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Our founder, Jan Levine, has enjoyed a very diverse career that allows him to converse with business executives and professionals at their particular level...creating powerful additional benefits for your organization that work.

He is a seasoned business executive and revenue leader with more than 30 years of experience helping organizations launch, scale, and stabilize sales and operational functions across Financial Services, Software & Hardware Development, Energy & ESG Solutions, Specialty Manufacturing, Transportation & Distribution and Technology-Enabled Services.

Bankers Life – Financial Professional

Top 10% producer nationally, providing insurance, retirement, and financial planning solutions to business owners and their key Team Members

SynerX, LLC – Founder & Chief Executive Officer

Led the commercialization of a new fuel optimizer, leveraging deep experience in oil & gas remediation and transportation operations. Guided market entry, partnerships, and revenue strategy in energy-adjacent markets.


Business Benefits Solutions – Co-Founder & EVP

Built a disruptive, low-cost benefits consulting platform focused on employee retention and cost reduction. Led sales strategy, partnerships, and client acquisition efforts.


Global EcoSciences, Inc. – Founder  &  CEO

Led development and commercialization of innovative ESG and environmental remediation solutions. Delivered projects for major energy companies including Sunoco, Exxon, and Gulf Oil.


kloudtrack® – Founder & CTO

Architected and led a secure cloud-based compliance, data and workflow management platform for the financial services  sector. Clients included Jefferson-Pilot, Lincoln Financial, JW Seligman and others.. Oversaw product strategy, enterprise sales support, and client implementations.


Imageers, Inc. – Founder & President

Created the industry’s first integrated imaging and data management system (TIMS).

Secured enterprise clients including Arthur Andersen, SG Warburg, Texaco, Turner, and Coty Cosmetics.

United Engineers – Regional Vice President

Led sales and operations across engineering, specialty manufacturing, IT consulting, and contract engineering divisions. Clients included United Technologies, GE , Pepperidge Farms and Purolator.


Investors Diversified Services (Ameriprise) – Registered Representative

Top performing advisor of 5,000 representatives.

Year 2 ranked #3 in Business Sector 

Year 3 ranked #5 overall 

Community Service & Volunteer Activity

2025 - current                 S.C.O.R.E.                                          Certified Business Mentor

2015 - 2016                       Taproot Foundation                    Account Director

2012 - 2015                        FedPlatform.Org                          Director of Compliance

2012 - 2015                        Canadian Cloud Council         Compliance Advisor

2011 - 2014                        NIST                                                       Cloud Reference Architecture Committee Leader

Prior:           United Way of Boston                                   Budget Committee Chairman

                       United Jewish Appeal                                   Vice-President

                       Beth-El Synagogue                                          Vice-President

                  

              

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