JB

Jeff Baer

Board Member and Strategic Advisor

Wilmington, North Carolina

Invests in

Skills

Risk Management
Outsourcing
Investments
Portfolio Management
Asset Management
Sustainability
Strategic Planning
Mergers
Strategic Partnerships
Consulting
Change Management
Real Estate
Purchasing
Source-to-Pay
Energy Efficiency
Green Building
Eco Efficiency
Asset Managment
Management Consulting
Mergers & Acquisitions

Education

Work Experience

Wippy, Inc

2016

  • Co-Founder and Strategic Advisor

    2016

    Partnering with founding team to develop and roll out a disruptive e-commerce platform in the automotive remarketing direct to retail industry

Duke Angel Network

2018

  • Investor

    2018

AtmosAir Solutions / Clean Air Group Inc.

2017 - 2019

  • Member Board Of Directors

    2017 - 2019

1999 - 2016

  • Managing Director - Senior Portfolio Manager Retrofit Finance

    2013 - 2016

    Responsible for creating a new investment management business and delivery platform to deploy institutional capital into the retrofits of physical buildings that were paid back at risk out of the energy savings achieved.

  • Head of Global Logistics Services

    2003 - 2013

    Global mandate from Management Board to create and lead a centralized corporate services organization comprised of Purchasing, Accounts Payable, Travel, Sustainability and Corporate Real Estate to deliver transformational cost reduction. Chair of the Global Real Estate Committee. Founding member of the Environmental Steering Committee and Deutsche Bank Climate Change Advisory Board. Served on the Group Operating Committee, IT & Operations Committee, Global Technology & Operations Executive Committee, and Americas Community Reinvestment Committee.

  • Managing Director Global Technology and Operations

    1999 - 2003

    2003 Global CIO – Deutsche Asset Management and Private Wealth Management Interim executive bridging recruitment of external specialist hire. Responsible for approximately 1,700 staff across 20 countries. 2002 - 2003 Co-Head IT Infrastructure – Corporate and Investment Bank (CIB) Line manager responsible for all Deutsche Bank IT Client Services and Technology Risk Management staff globally. Product and service portfolio of ~900 staff delivering desktop technology, market data services, e-mail, remote access and IT security. 2001 - 2002 Global Chief Operating Officer – IT Infrastructure & CIO Americas Mandated to re-engineer and reduce the $1.4 billion Deutsche Bank IT Infrastructure budget while providing executive capacity to transform the technology organization. Additionally, regional CIO with responsibility for 5,000+ staff across IT Infrastructure, Application Development and Operations. Led September 11th response and recovery as well as primary regulatory point of contact for technology matters. 1999 - 2001 Merger Integration Executive and Global Head of Technology Investments Recruited to lead Deutsche Bank’s global technology post-merger integration activities for the $9.6 billion Banker's Trust acquisition. Responsible for 400+ person project team operating in NY, London and Singapore.

  • Member Finance and Audit Committees of the Board of Directors

    2014 - 2016

  • Member Board of Directors

    2014 - 2015

    Appointed Management Board Member representing the Financial Services industry.

  • Ownership Executive and Management Board Member

    2008 - 2014

    Requested by Deutsche Bank CEO to take on additional executive responsibility for completing the $4 billion construction, brand launch and 5,000+ person company stand-up of The Cosmopolitan of Las Vegas, a Deutsche Bank subsidiary. Upon opening, served as Management Board Member and also served on the Finance, Audit and Compensation Committees. Holder of a Nevada Gaming Commission casino license.

  • Partner

    1992 - 1999

    Led project teams globally serving senior management in the financial services industry to identify and solve strategic, organizational and operational challenges. Responsible for all aspects of problem solving, client management and staff development. Global Head of Strategic Sourcing Practice.

Hallac Associates

1989 - 1990

  • Head Trader

    1989 - 1990

Intermarket Management

1987 - 1989

  • Trader and Analyst

    1987 - 1989