profile.asp?pict_id=0000268gs=r
• Linda Vahdat
Title: Director of the Breast Cancer Research Program at Weill Cornell Medical College
Bio Link: http://weillcornell.org/ltvahdat
• Roman Perez-Soler
Title: Chairman, Department of Oncology; Deputy Director, Albert Einstein Cancer Center
Bio Link: http://www.montefiore.org/body.cfm?id=1735action=detailref=596
• Glenn Dranoff
Title: Director, Human Gene Transfer Laboratory Core, Dana-Farber Cancer Institute
Bio Link: http://www.dfhcc.harvard.edu/membership/profile/member/213/0/
Topics to be discussed:
`` Client is evaluating a potential investment in the athletic
footwear industry and wants to gain insight into global
markets and learn more about customer demand from a
retail and a wholesale perspective.
Criteria:
• Experts who can provide a global
overview of sales trends, explain
the supply chain and market for
materials, and discuss retail and
wholesale demand globally.
Deliverable:
Three experts are proposed to the client and all three are scheduled for 1-v-1 phone
consultations.
Experts sourced:
• Directors of supply chain process for a producer of athletic footwear in the US with experience
in international markets
• Marketing director and a GM of retail distribution based in China
• District sales manager for sports goods retailers in the US
Case Study
Case Study
oncology panel, special event
Sell-Side Healthcare Research Team, Client Event
Case Study
ATHLETIC FOOTWARE INDUSTRY, 1-on-1 phone calls
Sell-Side Senior Research Analyst
Case Study44 45Differentiation Differentiation
24. Topics to be discussed:
`` How vessels could be redeployed to the clean-up efforts
and how long this could take.
Criteria:
• Expert who can knowledgeably
discuss the topics on cleanup effort,
resources and timing, as it relates to
an oil spill.
Deliverable:
Two experts were sourced and connected to the client for 1-on-1 calls followed by their
participation as speakers on a conference call hosted by our client with his clients joining to listen
and participate in QA.
Experts sourced:
• Director of an offshore marine services firm
• Former Chairman and CEO of a leading provider of Platform Supply Vessels (PSVs) and Marine
Services company
Topics to be discussed:
`` Client is a multi-strategy asset manager assessing a
potential investment in one of the USA’s largest parking
services providers. Client needed to ramp up their
knowledge of the market dynamics, competitive landscape
and industry trends.
Criteria:
• Expert who has specific insights
on the operating models of the
target company (parking services
providers) and a major privately
held competitor.
Deliverable:
Client was connected with 3 high-level executives during dinner to discuss the topics. Client
followed up with each by phone for 1-on-1 calls thereafter as well.
Experts sourced:
• Former president and chief executive officer of the target company who headed the firm for 6
years and left the company 18 months prior to the consultation
• Former chief financial officer of the target company who left the company 13 months prior to
the consultation after 11 years tenure
• Chief operating officer of the key competitor
oil spill, conference call
Sell-Side Senior Research Analyst
Case Study
Case Study
Case Study
parking service providers, 1-on-1 phone calls
Sell-Side Senior Research Analyst
Case Study46 47Differentiation Differentiation
25. Quality is never an accident;
it is always the result of
high intention, sincere
effort, intelligent direction
and skillful execution; it
represents the wise choice
of many alternatives.
william a. foster
Medal of Honor and Purple Heart Recipient
AXON ADVISORS
120 E. Market St., #1257
Indianapolis, IN, 46204
axonadvisors.com
t. 317.800.7952
f. 317.800.7952