Crystal Vision is a business consulting firm that offers a wide range of services across many industries. They aim to assess clients' needs and develop customized solutions at no cost. The firm is led by an experienced management team and prides itself on exceptional client service. It also has a social responsibility program focused on helping underserved communities.

1. When you think of your next business
partners, think of crystal vision.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
C rystal vision, inc.
business solutions
Contact Overview
Company
Our firm’s core competencies span a wide array of industries,
information:
specialties, and operational concentrations. Allow us the opportunity
Q4 2010
to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
NEW YORK • NE W JERSEY • C ONNECTICUT
Jason Velez
TEL: 914 - 844 - 4752 President/CEO
EM AIL: JASON.VELEZ@C RYSTALVIZ.NET FAX: 914 - 902 - 5736

2. PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
C rystal vision, inc.
Our Mission Statement
business solutions
Our firm’s core competencies span a wide array of industries,
Contact information:
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.
“AT CRYSTAL VISION,• BELIEVE JERSEY BE THE ABSOLUTE BEST WE
NEW YORK WE NE W THAT TO • C ONNECTICUT
MUST PROVIDE INSIGHTFUL STRATEGIC INTELLIGENCE WHILE SERVICING
CLIENTS THE ATTENTION THEY DESERVE. THE CLIENT’S VISION IS OUR VISION.”
Jason Velez
TEL: 914 - 844 - 4752 EM AIL: JASON.VELEZ@C RYSTALVIZ.NET Founder & CEO
FAX: 914 - 902 - 5736
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3. PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
C rystal vision, inc.
Our Guiding Principles
business solutions
Principles Philosophy
Our firm’s core competencies span a wide array of industries,
We understand our competencies & leverage our expertise Never get into to the deep end of the pool unless you
Contact information:
to deliver optimal business solutions.
specialties, and operational concentrations. Allow us the opportunity
We discourage mediocrity and encourage our people to
know how to swim; be comfortable with what you
know & and accept what you don’t.
to assess your current business needs and build customizedatsolutions
maximize their “intellectual capital.” We have an endless desire to be the best what we do;
marginal effort leads to marginal results.
for your organization. Our consultations are at no cost to you.
We believe EVERY client matters.
We believe in equitable distribution of our services; all
We are committed to creating long-term YORK with
NEW partnerships • NE W JERSEY •clients receive our full commitment - period.
• C ONNECTICUT
C ONNECTICUT
our clients.
We are not a “one-off” service provider; sustainable
We believe there is no substitute for delivering exceptional relationships matter - the longer, the better.
quality, work ethic, and client service.
The client’s success, is our success. If they fail, we fail.
We detest failure.
TEL: 914 - 844 - 4752 EM AIL: JASON.VELEZ@C RYSTALVIZ.NET FAX: 914 - 902 - 5736
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4. PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
C rystal vision, inc.
Our Areas of Practice
business solutions
Our firm’s core competencies span a wide Business of industries,
array Solutions
Contact information: span a wide array of
specialties, and operational concentrations. Allow us the opportunity
Our firm’s core competencies
to assess your current business needs and build customized solutions
industries, specialties, and operational concentrations.
for your organization. Our consultations are at no cost to you. current business
Allow us the opportunity to assess your
NEW YORK • NE W JERSEY • build customized solutions for your organization.
needs and C ONNECTICUT
Our consultations are at no cost to you.
TEL: 914 - 844 - 4752 EM AIL: JASON.VELEZ@C RYSTALVIZ.NET FAX: 914 - 902 - 5736
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5. PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
Crystal vision, inc.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
C rystal 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,
Our Financial Analysis Our Proprietary Technology
Blogger, and linkedin by spring 2011.
Model We look forward to partnering with you.
Crystal Vision’s proprietary
financial analysis model is the only
whether it is to obtain our professional Model
(DataDiamond.com Specification)*
one of its kind. It’s unique opinions on a specific subject matter or to
reporting, workflow, and output brainstorm regarding an upcoming project.
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
business solutions
When you think of your next business
partners, think of crystal vision.
fingertips, but they can choose to
sell their company data through
our financial data auction model.
Our firm’s core competencies span a wide array of industries,
This creates the open flow of
business data to companies seeking specialties, and operational concentrations. Allow us the opportunity
to raise capital for an IPO or solicit
potential partners to help grow
their existing business model. to assess your current business needs and build customized solutions
for your organization. Our consultations are at no cost to you.
Model Benefits
Superior Financial Analysis
Extensive Financial Reporting
Powerful Workflow Capabilities
Enhanced Risk Modeling
Forecasting
Valuation
Project ROI Analysis
Investment Packages
Capital Structure Assessment
Budget Management
Contact information:
US GAAP/IFRS Compliant
User Friendly Interface/Platform
Source System Capability (SAP,
Oracle)
Customizable Solutions NEW YORK • NE W JERSEY • C ONNECTICUT
Data Storage
World-Class Information Security
Expansive Training Module
Cost Effective Version Updates
Applicable to All Major Industries
Superior Customer Support TEL: 914 - 844 - 4752 EM AIL: JASON.VELEZ@C RYSTALVIZ.NET FAX: 914 - 902 - 5736
*The model is currently in development phase - projected launch Q2 2011
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6. PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
C rystal vision, inc.
Our Clients Our Projected Client Mix
Finance & Banking Fashion Technology Other Targeting greater than 50 “blue-chip” global clients
business solutions
12 countries across North America, Europe, Asia,
Our firm’s core competencies span a wide array of industries, Latin America
Contact information:
specialties, and operational concentrations. Allow us the opportunity
20%
to assess your current business needs and build customized solutions
5-year expansion plan (2010 - 2015) targeting 20%
annual growth in client base
for your organization. Our consultations are at no cost to you.
50% Primary sectors of practice: Banking & Finance,
NEW YORK • NE W JERSEY • C ONNECTICUT
Technology, Other (Manufacturing, Media)
20%
Non-profit clients: Foreign and Domestic
Municipalities (Project P.E.G.A.S.U.S)
TEL: 914 - 844 - 4752 10% EM AIL: JASON.VELEZ@C RYSTALVIZ.NET
Previous Clients - American Express, Royal Bank of - 5736
FAX: 914 - 902
Scotland, AIG, Pfizer, Itochu International,
Swedish Match
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7. PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
C rystal vision, inc.
Our Methodology & Approach
Crystal Vision is not just a standard service organization. We are
business partners who thrive on doing things “the right way.”
9-Point
Client Service
Strategy business solutions
Our firm’s core competencies span a wide array of industries,
Contact information:
specialties, and operational concentrations. Allow us the opportunity
to assess your current business needs and build customized solutions
Customized
Industry
Expertise for your organization. Our consultations are at no cost to you.
&
Sustainable Client
Solutions
Satisfaction
NEW YORK • NE W JERSEY • C ONNECTICUT
Competitive World-Class
Pricing & Client Service
Rates
TEL: 914 - 844 - 4752 EM AIL: JASON.VELEZ@C RYSTALVIZ.NET FAX: 914 - 902 - 5736
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8. 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.
PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
C rystal vision, inc.
Target Period: 2010 - 2012
Our Global Expansion Plan
Target Organization(s):
Goldman Sachs, Honeywell,
Target Period: 2012
Citigroup, AMEX, RBS, UBS,
Target Organization(s): Itochu,
Ralph Lauren, Hermes,
Sumitomo, Mass Mutual, Bak of
Chanel, Sony Entertainment,
Japan, HSBC
Pfizer, AIG
Target Period: 2011
Target Organization(s):
business solutions Target Period: 2012-2013
Target Organization(s): UAE
Stock Exchange, Abu Dhabi
Honeywell, P&G, Novartis,
Royal Bank of Canada, Hewlett
Packard
Our firm’s core competencies span a wide array of industries, Commercial Bank,
Commercial Bank of Dubai
specialties, and operational concentrations. Allow us the opportunity Target Period: 2013
Target Organization(s): Banco
to assess your current business needs and build customized solutions
Target Period: 2012
Target Organization(s): Santender, Banco Popular
Unibanco, Petrobras, Banco Espanol, Telefonica de Espana
Brasil, Brasil Telecom
Contact information:
for your organization. Our consultations are at no cost to you. Target Period: 2013
Target Organization(s): Edoma
Partners, Goldman Sachs,
Target Period: 2012- 2013 PepsiCo, Citigroup, Barclays,
Target Organization(s): Banco Lloyd’s, Bank of Ireland,
Santurce, Banco UNB, Sancor Seagate
NEW YORK • NE W JERSEY • C ONNECTICUT Target Period: 2014 -2015
Target Organization(s): UBS,
Target Period: 2012- 2013 Credit Suisse, Nestle,
Target Organization(s): PepsiCo, Novartis
Colgate-Palmolive, PepsiCo,
Banco Popular
CVI is seeking to expand
its consulting & advisory
business to 12 different Target Period: 2014-2015
Target Organization(s):
Target Period: 2012 - 2013 countries and greater than Hermes, LVH, Chanel, BNP
Target Organization(s): TV
TEL: 914 - 844 - 4752
Azteca, Bancomer, Coca-Cola,
Groupo Televisa
EM AIL: JASON.VELEZ@C RYSTALVIZ.NET
50 targeted clients over
the next 5 years.
FAX: 914 - 902 - 5736
Paribas, Citigroup, DIOR,,
Capgemini
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9. PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
C rystal vision, inc.
Our Social Responsibility
Project P.E.G.A.S.U.S 365 Days of Caring
business solutions
Progressive Entrepreneurs Goodwill Association
Serving Underprivileged Societies) is a non-
In addition to servicing our clients through our
consulting practice, charity is of pre-eminent
Our Charities
Our firm’s core competencies span a wide array of industries,
profit initiative launched by a consortium of
independently managed businesses to provide
importance to our organization. Starting in 2011, I
will be training for a bi-atholon. As the leader of my
Contact information:
consulting and advisory services to organization, what better opportunity than to train
and raise money for the charities we support
specialties, and operational concentrations. Allow us the opportunity
impoverished municipalities in the U.S. and
underdeveloped emerging markets abroad
requiring assistance with financial risk
All proceeds will be reinvested into the
impoverished communities we serve. Residual
(St.Jude, Ronald McDonald House, UNICEF,
AHA, ADA). My goal is to recruit at least 25
to assess your current business needs and build customized solutions
management policy and infrastructure. proceeds will be donated to St. Jude’s Children
Research Hospital (Partner in Hope Program),
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
Ronald McDonald House, UNICEF, American
for your organization. Our consultations are at no cost to you.
Heart Association, and the American Diabetes
Association.
would be $62,500. That would provide each of our
five charities with $12,500!
NEW YORK • NE W JERSEY • C ONNECTICUT
TEL: 914 - 844 - 4752 EM AIL: JASON.VELEZ@C RYSTALVIZ.NET FAX: 914 - 902 - 5736
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10. PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
C rystal vision, inc.
Our People
Board of Advisors MANAGEMENT & BOARD OF DIRECTORS
& business solutions “A DYNAMIC BLEND OF TALENTED AND EXPERIENCED
LEADERS, STRATEGISTS, AND INDUSTRY EXPERTS MAKES OUR
Oversight Committee COLLECTIVE TEAM A VALUABLE RESOURCE FOR ANY
Our firm’s core competencies span a wide array of industries,ORGANIZATION. WE THRIVE ON DOING THINGS THE RIGHT
Contact information: WAY PRIDING OURSELVES ON EXCEPTIONAL QUALITY AND
specialties, and operational concentrations. Allow us the opportunity
Jason Velez
CLIENT SERVICE. TO US, THERE IS JUST NO OTHER WAY TO DO
BUSINESS.”
to assess your current business needs and build customized solutions
President/CEO
for your organization. Our consultations are at no cost to EXPERIENCE
WORLD-CLASS you.
LEADERSHIP TEAM: 50 Years of cumulative experience
Chief Chief Director,
Operating Marketing NEW YORK
Client • NE W JERSEY • C ONNECTICUT
BOARD MEMBERS: Average 20 years of executive experience
Officer Officer Relations
INDUSTRIES: Consulting, Project Management, Financial Services,
Accounting, Lean Six Sigma, Manufacturing, Information
Technology, Audit, Risk Management, and Marketing
Consulting
&
TEL: 914 - 844 - 4752 Advisory EM AIL: JASON.VELEZ@C RYSTALVIZ.NET Sachs, Citigroup PepsiCo,902 - 5736
COMPANIES: Goldman
FAX: 914 -
Honeywell
Staff
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11. PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
C rystal vision, inc.
Our Culture
Professional Culture
(Our Operating Pillars) business solutions Our Symbol
Our firm’s core competencies span a widenative Americancompanyrepresents strong
The Crystal Vision
This
array of industries,
symbol
logo is the Zia.
Continuous improvement to be the best
Contact information: the opportunity
specialties, and operational concentrations. Allow mind, a pure spirit, and a devotion
body, a clear us
Professional intellectualism & freedom of thought to the welfare of others. These attributes link
to assess your current business needs and build customized solutions
closely to our organization’s formula for success.
Charity and socialyour organization. Our consultations are at no cost to you.
for responsibility are central to our
success
NEW YORK • NE W JERSEY • C ONNECTICUT
Client first, team first
Be passionate about providing first-class client service
TEL: 914 - 844 - 4752 EM AIL: JASON.VELEZ@C RYSTALVIZ.NET FAX: 914 - 902 - 5736
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12. PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
C rystal vision, inc.
Our Code of Ethics
Diversity &
Inclusion
Our View
“We are a privately held firm
business solutions
Conflict of
Interest
Code of
Conduct
CVI Corporate
Governance Model
Our firm’s core competencies span a wide array of industries,
that manages its corporate Internal Audit
governance policy &
procedures with the rigorous
discipline of a publicly traded
Contact information:
specialties, and operational concentrations. Allow us the opportunity External Audit
Code of Conduct Training
Fraud Training
to assess your current business needs and build customized solutions
multi-national organization.
It imperative that our
Corporate Protection of Regulatory Training
Governance Company Whistle-Blower Initiative
for your organization. Our consultations are at no cost to you.
employees maintain the
Confidentiality
of Client Assets
Policies & Procedures
highest ethical code in all Information Business Impact Analysis
business relations and in Risk Assessment
matters that will affect the NEW YORK • NE W JERSEY • C ONNECTICUT SAS 70
reputation of the firm and its
clients.”
Information Management of
Security Regulatory Internal
Compliance Controls
TEL: 914 - 844 - 4752 EM AIL: JASON.VELEZ@C RYSTALVIZ.NET FAX: 914 - 902 - 5736
Crystal Vision’s internal control environment and ethical responsibility to our clients and industry is of paramount importance to our operation.
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13. PRESIDENT’S LETTER – EDITION 1.0 FALL 2010
C rystal vision, inc.
Our Service Guarantee
business solutions
Our firm’s core competencies span a wide array of industries,
Contact information:
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.
NEW YORK • NE W JERSEY • C ONNECTICUT
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.
TEL: 914 - 844 - 4752 EM AIL: JASON.VELEZ@C RYSTALVIZ.NET FAX: 914 - 902 - 5736
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