Our
Team
James Lewin - Principal
Mr. Lewin's background includes over 35 years in
international, commercial and investment banking, and nearly
a decade as the principal shareholder and CEO of a rapidly
growing manufacturing and distribution business in California.
Today, Mr. Lewin splits his time between working with early
stage technology entrepreneurs including National Science
Foundation grantees and advising and consulting entrepreneurs
on matters related to business planning, as well as capital
markets and funding strategies. During his 20 years at Security
Pacific Bank, Mr. Lewin served in a number of senior management
positions in the U.S. and internationally. Applicable assignments
included responsibility for the funding of all of the institution’s
subsidiaries and affiliates domiciled outside of the U.S.,
general management of two overseas affiliates and general
management of the bank’s California staff departments.
For two years, he served as President, Director and CEO of
Guardian Bancorporation, Los Angeles, California. Mr. Lewin
has extensive senior management and Board of Director experience.
He is a graduate of the University of Cincinnati where he
earned a B.A. in Political Science.
Bill Fiduccia - Founder
& Principal
Bill has an extensive background in business planning
and strategic consulting with venture-funded and private owner
managed companies. He is the co-founder of BizPlanIt, a professional
business plan consultancy, where he has built a history of
results-driven consulting expertise to develop sound planning,
business model and financial strategies that attract capital
for clients. After obtaining his Series 7 and 63 securities
licenses, Bill worked as an investment banker focused on small-cap
growth companies with J.W. Gant & Associates. He is a
graduate of Arizona State University’s Business Honors
Program with a major in Accountancy and a minor in Entrepreneurial
Studies. Under the leadership of the Director of the Center
for the Advancement of Small Business, Bill completed and
defended the University’s first business plan honors
thesis, which later served as the operating plan from which
he launched an online employee recruiting business for emerging
businesses.
Contact Information
To discuss your specific business planning needs,
call us at (480) 595-7227, email our team at plan@bizplanit.com
or request
more information now.
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