Rollins College

Florida State University

Newell Anderson Enterprises

Investment Banking
www.queensgiant.com
newell.anderson@queensgiant.com
917.656.8142

QueensGiant LLC

Managing Director

Caccioppoli-Anderson Marketing Agency

Principal Partner

Public Relations Program, Image & Brand Positioning A successful public relations campaign helps create or hone your image. The most successful businesses begin with a clear understanding of what they are trying to achieve and how they stand out from the crowd. Our personal relationships with our clients allow us to create personalized publicity programs that combine substance with style. Our innovative communications and marketing strategies clearly express what's unique about you, whether you are launching a new business, revitalizing an existing one, or broadening your customer base.

Caccioppoli Anderson Marketing Agency

Principal Partner 

Mergers & Acqusistions Middle Market / Private Equity / Consultant and Strategist / Buy-Sell Businesses and Exit Strategies.
* Business Succession Planning      * Key Man   * Executive Benefits  *Employee Benefits  * ESOP   * Human Resources   * Business Continuation Planning  * Financial Strategies - Family Owned Businesses  * Wealth Conservation   * Wealth Creation  * Large benefit Programs  * Group Disabilities & Life Programs

President & Chief Executive Officer

Entrepreneur / Investor / Trader / Private Equity / Venture Capital / Private Wealth Management and Wall Street Consultant 

Newell Anderson Enterprises

New York Office:

NWA International LLC

President / CEO

BDO Seidman LLP; Seidman Private Advisors LLC

I coordinated the financial affairs of select clients and their families; dealing with high net worth families to develop solutions to their financial needs.

BDO Seidman LLP; Seidman Private Advisors LLC

Senior Managing Director | Northeast & Mid-Atlantic Regions

Develop comprehensive wealth management strategies for high net worth families. 

Coordinator a team of specialists around the family to deliver the solutions required. 

Enhance cross-sell relationships with internal partners in Tax, Audit, Consulting, Valuations, Real Estate and M&A. Responsible for east coast operations in wealth management. High level client relationship and family service and focus.

Coordinated the financial affairs of select clients and their families. Developed and implemented comprehensive wealth management strategies for high net worth individuals and families.

Formulated teams of specialists around the $5mm+ and ultra high net worth clients ($20mm+) based on the needs and goals using wealth management issues and strategies.

Private Investment Banker

Vice President | Financial Consultant | Private Wealth Management

Developed and implemented comprehensive wealth management strategies on team approached basis for accredited investors and high net worth individuals and families.
Sourced prospects and clients to appropriate channel to provide comprehensive based solutions using financial planning as guide. Leading team to invoke wealth management approaches.

Formulated, directed and implemented wealth management training for PWM team and lines of business partners to foster introductions from a wide variety of sources.

Directed marketing activities and business plans to achieve directed goals.

Family office direction for ultra wealthy with a minimum of $20mm with 56 introductions in 2 years.

Developed and lead the group into the premier wealth management team in the organization. Initiated and developed extensive relationships with partner groups for cross-selling introductions as a team.

Developed commercial, real estate, mortgage and automotive groups for this purpose through relationship building, training and education. Extensive cross-sell relationships and quid pro quo introductions.

Member of the Executive Vice President Committee for development and execution of Private Wealth Management strategies. Revenues of $1.6mm and $2.4mm.

SunTrust Private Wealth Management

Vice President | Wealth Strategist | Private Wealth Management

Responsible for investment and wealth management activity of high net worth &amp; accredited investors.

Development of new clients that meet required investment criteria.

Responsible for generation of revenues of wealth management activities.

Assets exceeding $200mm and revenues of $2mm+

Mellon Financial Corporation

Vice President | Private Client Advisor

A Private Wall Street Investment Banking Firm - New York City.

Managed Investment of Private Wealth Management clients network through market investments, asset and money management.

Investment Banker Investment Management

Private Client Group

P & L responsibility in development of new international business, sales, and profits of worldwide distributors.

Implemented and directed 5-year business plans, international fleet programs, and marketing/merchandising strategies.

Extensive direction & involvement in mergers and acquisitions and takeovers with worldwide distributors.

Developed and implemented product plans, sales support programs and business plans for international operations and worldwide distributors.

Designed and successfully implemented buyout plans for all European distributors.

Formulated, directed and successfully implemented separation terms for existing international joint ventures.

Initiated lobbyist activities at the United Nations, State Department, UNA/USA, USAID, IMF, & World Health Organization.

Developed and implemented in depth worldwide market and business development strategies.

Developed, implemented and directed international financial statements and reporting for all worldwide distributors. Coordinated all legal, financial, credit and regional worldwide offices in the appointment and establishment of all agreements, mergers, acquisitions, buyouts, takeovers and terminations.

Drafted international distributors agreements for legal approvals and implementations.
Negotiated all aspects of the appointments of worldwide distributors/dealers in a coordinated effort with Legal.

Responsible for all international trademarks throughout the world in coordination with Legal. Developed, initiated and reviewed international audits of distributors on a worldwide basis. Negotiated and directed international operation on takeovers, buyouts, mergers & acquisitions and business operations. Coordinated and directed relations and strategies with international advertising agencies and international distributors.

Chrysler

Director, International Development & Business Operations

Enhanced sales and profits by implementing quality improvement programs and upgrading/replacing clients.

Responsible for direction to #1profit division in the country with increased market penetration, sales and profits.

Directed merger and acquisitions activity, business turnarounds, take-overs and buy-outs. Developed financial analysis and profit development meetings for improvement of poor performers. Responsible for the implementation of all marketing, merchandising and promotional events. 

Appointment of all dealers through contract negotiations and directed all training operations.

Responsible for the implementation of advertising agencies promotional efforts. Directed 5 advertising associations with annual billings exceeding $125,000,000. Responsible for SWAT teams that initiated the conducting audits on business operations. Responsible for the direction and implementation of all public relations events.

Chrysler Corporation

Business Manager

Directed the development of all advertising, marketing and promotional activities of 5 dealer-advertising associations.

Increased annual billings by 351%.

Member of special corporate executive team for PR activities, corporate communications &amp; investor relations.

Directed relations and accounts with corporate, dealers and advertising agencies: BBDO, Bozell, K&amp;E and CME.

Manager of Marketing, Corporate Communications & Public Relations

Business Manager International Operations

Maximized sales, profits, and market penetration to accomplished #1 leasing &amp; rental market ranking in the country.

District Manager: Fleet Leasing & Rental

Held P & L responsibility and turned under-performing district to #1 district in country of sales and profits.

Directed appointments and terminations of clients. Responsible for all inventory, sales, profitability, and market penetrations of districts. Responsible for public relations activities and advertising in district.

Enhanced sales and profits by implementing quality improvement programs and
upgrading/replacing clients. 

Responsible for direction to #1profit division in the country with increased market penetration, sales and profits. Directed merger and acquisitions activity, business turnarounds, take-overs and buy-outs. 

Developed financial analysis and profit development meetings for improvement of poor performers. Responsible for the implementation of all marketing, merchandising and promotional events.

Appointment of all dealers through contract negotiations and directed all training operations.

Responsible for the implementation of advertising agencies promotional efforts. Directed 5 advertising associations with annual billings exceeding $125,000,000. Responsible for SWAT teams that initiated the conducting audits on business operations and for the direction and implementation of all public relations events.