DRIVING PROFIT, OPERATIONAL EXCELLENCE, AND EXPANSION IN COMPETITIVE GLOBAL MARKETS ACROSS DIVERSE INDUSTRY SECTORS.
Digital Transformation • Growth Blueprints • Divestment & Acquisition • Fund Raising • Shareholder Value • P&L Owner
A conceptual and analytical commercial trailblazer, offering an unparalleled record of success expanding market share, streamlining global operations, boosting revenues, and increasing profitability in diverse industry sectors. Offering a pioneering track record in restructuring operations, implementing leading-edge technology, and guiding organizations through IPO and M&A transactions to deliver revenue, profit, and business growth objectives. Capability applied in companies ranging in size from pre-revenue to US$8B across North American and emerging Asian markets.
- Asserted the sale of three companies realizing shareholder value of US$400M+.
- Guided two firms through IPO raising US$90M+ and exited an Internet start-up at 25x earnings.
- Advanced strategic & financial plans required to gain access to US$57M for two start-up companies.
- Purposely led three turnaround situations, saving one company from bankruptcy.
Chairman, StrategyLink, Hong Kong and China, 2010 - 2018 -- Management consulting firm
Chairman, Zeovation USA, 2017 - 2021 -- Materials science & specialty chemicals
Board Member, Symplefy Vietnam, 2017 - Present -- Time, attendance, and payroll software
Chief Financial Officer and Chief Operating Officer, 2019–Present
DREAMPLEX, HO CHI MINH CITY, VIETNAM
[A workplace experience and flex-office provider developing and managing high-tech spaces for Internet, digital and IT firms.]
Hired by the CEO to step in and restructure the ownership of Dreamplex from a local Vietnamese company to a Singapore holding company ready to take on outside investment, lead the process to build out the core operations and develop the strategic plan that grew the SQM under management from 4,430 SQM to nearly 25,000 SQM in little over 2 years.
Developed a landlord-operator partnership model that allowed the Company to expand its flex office footprint without raising capital during the COVID-19 pandemic; while maintaining occupancy rates above 80% in the existing locations, almost double that of the average of our competitors (46%).
Oversaw the acquisition, design, build and fit-out of all new locations, including the development of our in-house flex office systems and software. Completed the build-out of all locations within the budget of $302 per SQM.
Chief Operating Officer, 2017–2019
HMB, INC., OHIO, USA
[US$60M technology consulting company and middle-market specialist serving Fortune 500 companies across the United States.]
Chosen to transform a local company via development of a high-performance team, the streamlining of processes enabling rapid growth, and ensuring preparedness for commercial acquisition. 250 staff, US$50M budget.
Created a strategic plan for tactical implementation across four business units, including substantial change management focused on organizational structure. Consolidated two business units into one and refocused the remaining business units upon high-margin opportunities, increasing profitability 15%.
Undertook detailed market analysis enabling tactical acquisition of an education software firm. Buttressed recurring revenues from 24% to 33% increasing valuation, progressed international expansion, and reduced volatility enabling the Executive Leadership Team to confidently progress medium-term and longer-term corporate initiatives.
Played a critical in defining architectures needed to unleash AI and machine learning to provide competitive advantage, assisting clients speed up back-office workflows, service delivery, and enhance ROI.
Co-authored a suite of strategies to migrate on-premises applications and services to the cloud securely and cost-effectively underpinned with best-practice iterative implementation blueprint.
Laid the groundwork for the application of a toolset to move client apps to a modern, cloud-enabled, intelligent, and secure application development and production environment.
Assisted clients design a modernization roadmap that reduced the cost of hosting/maintaining legacy applications, advanced development process agility, and informed management decision making with meaningful datasets.
Chief Operating Officer and Chief Financial Officer, 2013–2016
NAVIGOS GROUP | VIETNAMWORKS, HO CHI MINH CITY, VIETNAM
[The #1 professional online recruiting and career portal in Vietnam with over 2.5 million registered users, 4 million unique visitors/ month, 10,000 active corporate clients, 8,000 monthly job postings generating annual revenue of $20 million.]
Led repositioning and rapid expansion of a business experiencing a flattening growth curve due to increased competition and ageing technology. Restructured the operation, including the review of sales and delivery channels, and implemented a market-leading online platform. Adjusted leadership teams, hiring managers to deliver a radically new customer-centric business model, positioning the company for a trade sale. 300 staff.
Broadened the client base and successfully targeted market competitors, growing revenue at 37% annually versus industry average of 5%. Doubled sales staff numbers to support growth and moved the company to market leadership by restructuring the product line, introducing new products, and upgrading website functionality.
Refocused on the core white collar market, expanding service offerings, and raising prices to service a tailored engagement process. Oversaw 57% profitability growth and a corporate sales process that realized 25x earnings.
Ensured a transparent and consistent revenue base harnessing a cloud platform solution complementing agile software development framework to create a differentiator in the market and entrench savings of US$250,000.
Built a high-performance culture amongst all staff and asserted a collaborative, team-based environment in a flexible, inclusive workplace without a fear of failure. Boosted internal NPS 24-points, enhanced work behaviors, and reduced turnover 30% saving the company around $400,000 previously lost through high turnover rates.
Piloted data analytics across the organization, creating a 2-page dashboard measuring performance across numerous commercial parameters. Applied this dashboard as a key management resource to consolidate medium- and long-term strategic planning with more accurate revenue projection.
Chief Financial Officer and Chief Operating Officer, 2010–2012
PORTFOLIO PRODUCTIONS, SAN FRANCISCO, CA, USA | HCMC, VIETNAM
[US$60M designer and manufacturer for the top 100 furniture retailers in the USA such as Williams Sonoma, Wayfair, Macy’s, Pottery Barn & West Elm.]
Hand-picked to perform a corporate rescue of a company failing to return to profitability post-global financial crisis. Completed a performance review and instilled discipline and self-belief into staff via formalized training, setting the pace for a high-energy, high-performance culture. Oversaw a turnaround from falling profits to strong revenue growth and bottom-line outcomes supporting a divestment program. 150 staff, offices, warehouses and factories in the USA, China, Vietnam, Malaysia, Indonesia, and India, with a US$50M budget.
Immediately moved to slash the cost base to usher in sustainable business operations.
Reduced non-profitable SKU’s 36% and cut inventory carrying costs US$2.5M.
Booked savings of US$1.5M annually with the discontinuation of unprofitable divisions and lowered minimum inventory stocking levels by 30%, freeing US$7M in capital.
Sold several manufacturing facilities and factories and outsourced the manufacturing, storage, shipping and receiving of product to third-party providers freeing resources, improving efficiency, and lowering costs.
Turned attention to revenue generation, expanding regional partnerships, developing innovative pricing models, and opening an East Coast warehouse distribution channel capturing 20% sales growth.
Aligned the brand marketing strategy with the business strategic plan of being a high margin design leader and implemented an integrated omni-channel communications program to highlight design as a competitive advantage.
Personally, oversaw the design, and manufacture of ~20 new collections every 6 months, applying an agile and nimble approach to rapidly changing consumer demand.
Adjusted pricing strategies to become market-driven, not cost-plus, eliminating deep discounting, and repositioning collections in the market, steering a path towards robust commercial profitability.
Identified quality and fraud issues in Asia. Recruited a specialist to lead a quality assurance and sourcing restructure that ultimately delivered 63% reduction in defects and 60% improvement in on-time shipments. Originated a fraud detection and prevention strategy offering immediate results.
Founder and Managing Partner, 2009
STRATEGYLINK, SAN FRANCISCO, CA, USA | HONG KONG
[Niche consulting firm providing customized financial and strategic operating plans to SMEs and Fortune 1000 companies.]
Entrepreneurially applied Asia expertise to found a Board Advisory and Management Consulting firm targeting US headquartered firms seeking to establish or expand footprint across Asia. Built the team, determined market strategy, and acquired ten clients in year one with revenues approaching US$1M.
Chief Financial Officer, 2005–2008
AMALGAMATED BANK, SAN FRANCISCO, CA, USA
[US$125M start-up bank serving sustainable & socially responsible businesses in the Bay Area and Silicon Valley.]
Led the formation of bank activities during an unparalleled period of global turmoil in financial markets. Provided a laser sharp focus on profitability and sustainability, defining operational structures to deliver consistent returns across investment classes. Led 17 staff and oversaw a US$10M budget.
Led formation of a compliant financial institution with clearly articulated vision and business plan complementing a carefully structured go-to-market/client engagement strategy. Doubled the first-year growth plan, achieved the three-year business plan in 2 years, and exceeded investment benchmark returns on a diversified US$70M portfolio.
Pioneered market-defining products and development of a robust banking platform that transformed consumer behavior to banking in the digital age.
Directed an oversubscribed common stock IPO, raising US$18.3M followed by a secondary offering of US$13.9M.
Chief Financial Officer, 2003–2005
THE PRIVATE BANK OF THE PENINSULA, PALO ALTO, CA, USA
[US$130M start-up community bank in Silicon Valley.]
Built-out the financial and operating structure of the company, engineering an IPO program that raised US$18.3M in an oversubscribed offering. 15 staff and a US$10M budget.
PRIOR POSITIONS: Early experience with The Bank of Canton of California as Chief Financial Officer 2002 -2003, Eldorado Bank as Vice President – Finance 2000-2002, as Investment Banker with Keefe, Bruyette and Woods 1998-1999, and Finance Manager with Banc One 1993-1997. Initial career with Accenture as Consultant 1991-1993.
M.B.A., Finance & Accounting, (Magna Cum Laude), University of Cincinnati, Cincinnati, OH, USA
B.A., Political Science & History, (Cum Laude), Vanderbilt University, Nashville, TN, USA