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Date Created: 12/22/15
VISTA ASSET MANAGEMENT LLC KENT B. WILLIAMS Mr. Williams is the managing member of Vista Asset Management LLC, an investment advisory firm, providing wealth management and strategic capital introductions. He has more than 40 years’ experience in the capital markets, including positions with U.S. Trust, Wood Island Associates and Merrill Lynch. He is a member of the board of directors of CopyTele, which develops and acquires patented technologies for the purposes of patent monetization and patent assertion. The company currently has 4 patent portfolios in the areas of Key Based Encryption, E-Paper® Electrophoretic Display, Nano Field Emission Display (“NFED”), and Micro Electro Mechanical Systems Display (“MEMS”). Mr. Williams is a founder of VIA Motors, a clean tech, plug-in electric vehicle (PHEV) company. VIA is a development stage automotive company which has designed a highly efficient, environmentally friendly, powertrain technology for light duty trucks, vans and SUVs. He raised initial and follow on capital for the company. Vista Asset Management LLC 2002-Present Managing Member – Business strategy and capital introductions – Wealth management and family office advisory CopyTele, Inc (“CTI”) 2012-Present Member, Board of Directors VIA Motors Inc 2011 Founder, Business Development, Capital Markets U.S. Trust Company (WIA acquired by UST in 1998 and sold to Schwab in 2000) 1998-2001 Senior Vice President, Sales and Business Development – Business strategy and relationship management Wood Island Associates 1982-1998 Principal, Portfolio Manager, Analyst, Head of Trading – Co-manager of an aggressive growth fund, a total return fund, and a market neutral hedge fund Page 1 of 2 Orinda, California 94563 925-254-3165 email@example.com Current Registration – Series 66 2003-Present Previous FINRA/NASD/Exchange Registration – Longview Financial Group, Inc 2008-2010 – Phoenix Equity Planning Corporation 2003 – L.H. Friend, Weinress Frankson & Presson, LLC 2002–2003 – Merrill Lynch 1978-1982 – Weeden & Co 1972-1978 – Holt Securities 1969-1972 Education & Membership – MBA, St. Mary's College of California – BA, University of California at Berkeley – Member, CFA Institute and CFA Society of San Francisco Experience Start Up Merger & Acquisition Business Development Customer Relations Sales and Marketing Investor Relations Strategic Advisory Capital Introductions Brand Management Product Licensing Intellectual Property Advisory Strategies Capital Markets Advisory Corporate Governance International Corporate Networking College MBA Advisor Kent B. Williams CV Page 2 of 2
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