Post on 05-Dec-2014
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Company OverviewQ4 2010
Jason Velez President/CEO
3
business solutionsbusiness solutions
Our firm’s core competencies span a wide array of industries,
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
CCrystal vision, inc.rystal vision, inc.
Crystal vision, inc.
Connect with crystal vision whenever you are
in need of our services. You will be able to
obtain all company updates and current
events on our wesbite, facebook, twitter,
Blogger, and linkedin by spring 2011.
We look forward to partnering with you.
whether it is to obtain our professional
opinions on a specific subject matter or to
brainstorm regarding an upcoming project.
When you think of your next business
partners, think of crystal vision.
NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT
TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Contact information:
3
business solutionsbusiness solutions
Our firm’s core competencies span a wide array of industries,
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
CCrystal vision, inc.rystal vision, inc.
Crystal vision, inc.
Connect with crystal vision whenever you are
in need of our services. You will be able to
obtain all company updates and current
events on our wesbite, facebook, twitter,
Blogger, and linkedin by spring 2011.
We look forward to partnering with you.
whether it is to obtain our professional
opinions on a specific subject matter or to
brainstorm regarding an upcoming project.
When you think of your next business
partners, think of crystal vision.
NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT
TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Contact information:
Our Mission Statement
2
“AT CRYSTAL VISION, WE BELIEVE THAT TO BE THE ABSOLUTE BEST WE
MUST PROVIDE INSIGHTFUL STRATEGIC INTELLIGENCE WHILE SERVICING
CLIENTS THE ATTENTION THEY DESERVE. THE CLIENT’S VISION IS OUR VISION.”
Jason Velez
Founder & CEO
3
business solutionsbusiness solutions
Our firm’s core competencies span a wide array of industries,
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
CCrystal vision, inc.rystal vision, inc.
Crystal vision, inc.
Connect with crystal vision whenever you are
in need of our services. You will be able to
obtain all company updates and current
events on our wesbite, facebook, twitter,
Blogger, and linkedin by spring 2011.
We look forward to partnering with you.
whether it is to obtain our professional
opinions on a specific subject matter or to
brainstorm regarding an upcoming project.
When you think of your next business
partners, think of crystal vision.
NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT
TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Contact information:
Our Guiding Principles
3
PrinciplesWe understand our competencies & leverage our expertise to deliver optimal business solutions.
We discourage mediocrity and encourage our people to maximize their “intellectual capital.” We believe EVERY client matters.
We are committed to creating long-term partnerships with our clients.
We believe there is no substitute for delivering exceptional quality, work ethic, and client service.
PhilosophyNever get into to the deep end of the pool unless you know how to swim; be comfortable with what you know & and accept what you don’t.
We have an endless desire to be the best at what we do; marginal effort leads to marginal results. We believe in equitable distribution of our services; all clients receive our full commitment - period.
We are not a “one-off” service provider; sustainable relationships matter - the longer, the better.
The client’s success, is our success. If they fail, we fail. We detest failure.
3
business solutionsbusiness solutions
Our firm’s core competencies span a wide array of industries,
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
CCrystal vision, inc.rystal vision, inc.
Crystal vision, inc.
Connect with crystal vision whenever you are
in need of our services. You will be able to
obtain all company updates and current
events on our wesbite, facebook, twitter,
Blogger, and linkedin by spring 2011.
We look forward to partnering with you.
whether it is to obtain our professional
opinions on a specific subject matter or to
brainstorm regarding an upcoming project.
When you think of your next business
partners, think of crystal vision.
NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT
TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Contact information:
Our Areas of Practice
4
Business Solutions
Our firm’s core competencies span a wide array of industries, specialties, and operational concentrations.
Allow us the opportunity to assess your current business needs and build customized solutions for your organization.
Our consultations are at no cost to you.
3
business solutionsbusiness solutions
Our firm’s core competencies span a wide array of industries,
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
CCrystal vision, inc.rystal vision, inc.
Crystal vision, inc.
Connect with crystal vision whenever you are
in need of our services. You will be able to
obtain all company updates and current
events on our wesbite, facebook, twitter,
Blogger, and linkedin by spring 2011.
We look forward to partnering with you.
whether it is to obtain our professional
opinions on a specific subject matter or to
brainstorm regarding an upcoming project.
When you think of your next business
partners, think of crystal vision.
NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT
TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Contact information:
5
Our Proprietary Technology(DataDiamond.com Model Specification)*
*The model is currently in development phase - projected launch Q2 2011
Model BenefitsSuperior Financial AnalysisExtensive Financial ReportingPowerful Workflow CapabilitiesEnhanced Risk ModelingForecastingValuationProject ROI AnalysisInvestment PackagesCapital Structure AssessmentBudget ManagementUS GAAP/IFRS CompliantUser Friendly Interface/PlatformSource System Capability (SAP, Oracle)Customizable SolutionsData StorageWorld-Class Information SecurityExpansive Training ModuleCost Effective Version UpdatesApplicable to All Major IndustriesSuperior Customer Support
Our Financial Analysis Model
Crystal Vision’s proprietary financial analysis model is the only one of its kind. It’s unique reporting, workflow, and output capabilities would prove to be a valuable technological asset to ANY business. Not only will businesses have the ability to have customizable analysis tools at their fingertips, but they can choose to sell their company data through our financial data auction model. This creates the open flow of business data to companies seeking to raise capital for an IPO or solicit potential partners to help grow their existing business model.
3
business solutionsbusiness solutions
Our firm’s core competencies span a wide array of industries,
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
CCrystal vision, inc.rystal vision, inc.
Crystal vision, inc.
Connect with crystal vision whenever you are
in need of our services. You will be able to
obtain all company updates and current
events on our wesbite, facebook, twitter,
Blogger, and linkedin by spring 2011.
We look forward to partnering with you.
whether it is to obtain our professional
opinions on a specific subject matter or to
brainstorm regarding an upcoming project.
When you think of your next business
partners, think of crystal vision.
NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT
TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Contact information:
Our Clients
6
20%
20%
10%
50%
Finance & Banking Fashion Technology Other
Our Projected Client Mix
Targeting greater than 50 “blue-chip” global clients
12 countries across North America, Europe, Asia, Latin America
5-year expansion plan (2010 - 2015) targeting 20% annual growth in client base
Primary sectors of practice: Banking & Finance, Technology, Other (Manufacturing, Media)
Non-profit clients: Foreign and Domestic Municipalities (Project P.E.G.A.S.U.S)
Previous Clients - American Express, Royal Bank of Scotland, AIG, Pfizer, Itochu International, Swedish Match
3
business solutionsbusiness solutions
Our firm’s core competencies span a wide array of industries,
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
CCrystal vision, inc.rystal vision, inc.
Crystal vision, inc.
Connect with crystal vision whenever you are
in need of our services. You will be able to
obtain all company updates and current
events on our wesbite, facebook, twitter,
Blogger, and linkedin by spring 2011.
We look forward to partnering with you.
whether it is to obtain our professional
opinions on a specific subject matter or to
brainstorm regarding an upcoming project.
When you think of your next business
partners, think of crystal vision.
NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT
TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Contact information:
Our Methodology & Approach
7
9-Point Client Service
Strategy
Industry Expertise
Customized&
Sustainable Solutions
CompetitivePricing &
Rates
Client Satisfaction
World-Class Client Service
Crystal Vision is not just a standard service organization. We are business partners who thrive on doing things “the right way.”
3
business solutionsbusiness solutions
Our firm’s core competencies span a wide array of industries,
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
CCrystal vision, inc.rystal vision, inc.
Crystal vision, inc.
Connect with crystal vision whenever you are
in need of our services. You will be able to
obtain all company updates and current
events on our wesbite, facebook, twitter,
Blogger, and linkedin by spring 2011.
We look forward to partnering with you.
whether it is to obtain our professional
opinions on a specific subject matter or to
brainstorm regarding an upcoming project.
When you think of your next business
partners, think of crystal vision.
NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT
TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Contact information:
Our Global Expansion Plan
8
Target Period: 2012Target Organization(s): Itochu, Sumitomo, Mass Mutual, Bak of Japan, HSBC
Target Period: 2013Target Organization(s): Edoma Partners, Goldman Sachs, PepsiCo, Citigroup, Barclays, Lloyd’s, Bank of Ireland,
Seagate
Target Period: 2014 -2015Target Organization(s): UBS, Credit Suisse, Nestle, PepsiCo, Novartis
Target Period: 2014-2015Target Organization(s): Hermes, LVH, Chanel, BNP Paribas, Citigroup, DIOR,, Capgemini
Target Period: 2013Target Organization(s): Banco Santender, Banco Popular Espanol, Telefonica de Espana
Target Period: 2012-2013Target Organization(s): UAE Stock Exchange, Abu Dhabi Commercial Bank, Commercial Bank of Dubai
Target Period: 2010 - 2012Target Organization(s): Goldman Sachs, Honeywell, Citigroup, AMEX, RBS, UBS, Ralph Lauren, Hermes, Chanel, Sony Entertainment, Pfizer, AIG
Target Period: 2011Target Organization(s): Honeywell, P&G, Novartis, Royal Bank of Canada, Hewlett Packard
Target Period: 2012Target Organization(s): Unibanco, Petrobras, Banco Brasil, Brasil Telecom
Target Period: 2012- 2013Target Organization(s): Banco Santurce, Banco UNB, Sancor
Target Period: 2012- 2013Target Organization(s): Colgate-Palmolive, PepsiCo, Banco Popular
Target Period: 2012 - 2013Target Organization(s): TV Azteca, Bancomer, Coca-Cola, Groupo Televisa
CVI is seeking to expand its consulting & advisory business to 12 different
countries and greater than 50 targeted clients over
the next 5 years.
3
business solutionsbusiness solutions
Our firm’s core competencies span a wide array of industries,
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
CCrystal vision, inc.rystal vision, inc.
Crystal vision, inc.
Connect with crystal vision whenever you are
in need of our services. You will be able to
obtain all company updates and current
events on our wesbite, facebook, twitter,
Blogger, and linkedin by spring 2011.
We look forward to partnering with you.
whether it is to obtain our professional
opinions on a specific subject matter or to
brainstorm regarding an upcoming project.
When you think of your next business
partners, think of crystal vision.
NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT
TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Contact information:
Our Social Responsibility
9
Project P.E.G.A.S.U.S
Progressive Entrepreneurs Goodwill Association Serving Underprivileged Societies) is a non-profit initiative launched by a consortium of independently managed businesses to provide consulting and advisory services to impoverished municipalities in the U.S. and underdeveloped emerging markets abroad requiring assistance with financial risk management policy and infrastructure.
365 Days of CaringIn addition to servicing our clients through our consulting practice, charity is of pre-eminent importance to our organization. Starting in 2011, I will be training for a bi-atholon. As the leader of my organization, what better opportunity than to train and raise money for the charities we support (St.Jude, Ronald McDonald House, UNICEF, AHA, ADA). My goal is to recruit at least 25 individuals to join me on the 365 days of caring mission... the financial goal would be for each person to raise $2,500. If achieved, our grand total would be $62,500. That would provide each of our five charities with $12,500!
Our Charities
All proceeds will be reinvested into the impoverished communities we serve. Residual proceeds will be donated to St. Jude’s Children Research Hospital (Partner in Hope Program), Ronald McDonald House, UNICEF, American Heart Association, and the American Diabetes Association.
3
business solutionsbusiness solutions
Our firm’s core competencies span a wide array of industries,
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
CCrystal vision, inc.rystal vision, inc.
Crystal vision, inc.
Connect with crystal vision whenever you are
in need of our services. You will be able to
obtain all company updates and current
events on our wesbite, facebook, twitter,
Blogger, and linkedin by spring 2011.
We look forward to partnering with you.
whether it is to obtain our professional
opinions on a specific subject matter or to
brainstorm regarding an upcoming project.
When you think of your next business
partners, think of crystal vision.
NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT
TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Contact information:
Our People
10
Jason VelezPresident/CEO
ChiefOperating
Officer
ChiefMarketing
Officer
Director,Client
Relations
Board of Advisors&
Oversight Committee
Consulting &
AdvisoryStaff
MANAGEMENT & BOARD OF DIRECTORS“A DYNAMIC BLEND OF TALENTED AND EXPERIENCED LEADERS, STRATEGISTS, AND INDUSTRY EXPERTS MAKES OUR COLLECTIVE TEAM A VALUABLE RESOURCE FOR ANY ORGANIZATION. WE THRIVE ON DOING THINGS THE RIGHT WAY PRIDING OURSELVES ON EXCEPTIONAL QUALITY AND CLIENT SERVICE. TO US, THERE IS JUST NO OTHER WAY TO DO BUSINESS.”
WORLD-CLASS EXPERIENCELEADERSHIP TEAM: 50 Years of cumulative experience
BOARD MEMBERS: Average 20 years of executive experience
INDUSTRIES: Consulting, Project Management, Financial Services, Accounting, Lean Six Sigma, Manufacturing, Information Technology, Audit, Risk Management, and Marketing
COMPANIES: Goldman Sachs, Citigroup PepsiCo, Honeywell
3
business solutionsbusiness solutions
Our firm’s core competencies span a wide array of industries,
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
CCrystal vision, inc.rystal vision, inc.
Crystal vision, inc.
Connect with crystal vision whenever you are
in need of our services. You will be able to
obtain all company updates and current
events on our wesbite, facebook, twitter,
Blogger, and linkedin by spring 2011.
We look forward to partnering with you.
whether it is to obtain our professional
opinions on a specific subject matter or to
brainstorm regarding an upcoming project.
When you think of your next business
partners, think of crystal vision.
NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT
TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Contact information:
Our Culture
11
Professional Culture(Our Operating Pillars)
Continuous improvement to be the best
Professional intellectualism & freedom of thought
Charity and social responsibility are central to our success
Client first, team first
Be passionate about providing first-class client service
Our Symbol
The Crystal Vision company logo is the Zia. This native American symbol represents strong body, a clear mind, a pure spirit, and a devotion
to the welfare of others. These attributes link closely to our organization’s formula for success.
3
business solutionsbusiness solutions
Our firm’s core competencies span a wide array of industries,
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
CCrystal vision, inc.rystal vision, inc.
Crystal vision, inc.
Connect with crystal vision whenever you are
in need of our services. You will be able to
obtain all company updates and current
events on our wesbite, facebook, twitter,
Blogger, and linkedin by spring 2011.
We look forward to partnering with you.
whether it is to obtain our professional
opinions on a specific subject matter or to
brainstorm regarding an upcoming project.
When you think of your next business
partners, think of crystal vision.
NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT
TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Contact information:
Our Code of Ethics
12
Corporate Governance
Conflict of Interest
Confidentiality
of Client Information
Information Security
Code of Conduct
Protection of Company
Assets
Management of Internal Controls
Regulatory Compliance
Diversity & Inclusion
Crystal Vision’s internal control environment and ethical responsibility to our clients and industry is of paramount importance to our operation.
CVI Corporate Governance Model
Internal AuditExternal Audit
Code of Conduct TrainingFraud Training
Regulatory TrainingWhistle-Blower Initiative
Policies & ProceduresBusiness Impact Analysis
Risk AssessmentSAS 70
Our View
“We are a privately held firm that manages its corporate
governance policy & procedures with the rigorous discipline of a publicly traded multi-national organization.
It imperative that our employees maintain the highest ethical code in all business relations and in
matters that will affect the reputation of the firm and its
clients.”
3
business solutionsbusiness solutions
Our firm’s core competencies span a wide array of industries,
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
CCrystal vision, inc.rystal vision, inc.
Crystal vision, inc.
Connect with crystal vision whenever you are
in need of our services. You will be able to
obtain all company updates and current
events on our wesbite, facebook, twitter,
Blogger, and linkedin by spring 2011.
We look forward to partnering with you.
whether it is to obtain our professional
opinions on a specific subject matter or to
brainstorm regarding an upcoming project.
When you think of your next business
partners, think of crystal vision.
NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT
TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Contact information:
Our Service Guarantee
13
Developing customized business solutions and delivering exceptional quality is our firm’s lifeblood. We will make your vision, our vision. Provide us the opportunity to serve your organization and you will have loyal partners for the life of your business. That is our unwavering promise and guarantee.