Functional Skills

Restructuring / Turnarounds
Business Planning
M&A Support
Finance Transformation
Organizational Design

Software Skills

Oracle CRM
Microsoft Office
Quickbooks
WordPress

Sector Experience

Manufacturing
Business Services
Social & Public Sector
Real Estate
22
years

Years of Experience

3/15

Member Since


Experience

 
The Resourceful CEO Management Consulting
President
10/2019 - Present
Provide project-based consulting to companies spanning multiple industries to companies with $3 million - $25 million in revenue.

Cogent Analytics Management Consulting
Senior Project Director
11/2016 - 07/2019
• Helped multi-owner A&E client: increase revenues by ~30% & increase profit by 250% in one year; identify, set and share company goals. Revamped org. structure, identified & set KPI targets, implemented weekly owner meetings, and created/implemented employee evaluation system.
• Helped $28 MM multi-owner manufacturing/construction firm increase revenues by 20% over mid-year pace. Drove turnover from 150% to 30% in 6 months. Drove company value increase from 2 to 5.5xEBITDA in 1.5 years

Passage Home Operations
Interim COO
10/2010 - 09/2011
• Procured over $2 Million in financing for real estate projects. Assisted in procurement of additional $1.7 Million.
• Instituted and managed the first strategic operational plan, crucial to succession plan. Helped drive $1M in new revenue.
• Updated IT infrastructure. Led project to implement cloud-based providers for disaster recovery and employee mobility.
• Managed project to implement a new thrift store (retail) from start-up & initial losses to profitability.

Insol Operations
Interim Vice President
09/2009 - 06/2010
Oversaw project management and financial accountability. Managed projects, banking, and client relationships. Crafted a three-year plan for pending sale and the 2010 annual budget. Negotiated below rate financing for budget realization. Implemented new customer communication program that increased customer satisfaction and retention rates. Crafted and drove sales support program that helped drive telemarketing to sales conversion rate up by 50%.

TRW Price Construction Corporate Strategy & Development
Interim COO
09/2007 - 05/2009
I created a strategic acquisition and partnership plan to acquire or partner with other construction companies. Using that plan, I located suitable targets, negotiated partner contracts and purchase agreements, arranged financing, dealt with unforeseen problems when they arose. I also crafted and implemented post-merger integration plans for relatively smooth transitions. This relationship building also raised our profile in the construction community & helped more than double revenues in a yr.

Toca Family Properties Start-Up
President
10/2002 - 08/2004
Scouted, negotiated and acquired properties and ran investment and property management business.
• Pursued and built relationships with private investors, lenders, and brokers. Networked and attended events.
• Hired/managed contractors, sub-contractors, agents. Also managed GA and TX rental properties.
• Managed project plans. Acquired over $3 Million in properties.

Siebel Systems Corporate Strategy & Development
Senior Manager
07/2000 - 11/2002
Developed and successfully executed strategy to penetrate the energy industry with product marketing team. Identified, pursued, onboarded and built strategic partnerships with high value companies.

Enron Corporate Strategy & Development
Associate
09/1998 - 07/2000
Conducted financial and economic analysis on deal structures and potential investments (small acquisitions, asset purchases, fund
investments, equity stake acquisitions). Created and maintained financial models.

Honda Operations
Staff Engineer
06/1991 - 08/1996
Managed 1996 Civic and 1998 Accord new model development and certification project during 2.5 year overseas assignment in
Japan – served as liaison for HAM (Honda of America) and HM (Honda Motor).
• Improved HAM’s certification capabilities by 75% through vehicle system testing and by creating and implementing standard procedures and technical manuals.