BACKGROUND:
Proven executive track record. Experience as President, COO, SVP Sales, CFO. Top MBA School, CPA. Excellent written and oral presentation skills. Strong analytical ability. Experience at Fortune 500 and entrepreneurial companies. Looking to move into M&A.
EDUCATION and CREDENTIALS
MBA – New York University, Stern School of Business, 1981
BS – Pennsylvania State University, 1976
Certificate in Direct Marketing – Virginia Commonwealth University, 2006
CPA – New York and Florida
EXPERIENCE:
Advertising Agency - FL 1992-Present
Executive level positions include:
President – Emerging Markets. Division includes Banking, Health Care, Travel, Automotive
· Skills: Decision making, strategy, marketing, product development, sales.
· Full P&L responsibility for niche businesses.
· Clients/Prospects include Senior Executives of Fortune 1000 and middle market companies.
· Clients have included SunTrust, PNC, Wells Fargo, ABN Amro, Wells Fargo, Blue Cross, Medica, Health Partners, Regent Cruises, Oceania Cruises, auto dealers.
· Involves consulting with clients and prospects regarding marketing services.
Accomplishments:
· Doubled number of major Managed Care clients in six months with contract values of $500,000, each. Potential of each client in excess of $1.0 million.
· Increased sales to Pharmaceutical companies from $400,000 to $1,400,000 in one year. Building stable of large pharma companies for repeat business.
· Brought Top 10 bank on-board as a client for $600,000 program.
· Expanded business with major cruise line from $200,000 to $500,000.
· Developed new integrated marketing solution for customer acquisition in Banking.
· Developing rewards and incentives (loyalty) program for Managed Care.
COO – Responsibility for operations of $25 Million Company with 125 employees.
· Skills: Business analysis, organizational structure, personnel management.
· Direct reports managed in the areas of Sales, Marketing, Client Services, Creative Services, IT, Accounting, Human Resources
Accomplishments:
· Initiated new purchasing procedures resulting in 10% decrease in Cost of Sales.
· Restructured staffing to increase efficiency and find best use of personnel.
· Implemented Balanced Scorecard approach to management.
SVP Sales and Marketing – Responsible for 20 Sales Reps in three divisions.
· Skills: Sales planning and marketing lead development. Sales rep coaching, accountability and motivation. Customer-centric, needs focused.
· Sales to Fortune 1000 companies and regional accounts.
· Markets included Financial Services, Health Care, Cable & Wireless and Automotive.
Business Unit Leader – Financial Services Marketing – Sales, Client Services and Creative
· Skills: Client relationship management, sales management
· Achieved 15% sales growth and 100% client retention.
· Worked with Insurance, Brokerage and Banking clients and prospects.
· Clients included: Farmers Insurance, AIG, Morgan Stanley, Merrill Lynch, Hilliard Lyons, Citigroup.
CFO
· Skills: Business evaluation, financial analysis, troubleshooting, control.
· Responsible for financial management and presentation of business sold to VC and later corporate parent.
o Presentation of financial results and projections
o Worked with buyers reps on pricing
o Worked with attorneys on contract
o Secretary to BOD
· Turnaround of two related businesses, including international start-up.
Major Publisher - New York, NY 1990-1991
Director of Financial Planning and Analysis for Magazine Group
· $2 Billion Magazine Group.
· Analyzed and forecasted Joint Venture growth and profitability.
Fortune 500 Company - New York, NY 1981-1990
· Worked on acquisitions at:
o $250 million manufacturing division
o $750 million wholesale division
o Presentations to senior executives
Big 8 Accounting, New York 1976-1980
OTHER INVOLVEMENT
· Board Member: AVDA (Aid to Victims of Domestic Assault)
· Adjunct Professor of Finance: Lynn University |
