Career History Details & Achievements

CFO, Storage Systems Unlimited, Inc., Tennessee, Franklin Tennessee

Managed all finance, accounting, purchasing and IT functions for this well established nationwide storage equipment distributor.

Achievements

• Wrote, promoted and assisted with implementation of strategic growth plan
• Created comprehensive income and cash flow forcast system which became an integral part of working capital financing
• Built infrastructure to support doubling of revenue which occured over a 4 year period
• Restructured data and data update proceedures to make reporting and web interface more effective
• Improved workflow of back office functions
• Implemented technology improvements including phone system and servers enabling remote employees
• Upgraded website from a static site to an ecommerce site with pricing syncronized with ERP system

PRESIDENT, Association Marketing Solutions, Inc., Denver Colorado

Created & successfully implemented a nationwide program designed to assist financial services professionals in building their businesses.

Achievements

• Developed and managed the supporting systems and operations team for a new marketing program.
• Systems included order processing, web based relational database for remote entry by client base, custom billing for high volume of organization members, newsletter printing and distribution.
• The company was merged with another company.

PRESIDENT, Computer Telephone Systems, Inc., Denver, Colorado

Operated a dealership specializing in the sale of business telephone systems and computer networking hardware and services to mid-sized companies in Colorado.

Achievements

• Became the seventh largest US dealer of a server-based telephone system purchased by Intel.
• Gained a reputation in the marketplace for the ability to understand and integrate all phases of data and telecommunications technology from vendors including 3Com, Cisco, Intel/Dialogic, Qwest, and others.

FINANCIAL PRINCIPAL AND ANALYST, Western Equities Corporation, Englewood, Colorado

Achievements

• Modeled and performed "what if" analysis on dozens of business proposals for go / no go financing decisions.
• Prepared business plans and supporting prospectus materials and made presentations to prospective investors.
• Monitored the performance and accounting operations of businesses financed.
• Responsible for all broker / dealer financial regulatory reporting and communication.

CHIEF OPERATING OFFICER, Tele-Trend Communications, Inc., Englewood, Colorado

As a project of Western Equities Corporation, Co-founded company, a reseller of long distance & telecom services.

Achievements

• Assisted in the startup of this company. Created and operated a high volume transaction processing system.
• Company grew from $0 to $10 million in revenue and was sold.

SENIOR VP, Integrated Resources, Inc., Denver, Colorado

Managed the regional wholesale & technical support for marketing of private placement investment products for this New-York-based investment-banking firm. Supported independent financial professionals selling the company's partnership syndications by answering technical accounting and tax questions raised by client CPAs. Assisted in the review of potential properties for acquisition and structure, including complex sale and leaseback of high profile businesses and class A commercial real estate.

Achievements

• Developed a unique, systematic information system, which significantly improved the closing ratios of sales staff.
• Assets purchased for syndication included Wells Fargo's mortgage loan servicing unit, Cable TV Systems, Brown Jordan Furniture, ViewMaster, Brown Palace Hotel, Mellon Bank Building, and many other recognizable properties.
• Quickly promoted ahead of peers with seniority, managing staff covering most of the western United States.
• Succeeded in raising $300,000,000 of equity over a six year period.

SENIOR, Touche Ross & Company, Denver, Colorado

Performed, managed and sold consulting projects for this International accounting firm.

Achievements

• Performed then led information technology consulting projects to automate and update the workflow processes of three multi-billion dollar grain exporting cooperatives.
• Improved the accounting workflow and information process for numerous small and medium sized businesses
• Approximately 20,000 hours of consulting services were purchased based on expertise developed.

Manager, Large Boat Assembly, Glastron Boat Co. Austin TX

Entered management training program. After 3 months working various manufacturing floor positions to learn the boat building process, placed in charge of assembly of 15 to 25 foot boats, many with fly bridges and twin V8 engines, where production was seriously lagging in the new facility.

Achievements

• Managed 50 person union production employees.
• Doubled production from 1.5 to 3 boats per day in 9 months.
• Enhanced morale by sending one worker per day to the lake with engineers for lake testing.
• Solicited and received numerous improvement suggestions by implementing an "I'll pay you for good ideas" campaign.
• Eliminated incomplete boats with change in inventory of small parts (example: speedometers) from bulk to one rolling cart with all small parts specifically for each boat.
• Eliminated absenteeism problem with change in morale, and with program to uplift employee vision of perfect attendance.