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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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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

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AxonAdvisors

  • 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