Strategic Planner

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Strategic Planner
Location Confidential
No preference
Willing to Relocate
$150,000 to $300,000

Resume Summary
Executive Leader with broad experience in various stages of organizational growth, development, reorganization, transition, team leadership, communications, change management, building a culture of service, business operations, training, development, technology, building sales, marketing and customer service teams.



Energetic leader with progressive background in leading and growing organizations and relationships. Solid core principles and extensive experience in various stages of organizational growth, reorganization, team building, communications, enterprise computing, business operations, critical thinking, project management, strategic planning, CRM and customer service teams make me an excellent addition to your leadership team.

  Repeatedly built and developed leadership, technology, sales, marketing and client services groups into top performing teams for various organizations.
  Led transition of struggling business unit into a standalone, streamlined and growing email/CRM/loyalty marketing company, increasing revenues by 49% via rapid expansion through United States in 24 months.
  Acquired & integrated 6 restaurants and 400 employees doing $30MM in sales into the culture of a 20-year-old finance and marketing company with 28 employees.
  Orchestrated the innovation and introduction of the first payment card based loyalty program and developed key performance indicators and measurement tools for the hospitality industry.
  Reengineered operations & computer systems resulting in a $400K reduction of annual operating expenses.


Provider of management consulting services to small to mid-sized businesses. Focusing on technology and process improvement in the B2B business services industries such as CRM, SaaS, e-mail, customer loyalty and customer service.

Primary Challenge: Identifying opportunities and overcoming obstacles to enhance growth and eliminate waste for clients in a variety of industries.

  Identified and developed potential business relationships and made introductions needed to help a startup rapidly achieve national presence and helped a struggling .com enter a new vertical market.
  Developed & helped implement system for receiving and processing of donations to a nonprofit organization.
  Provided leadership to a growing fitness company in areas of branding, marketing, implementation of Google Enterprise and overall management of business growth.

National provider of SaaS and customized customer loyalty (CRM), email, social marketing, data analytics and data management services. Used by companies such as Houlihan's, Morton's, Kaiser Restaurant Group, OPT Fitness, Fifth Group Restaurants, LM Restaurants, Schwartz Brothers, Troon Golf, Shorty Smalls, Nicks Fishmarket.

President/Chief Executive Officer
Primary Challenge: Turning around an under-performing Email/Loyalty/CRM/ Direct Mail marketing service into a profitable customer service oriented SaaS company.

  Produced $500K net savings in first year by reengineering the workflow and technology to maximize service offerings and flexibility to customize product and service.
  Built relationships with customers fostered by mutual trust and respect leading to additional $15K in monthly consulting fees.
  Grew revenues by 49% to $900K within first 24 months by implementing word-of-mouth marketing program and customized programs for each customer.
  Steered development and implementation of industry first automated subscription based dining club for client, adding $35K monthly incremental revenue.
  Championed creation of a loyalty program for local chamber of commerce organizations allowing members to reward customers for frequenting their establishments and offering balanced rewards amongst chamber members.
  Oversaw design and development of company websites allowing for detailed data analysis not previously available to the restaurant and small business industries.
  Developed strategic plans allowing for the easy adaptation in rapidly changing social and mobile technologies.

A $47MM asset based financing and marketing company, which also owned & operated six high volume fine-dining restaurants doing $30MM in sales.

President/Chief Operating Officer (COO) 2002  2004
Primary Challenge: As the Board of Directors developed a succession plan, was promoted to maintain growth and ensure stability of core businesses while integrating newly acquired restaurants and management team into company culture.

Vice President, Operations 1999  2002
Primary Challenge: Recruited and hired by President/CEO after successfully designing, delivering and implementing a new computer system as a consultant, charged with transforming the business and overseeing an aggressive growth strategy through the expansion of product and service offerings.

  Oversaw the efficient integration of a $30MM & growing restaurant division into the companys core business lines. Acquired The Clubhouse Restaurants in Oak Brook, Orange County and Atlanta followed by Nicks Fishmarket in Chicago and Rosemont and Carluccis Lincolnshire via bankruptcy/debt restructuring transactions.
  Directed annual $80MM budgeting/strategic planning process of the services and restaurant divisions.
  Won Chairman/CEO & Board endorsement for ability to focus on stabilizing rapidly growing organization meeting stated growth objectives and allowing Chairman/CEO to focus on new ventures.
  Managed operational, P&L, fiscal and business development for $42MM marketing, finance and custom e-mail division.
  Recruited & developed sales & marketing teams consisting of 18 high performing customer oriented individuals.
  Landed 4 major clients generating $390K annual revenues through relationships built on mutual trust & respect.
  Applied for a patent for a unique direct mail process.
  Reengineered production operations, processes, metrics and organizational structure resulting in ongoing process improvement averaging $300K annual savings in labor and data operations.

Founding partner of IT consulting services company providing a variety of consulting, business services and staffing solutions to small and mid-sized companies, trade associations (insurance and automotive dismantling industries) and non-profit groups (amateur sports teams and religious organizations).

Primary challenge: Building a steady income stream from SMBs that had little to no in-house technology, business process, vendor management or product development experience and the teams to support the growing list of clients.

  Innovator of a new service offering known a CLiCK resulting in annual revenues of $590K for client Clever Ideas, Inc. Served as product development manager.
  Served as a key member of executive committee client company. Developed and implemented new computer system and process improvement that decreased HR expenses by $420K in first 12 months and allowed for handling of increased client base.
  Oversaw vendor selection, vendor management and network development for various clients.
  Member of national (EDI) industry standards committee for electronic automobile claims & payment processing.

Previous employment experience:
Director of Information Technology, Mgr. Software Sales and Support, Internal Auditor, Accounting Supervisor

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